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Aaron Blake McFarland

Moss Adams Wealth Advisors LLC

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About Aaron Blake McFarland

Aaron McFarland is a financial advisor with Moss Adams Wealth Advisors LLC. Aaron has been in the industry since 2005 and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Aaron is registered with the state of Washington and has a Series 63, Series 65, Series 7 and SIE licenses. Aaron is a Certified Financial Planner.

Firm Information

Aaron McFarland is currently registered with Moss Adams Wealth Advisors LLC. Moss Adams Wealth Advisors LLC is a Seattle, Washington-based investment advisor with approximately $3.91 billion in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and institutions. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and tribal government enterprises.
Moss Adams Wealth Advisors LLC

999 THIRD AVE STE 2800

SEATTLE, WA 98104

$3.91B

Assets Under Management

28

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron McFarland’s Registration & Firm History

WA

08/30/2006 - Present

Moss Adams Wealth Advisors LLC (SEATTLE WA)

WA

11/22/2012 - 09/20/2018

MOSS ADAMS SECURITIES & INSURANCE LLC (SEATTLE WA)

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Licenses & Designations

BC

Issued 12/29/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/29/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Blake McFarland.
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