{
  "crd_number": 132369,
  "slug": "washington-financial-group-inc-osterville-ma-132369",
  "primary_business_name": "WASHINGTON FINANCIAL GROUP, INC.",
  "legal_name": "WASHINGTON FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "Osterville",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "12700",
  "metro": {
    "cbsa_code": "12700",
    "common_name": "Barnstable Town",
    "msa_name": "Barnstable Town, MA",
    "path": "/advisors/ma/barnstable-town"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-07-02",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-06",
  "carried_forward": false,
  "raum_total": 119042191.0,
  "raum_discretionary": 118984583.0,
  "raum_non_discretionary": 57608.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 38491859.0,
      "count": 152
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 80550332.0,
      "count": 61
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "MA",
    "NC"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132369",
  "city_as_filed": "OSTERVILLE",
  "url": "https://advisorcensus.com/firm/washington-financial-group-inc-osterville-ma-132369",
  "display_name": "Washington Financial Group, Inc.",
  "summary": "Washington Financial Group, Inc. is an SEC-registered investment advisory firm in Osterville, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.",
  "citation": "AdvisorCensus. Washington Financial Group, Inc. (CRD 132369): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Washington Financial Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Washington Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "What does Washington Financial Group, Inc.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated June 22, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $5,000,000: 0.75% a year; $5,000,000 to $10,000,000: 0.5% a year; Above $10,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Washington Financial Group, Inc. located?",
      "a": "Washington Financial Group, Inc.'s principal office is in Osterville, MA, according to its Form ADV."
    },
    {
      "q": "Is Washington Financial Group, Inc. registered with the SEC or a state?",
      "a": "Washington Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 132369."
    },
    {
      "q": "How much does Washington Financial Group, Inc. manage?",
      "a": "Washington Financial Group, Inc. reports $119,042,191 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Washington Financial Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); high net worth individuals (61)."
    },
    {
      "q": "Does Washington Financial Group, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132369"
    },
    {
      "q": "Does Washington Financial Group, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 22, 2026 says: \"When fees are charged by the Financial Planner based on a percentage of assets-under-management, the account size must preferably satisfy a minimum requirement of two hundred and fifty thousand dollars ($250,000).\""
    },
    {
      "q": "What changed in Washington Financial Group, Inc.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 22, 2026",
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.25%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1% a year",
          "$1,000,000 to $5,000,000: 0.75% a year",
          "$5,000,000 to $10,000,000: 0.5% a year",
          "Above $10,000,000: 0.25% a year"
        ],
        "quotes": [
          "Following is the current “Standard Fee Schedule”:  1.00% of assets under management up to $1,000,000.  0.75% of assets under management from $1,000,000 up to $5,000,000.  0.50% of assets under management from $5,000,000 up to $10,000,000.  0.25% of assets under management in excess of $10,000,000."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000"
        ],
        "quotes": [
          "When fees are charged by the Financial Planner based on a percentage of assets-under-management, the account size must preferably satisfy a minimum requirement of two hundred and fifty thousand dollars ($250,000)."
        ]
      }
    ],
    "quotes": [
      "Following is the current “Standard Fee Schedule”:  1.00% of assets under management up to $1,000,000.  0.75% of assets under management from $1,000,000 up to $5,000,000.  0.50% of assets under management from $5,000,000 up to $10,000,000.  0.25% of assets under management in excess of $10,000,000.",
      "When fees are charged by the Financial Planner based on a percentage of assets-under-management, the account size must preferably satisfy a minimum requirement of two hundred and fifty thousand dollars ($250,000)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/washington-financial-group-inc-osterville-ma-132369.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 152,
      "fewer_than_5": false,
      "raum": 38491859.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 80550332.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132369",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}