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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-12-2022
- Office Locations
- 1
Office Locations
About Ruby Pebble Financial Planning LLC
Ruby Pebble Financial Planning is a virtual, Seattle-based firm led by Jamie Clark serving U.S. clients on non-traditional paths (e.g., early retirement goals and couples managing separate finances). The practice delivers comprehensive, ongoing financial planning with strategic guidance on taxes, home buying, and employer stock compensation, with optional investment management designed to align money with client values and goals. Notably, clients can engage without moving their investment accounts.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
Jamie Lynn Clark
Chief Compliance Officer, Financial Planner, Founder, Owner
- CRD
- #7309542
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,094,043 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,094,043 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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