Our Only Quota is Your Satisfaction...


BASILICA has eliminated the traditional barriers in the relationship between clients and advisors by letting the client set the price. Your fee structure will be completely determined by you based on your unique situation. Clients all have unique goals, objectives, portfolios, and a desired level of support, and your fees should reflect this. As your needs become more complex, you can expand your service. Imagine working with an advisor who is never going to send you an arbitrary fee increase letter, because you set the price based on what you need from BASILICA, not the other way around.


Share Basilica Wealth Management

Disclaimer for Third Party

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, CA, & NC

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice and Financial Planning is offered through Financial Advocates Investment Management, LLC, a Registered Investment Advisor, DBA Basilica Wealth Management which is a separate entity from LPL Financial.

Boutique Approach

We believe the only way we can truly offer a boutique client experience is to keep the size of our client base manageable.  We are committed to delivering a fee efficient model by avoiding the cookie cutter type investing most other firms, large and small employ. Read More...

BASILICA Wealth Management‎

Keep up to date with all BASILICA news. Don't miss out on the latest market trends and advice.

Get In Touch