Fulcrum Wealth Advisors
Fulcrum Wealth Advisors is an independent, SEC-registered investment adviser in Bellevue, WA, offering integrated retirement, investment, tax, and estate planning — primarily to Boeing employees and retirees, plus business owners, executives, and wealthy families — on a fiduciary, fee-based model.
- Company typePrivate
- Founded2013
- HeadquartersBellevue, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Fulcrum Wealth Advisors does
Fulcrum Wealth Advisors, LLC is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington, providing integrated wealth management services to individuals, families, business owners, and corporate executives. The firm was co-founded by James S. Falcone (Managing Director) and Michael S. Rose (Chief Investment Officer) and operates with a small team of approximately 1-10 employees, including Chief Economist Dr. Kelly YiYu Lin and Tax Consultant Steven J. Rosenthal, CPA, CFP, JD. Its service portfolio spans financial consulting, retirement planning, investment management, tax consulting, estate planning, and charitable giving strategies, with a stated fiduciary commitment to act in clients' best interest free from product commissions. The firm's primary client segment is Boeing employees and retirees, for whom retirement planning services are offered complimentary; non-Boeing clients are billed at hourly rates. The firm does not operate a proprietary technology platform — client account access is delivered through Schwab's portal, and the Boeing 401(k) is held at Fidelity, which the firm advises on as part of its integrated planning approach. Marketing and client acquisition are driven by educational content (blog articles, webinars, downloadable guidebooks) and direct advisory consultations.
Fulcrum Wealth Advisors firmographics
Firmographics- Name
- Fulcrum Wealth Advisors
- Legal name
- Fulcrum Wealth Advisors, LLC
- Website
- https://fulcrumwa.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Fulcrum Wealth Advisors is an independent, SEC-registered investment adviser in Bellevue, WA, offering integrated retirement, investment, tax, and estate planning — primarily to Boeing employees and retirees, plus business owners, executives, and wealthy families — on a fiduciary, fee-based model.
- Ownership category
- akta.pro rank
Fulcrum Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Tax-Focused Wealth Management RIAs (FSAAACAD), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Investment Management Advisory (RIA) (FSAEAAAB)
Keywords
Where Fulcrum Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Bellevue
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fulcrum Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: The firm is an SEC-registered investment adviser providing advisory services pursuant to written investment advisory agreements with clients. Revenue is generated through advisory fees.
- Tax Consulting Services: In-house tax consulting services provided to clients, including income tax review, tax research, audit defense, and tax planning.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Complimentary services for Boeing employees |
| Other | Pay-as-you-go | Hourly rate for non-Boeing clients |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Fulcrum Wealth Advisors product offering
Product offeringCore offering
Fulcrum Wealth Advisors is an independent, SEC-registered investment adviser (RIA) providing personalized wealth management services that integrate financial consulting, retirement planning, investment management, tax consulting, estate planning, and charitable giving strategies. The firm delivers advice through direct one-on-one advisor consultations, with particular specialization in serving Boeing employees and retirees alongside business owners, corporate executives, and multi-generational wealthy families.
Product overview
Fulcrum Wealth Advisors is an independent wealth management firm offering a unified advisory platform that combines financial consulting, retirement planning, investment management, tax consulting, estate planning, and charitable giving strategies. The core offering is personalized wealth management services delivered through direct advisor relationships, supplemented by educational resources including the Retirement Planning Guidebook, Sell Your Business Guidebook, and Boeing Retirement Webinar Series. The firm specializes in serving Boeing employees, business owners, corporate executives, aspiring retirees, and beneficiaries of sudden wealth, with a fiduciary commitment to act in clients' best interests.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Over 100 years of combined experience across the advisory team in wealth management, investment planning, tax strategy, and estate planning.
Companies that use Fulcrum Wealth Advisors
Customer profileNamed customers1 record
Segments6 records
Ideal customer profiles4 records
Fulcrum Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fulcrum Wealth Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- SchwabcoreSchwab provides the client portal platform for FWA clients to access their accounts. Clients use Schwab's online platform for account access and management.
- Fidelity InvestmentscoreFidelity manages the Boeing 401(k) retirement plan. FWA advisors help clients optimize their Fidelity-held retirement accounts.
