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Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005
3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue And Seattle, WA 98005
(425) 5982919

It's More Than the Math, It's the Path

About Spectrum Financial Partners

Our Advisors provide independent, local, and full-service personal wealth management through our SEC-Registered Investment Adviser. Providing this service that allows you to focus on the most important things in your life.

We look to build long-term relationships built on trust. Keeping your best interests front and center, we break down your sometimes complex and confusing financial lives into manageable and actionable parts.

Then, year after year, we help keep you on track within your unique vision for the future.

Local - Based in Bellevue and Seattle, we live and work in your community, the Pacific Northwest. Our business is built on decades' worth of local relationships. When you need something that is beyond our capacity, we probably know someone local who can help.

Straight talk - We will tell you what you need to know, not what we think you want to hear.

Meet you where you are at - Whether you are an engineer who takes great comfort in spreadsheets and sophisticated analytical illustrations or a person for whom "graph" is a dirty word, our job is to explain findings and recommendations in the way that works best for you. We will not use jargon to impress or confuse you.

We want to help you achieve financial independence. Our twin obsessions: Make sure - to the best of our ability - you don't run out of money. Help you achieve the life you want to live.

General Information

Firm Start Year

1998

No.of Employees

2-4

CRD#

3016480

Firm CRD#

8032

Insurance License#

140620

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial Services

States Licensed in

WA, CA, OR, TX, FL

Years of Experience in Financial Services

22

Number of Years with Current Firm

22

Work Experience

Eric and Matt have a combined 40 years of experience in client-based financial services.

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, Via phone, Via email, At my office

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 7, Series 65

Insurance and Annuity Licenses

Life, Annuity, Disability, Variable Annuity, Variable Life, Long Term Care

Firm Information

Firm's Number of Clients

111

Advisor's Number of Clients

111

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Avg 0.85%

Hourly Rate

$250

Additional Details on Charges

Hourly, flat-fee, subscription, and advisory fees all available.

Family householding available for advisory fee discounts.

Minimum Fee Charged for Hourly Planning Accounts

$500

Education

Bachelor of Arts - Political Science

Boise State University
1989 - 1993

Disclosures

Disclaimer

This communication is strictly intended for individuals residing in the states of CA, FL, OR, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Networký, Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency or Spectrum Financial Partners. Review our Terms of Use:https://www.commonwealth.com/ter msofuse.html