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- Custodian
- Altruist · Assetmark · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-19-2001
- Office Locations
- 1
Office Locations
About Satori Financial LLC
Satori Financial is an independent, fee-only fiduciary RIA founded in 2001 in Seattle, focused on holistic financial life planning beyond investments. The firm provides ongoing planning support, one-time financial plan reviews, and situation-specific analysis (e.g., marriage/divorce decisions). It specializes in “singles and solos,” with a client base skewing single and women and including many entrepreneurs/self-employed clients, and supports managed portfolios through platforms including Altruist.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHELLE ANNE FAIT
Founder, Managing Member
- CRD
- #2393968
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,276,755 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,276,755 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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