Break Free & Gain Independence

Start putting your hard-earned personal brand equity to work with a firm focused on the right financial metrics.

 

FWA is an alternative path for seasoned financial advisors seeking an avenue to maximize their income and impact.  Our independent platform eliminates the headaches of constantly changing fee structures, sales quotas, and proprietary products.

How we can help you

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Join Our Team Of Independent Advisors

We offer a multi-custodian platform that allows you to do your business the way you want to do it. From insurance brokerage services to back-office financial management and record-keeping. We also retain an agency on record to help us work better as a collective to elevate and improve public perception of financial advisors and the benefits of independence.

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Consult With Us About Going Independent

We provide consulting services to a variety of financial advisors seeking counsel with their exit strategy from large, investment firms. Whether you want to join FWA, launch your own venture, or create your own succession plan, FWA is the right partner for you.

Contact us to discuss the options available to you.

Services

Protect Your Clients & Defend Your Hard-Earned Equity

Learn more about how leaving your firm and going independent can take your business to the next level. We can help you adopt our flag or fly your own.

Services

Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  

 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

 

Fulcrum Wealth Advisors, LLC is a state of Washington Registered Investment Advisory firm at 10940 NE 33rd Pl., Suite #210, Bellevue, Washington 98004 United States. Cetera is under separate ownership from any other named entity.   Investment Advisory services and tax consulting services are offered through Fulcrum Wealth Advisors, LLC.

 

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.

Fulcrum Wealth Advisors

10940 NE 33rd Pl.

Suite #210

Bellevue, Washington 98004

Mail:  info@fulcrumwa.com

Tel:  (877) 400-0260

© 2020 Fulcrum Wealth Advisors all rights reserved.

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