Boone Wealth Advisors, Llc

500 108TH AVE NE, Bellevue, Washington 98004

SEC CRD#116682
Last ADV filed: 03/20/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.45%of assets under management
Hourly Rate$1,000/hourper hour

Detailed Fee Schedule

indicated otherwise in writing. Our firm charges an advisory fee of up to 0.45% of assets under management for accounts subject to our firm’s Form ADV Part 2A – Firm Brochure Page 8 Boone Wealth Advisors, LLC income strategy. The specific fee rate will be detailed in the applicable client’s signed a

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Boone Wealth Advisors, Llc — Fiduciary Advisor Profile | FiduciaryListings