- 13431 110th Pl NE, Kirkland, WA 98034
- 425-954-6781
- Jason@UnleashedFinancial.com
- http://www.UnleashedFinancial.com
About Jason Preti, CFP®
I created Unleashed Financial for the client that needs comprehensive planning and investment direction but doesn’t currently have enough assets for a “traditional” wealth management firm. Unleashed Financial does not require minimum investment, net worth or income levels. You need a plan for your current goals and long term wealth accumulation, we understand and help you meet your goals.
Ideal Clients
- Dual Income Family
- Gen X
- Mid-Career Professionals
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $95+/mo
- Hourly Fee: $225/hr
- AUM: 0.60-1.00%
SEC Records
States Registered
- Washington
