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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-2018
- Office Locations
- 1
Office Locations
About Northwest Planning Advisors LLC
Northwest Planning Advisors LLC is a Spokane, WA RIA providing financial and investment planning for individuals and families, with an emphasis on retirement transitions and risk management, including insurance and annuities. Services include tax and estate planning and business succession, and portfolios may use mutual funds and ETFs. The firm is a member of the Spokane Retirement Resource Center, supporting retirement education events; custody includes firms such as Schwab and Fidelity.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 185 clients, or 185 clients per representative. That equates to $163.2K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DUSTIN Michael ALLBERY
Chief Compliance Officer, Consultant, President
- CRD
- #6128753
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $30,191,794 | -- |
| Total | $30,191,794 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Northwest Planning Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.