- FINRA BrokerCheckminorRegulatory reference platform where investment professional backgrounds can be verified.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Fulcrum Wealth Advisors competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: Large investment management firm (Camas, WA) primarily serving HNW private clients and institutional investors with discretionary portfolio management. Overlaps in Pacific Northwest wealth management footprint and HNW investor base, though Fulcrum offers broader financial planning.
- Carson Group: Large independent wealth management firm serving individuals, families, and business owners with holistic financial planning, investment, and tax services. Comparable integrated advisory offering, with a partnership/affiliated-advisor model versus Fulcrum's boutique single-office structure.
- Steward Partners Global Advisory: National partnership-model independent RIA providing comprehensive wealth management to HNW individuals, executives, and business owners. Comparable full-service advisory offering for similar client personas, but operates via a large affiliated-advisor network.
- Buckingham Strategic Wealth: National independent RIA providing evidence-based investment management, retirement, tax, and estate planning to HNW individuals. Comparable full-service fiduciary model with comparable target client base but a much larger footprint.
- Creative Planning: Large independent RIA delivering comprehensive financial planning, investment management, and tax services nationally. Broadly comparable in service scope and fee-based fiduciary model, but operates at far greater scale and geographic reach.
- Mariner Wealth Advisors: Nationally scaled independent RIA offering comprehensive wealth advisory including investment, tax, estate, and retirement planning for HNW individuals. Overlapping service model and HNW segment focus, but materially larger and broader than Fulcrum.
Direct peers
- Edelman Financial Engines: Large national RIA embedded as the in-plan advisory provider for the Boeing 401(k). Most directly comparable to Fulcrum because it serves the same primary client cohort (Boeing employees/retirees) with retirement-focused advisory services inside the same plan ecosystem.
- Brighton Jones: Full-service independent wealth management firm serving high-net-worth individuals, executives, and business owners with integrated financial planning, tax, and investment services. Comparable full-service RIA model with similar client-cohort and lifestyle-wealth positioning.
- Coldstream Wealth Management: Bellevue, WA-headquartered independent RIA offering comprehensive wealth management to executives, business owners, and retirees in the Pacific Northwest. Comparable in geography, service mix (financial planning, investment management, tax), and HNW segment focus.
Regional players
- Laird Norton Wealth Solutions: PNW-based multi-family office providing integrated wealth planning, investment management, and tax/estate services to HNW families and business owners. Comparable integrated offering and Pacific Northwest geography, though structured as a multi-family office.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Fulcrum Wealth Advisors social profiles
Digital presenceFulcrum Wealth Advisors compliance and trust
Trust signalCompliance1 record
Fulcrum Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fulcrum Wealth Advisors leadership team
Management profileNumber of profiles
Profiles5 records
Fulcrum Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fulcrum Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fulcrum Wealth Advisors
What does Fulcrum Wealth Advisors do?
Fulcrum Wealth Advisors is an independent, SEC-registered investment adviser (RIA) providing personalized wealth management services that integrate financial consulting, retirement planning, investment management, tax consulting, estate planning, and charitable giving strategies. The firm delivers advice through direct one-on-one advisor consultations, with particular specialization in serving Boeing employees and retirees alongside business owners, corporate executives, and multi-generational wealthy families.
Is Fulcrum Wealth Advisors a public or private company?
Fulcrum Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fulcrum Wealth Advisors founded?
Fulcrum Wealth Advisors was founded in 2013. It employs 1 to 10 people.
Where is Fulcrum Wealth Advisors based?
Fulcrum Wealth Advisors is headquartered in Bellevue, United States, in the North America region.
How does Fulcrum Wealth Advisors make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are tax Consulting Services.
Who are Fulcrum Wealth Advisors's main competitors?
Broad incumbents on record are Fisher Investments, Carson Group, Steward Partners Global Advisory, Buckingham Strategic Wealth, Creative Planning and Mariner Wealth Advisors. Direct peers are Edelman Financial Engines, Brighton Jones and Coldstream Wealth Management. Laird Norton Wealth Solutions is listed as a regional player.
Does Fulcrum Wealth Advisors have an API?
No public API is recorded for Fulcrum Wealth Advisors.
What industry is Fulcrum Wealth Advisors in?
Fulcrum Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.