Auxano Advisors

What Auxano Advisors does

Auxano Advisors LLC is a privately held, SEC-registered investment advisor and fiduciary wealth management firm founded in 1987 and headquartered in Bellevue, Washington. The firm operates as a multi-generational private wealth practice built around a stewardship-first philosophy, serving affluent individuals and families across the Pacific Northwest with integrated financial planning, principled investing, and legacy planning.

The practice delivers nine core service lines — Personal Finance, Investments, Estate Planning, Risk Management, Tax Management, Corporate Benefits Planning, Charitable Giving, Business Services, and Legacy Planning — anchored by a four-step engagement model: Discovery, Integrated Financial Planning, Implementation, and Monitor & Adjust. Underlying technology consists of an in-house trading and portfolio management platform overseen by a CFA® Senior Investment Analyst, supplemented by non-discretionary research from strategic partner Blue Kayak Partners. Investment offerings span public equity, fixed income, and alternative investments including private equity, venture capital, real assets, and real estate.

Revenue is generated through recurring advisory fees typical of an AUM-based RIA model, with supplemental fees for episodic planning work such as estate and legacy engagements. The go-to-market motion is consultative and referral-driven: prospective clients initiate via a 'Schedule a meeting' intake, followed by high-touch one-on-one advisory relationships delivered from a single Bellevue headquarters. Customer segments span multi-generational HNW households, newly wealthy families, business owners needing succession/exit advisory, and corporate executives with complex equity compensation.

Name

Auxano Advisors

Legal name

Auxano Advisors LLC

Website

https://auxanoadvisors.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

Auxano Advisors is a Bellevue, Washington-based fiduciary wealth management firm founded in 1987 that provides integrated financial planning, investment management, estate planning, tax, risk, and legacy advisory services to affluent individuals and families in the Pacific Northwest.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Wealth management services
• Investment advisory
• Estate planning services
• Financial planning advisory
• Private wealth management

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Wealth Management Advisory Fees: As a registered investment advisor and fiduciary, Auxano Advisors generates revenue through wealth management advisory fees. The firm is regulated under the Investment Advisers Act of 1940 and provides services covered under Form ADV Part 2. Revenue is likely generated through a combination of asset-based (AUM) fees and/or hourly/fixed advisory fees.
2. Investment Management Services: The firm provides investment management services including alternative investment strategies, public equity, fixed income, real assets, real estate, venture capital, and private equity access. These services are integrated with comprehensive financial planning.
3. Estate and Legacy Planning: Estate planning services including wealth transfer strategies, trust coordination with estate attorneys, and integration with financial plans.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Auxano Advisors is a multi-generational private wealth management firm registered as an investment advisor and operating as a fiduciary under the Investment Advisers Act of 1940. The firm sells an integrated suite of advisory services to affluent individuals and families, including financial planning, investment management with access to institutional and alternative managers, estate planning, risk management, tax management, corporate benefits planning, charitable giving, business services for business owners, and legacy planning. Services are delivered through direct, long-term advisor-client relationships from the firm's Bellevue, Washington headquarters.

Product overview

Auxano Advisors is a multi-generational private wealth management firm offering an integrated suite of financial advisory services. The portfolio consists of nine distinct service offerings: Personal Finance (core financial planning), Investments (principled investment management with access to institutional managers), Estate Planning, Risk Management, Tax Management, Corporate Benefits Planning, Charitable Giving, Business Services, and Legacy Planning. Additional custom needs are addressed through Special Projects. The services are delivered through a holistic, principles-based approach centered on stewardship, with each offering designed to integrate with the others to provide comprehensive wealth management from daily finances through generational wealth transfer.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Finance Planning Financial planning service taking a holistic view of clients' day-to-day financial decisions in the context of larger goals and dreams, including cash flow forecasting, goal probability analysis, and retirement spending targets, for affluent individuals and families.
• Investment Management Holistic investment management service applying principled advice and prudent investing, offering clients access to institutional managers including alternative investments, private equity, public equity, real assets, real estate, venture capital, and bond management. Integrated with comprehensive financial planning.
• Estate Planning Service integrating estate plans with financial plans to minimize costs of transferring estate to loved ones and charities, working with clients' estate attorneys for optimal tax efficiency in wealth transfer.
• Risk Management Holistic risk exposure assessment covering illness, loss of income, long-term care, accident, catastrophic events, and litigation, with strategies including asset structure and insurance coverage recommendations.
• Tax Management Year-round tax planning service working proactively with clients' tax advisors to optimize tax situations and reduce long-term financial inefficiencies caused by tax-related decisions.
• Corporate Benefits Planning Service helping clients maximize workplace corporate benefits including health savings accounts, flexible spending plans, deferred compensation, restricted stock units, and stock options, integrating these with their personal financial plan.
• Charitable Giving Planning Legacy-focused service helping clients determine charitable objectives and align them with their financial planning so that giving goals are met and integrated with broader wealth and legacy plans.
• Business Services Advisory services for business owners covering valuation maximization, exit strategies, succession planning, business sales, tax structure optimization, and corporate benefit/retirement plan services.
• Legacy Planning Comprehensive wealth transfer strategy integrating life goals with financial legacy, including gifting capacity determination, transfer strategies, and ongoing plan adjustments over time.
• Special Projects Advisory Custom financial advisory service for unique client needs not covered by Auxano's standard service offerings, accessed by contacting the firm directly.

Quantifiable outcome

• Institutional pricing access for clients through extensive manager relationships
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Blue Kayak Partners, LLCcoreTechnology or IntegrationBlue Kayak Partners, founded by Jon Pinkston, provides non-discretionary investment research to Auxano Advisors in areas such as asset allocation, manager review, and macro analysis. The partnership provides Auxano with institutional-quality investment research and analysis. Blue Kayak's approach is based on the philosophy that global capital markets are inefficient, and investor psychology (overconfidence, pride, tendency to avoid regret) explains market oscillations between fear and greed. Jon Pinkston serves as a Strategic Partner to Auxano.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/auxanoadvisors
• LinkedInlinkedin.com/company/auxano-advisors-llc
• Xx.com/auxanoadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Auxano Advisors