Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
A densely populated state like Washington has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Washington and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Washington
has
8
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
1681
non-vetted advisors in your local area. These financial advisors in
Washington
have an average of
19
years of experience.
NOTE: The list of vetted financial
advisors in
Washington
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Washington.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 9 Years | Not Specified | $500,000 | Fee-Only | |
| 10 Years | $16,000,000 | $250,000 | Fee-Only | |
| 26 Years | Not Specified | $0 | Fee-Based | |
| 22 Years | Not Specified | $250,000 | Fee-Only | |
| 11 Years | Not Specified | $750,000 | Fee-Based | |
|
Legion Private Wealth Management
CPA, CCIM®, CFP®, MSFS, NSSA®, CFA, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA, CFA®, CLU®, ChFC® LEGION PRIVATE WEALTH MANAGEMENT 1206 N Dolarway Road, Suite 116, Ellensburg, WA 98926 |
30 Years | $700,000,000 | $250,000 | Fee-Based |
|
Fulcrum Wealth Advisors, LLC
CFP®, AIF® FULCRUM WEALTH ADVISORS, LLC 10940 NE 33rd Place, Suite #210, Bellevue, WA 98004 |
30 Years | $0 | $250,000 | Fee-Based |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 11116
Firm CRD# 1123
Series 7, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
1313 E Maple St,
Suite 209,
Bellingham,
WA
98229
Phone Number
360-399-2466
Dan brings 10+ years of finance experience to Savvy. He is passionate about helping clients acheive their near and long-term financial goals. Dan's process begins with first gaining a strong understanding a one's current situation and goals, as well as what they're looking for in a relationship with a Financial Advisor. He then works with them to build and refine a financial plan, often collaborating with their Tax and Estate Planning professionals. Dan then recommends, implements, and manages a custom investment strategy spefically designed for their goals, risk tolerance, and tax situation. It's Dan's preference to meet with his clients quaterly to reivew the portfolio and their financial plan. There is no cost or obligation for Dan's Initial Consulation process.
Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1191470
Firm CRD# 310681
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
4424 6th Ave.,
Tacoma,
WA
98406
Phone Number
253-358-6109
Helping Successful Individuals, Families and Business Owners Protect & Grow Wealth, and Minimize Taxes In addition to being the firm's lead Investment Advisor, Crystal is a Certified Financial Planner (CFP) and an Enrolled Agent, Admitted to Practice Before the I.R.S.
Wealth Management, Financial Planning, Tax Services and Investment Management for Successful Professionals, Business Owners and Retirees.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
2101 4th Avenue Suite 710,
Seattle,
WA
98121
Phone Number
425-260-8022
John has worked for a number of firms, most recently Merrill Lynch, where he was the sales manager for the Seattle Complex and in charge of the new advisor training program. These firms all had one thing in common, they were not as client-focused as John felt they should be. Along with two other partners, John decided it was time to start a firm that was going to put his clients first and allow him to work with clients the way he wanted to work with them. So, he started Tallus. John began his career in 1994 and has focused building his experience on risk management strategies which involve a combination of hedging, income generating, fixed income, and option strategies. With a solid background in investments and a place to implement his ideas, John continually strived to add to the quality of his relationships with his clients. Having realized the impact the economy and stock market has had on investors over the last several years, John continually analyzes the current welfare of the markets and where we are as investors. This allows him to make the necessary and well informed decisions for his clients. John grew up in Great Falls, Montana and graduated from Gonzaga University in 1994, becoming registered later that year. John currently holds series 7, 8, 9, and 63 registrations with LPL Financial, 65 registration with Financial Advocates Investment Management, as well as insurance licenses. He lives in Seattle with his wife and son and is an avid tennis competitor.
At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. We understand today's financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
1601 Officers Row,
Vancouver,
WA
98661
Phone Number
360-823-0477
Matt has over twenty years helping clients prudently plan for their financial future and implement sound investment strategies. His wealth management career began in 2001 at First Independent Bank's trust department, where he was a securities specialist and portfolio manager. Prior to joining FVIM (2016), he spent nine years at Fisher Investments. There, he was an investment counselor for high-net-worth investors across the U.S. Along with holding an MBA and a bachelor's degree in business management and marketing, Matt is a CERTIFIED FINANCIAL PLANNER and a NAPFA-registered financial advisor. On a personal note, Matt is married to Kim and has three children: Jewels, Myah and Chase. The Ebelings have called Vancouver home since 2001 where they love exploring the many outdoor adventures the Pacific Northwest offers. They have had the privilege to build relationships with many refugee families that have come to Vancouver, coach little league baseball, and volunteer at Meals on Wheels.
As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life's transitions, personal and professional milestones, retirement, legacy goals, and more. All our wealth management services are rooted in making recommendations that serve your best interests, not ours. Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management
Qualifications
CRD# 5936809
Firm CRD# 316079
Series 7, 66
Compensation/Fee Fee-Based
Office Location
915 118th Ave SE Ste 140,
Bellevue,
WA
98005
Phone Number
253-973-4277
Glenn Rossman is a Financial Planner who focuses his entire practice on working with clients who are retiring soon, or work for Boeing, Microsoft, or Amazon.
Are you retiring soon or work for Boeing, Microsoft, or Amazon? If so, you've found a financial planning firm that serves clients just like you. Most firms work with anybody and act as generalists. TrueWealth Financial Partners believes that clients get higher quality advice by hiring a planning firm that caters to their exact needs. That's why we choose to focus our practice on working with clients who are retiring soon, or work at Boeing, Microsoft, or Amazon.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 322476
Series 7, 65, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
1206 N Dolarway Road,
Suite 116,
Ellensburg,
WA
98926
Phone Number
509-899-7252
Mr. Montgomery is the Founder and CEO of Legion Private Wealth Management. The combination of experience and the development of long-standing relationships across multiple asset sectors helped Mr. Montgomery developed and honed his skills to combine seemingly unrelated assets in unique ways and create new advantages. His real-world success and insight led Mr. Montgomery to leverage his desire in helping and advising people from harm's way bringing honor and hope to families all over the world. Before becoming an entrepreneur, Mr. Montgomery honed his ability to get to any table in his commitment to being a person of value and enjoyed a stellar career in the financial services industry with both Morgan Stanley Smith Barney and Merrill Lynch. This experience crafted his leadership and dealmaking skills. Mr. Montgomery proudly served in the U.S. Navy as a Search and Rescue Swimmer and graduated from the University of Washington with a Mechanical Engineering degree. He is the super proud husband of Lindsey and is a grateful father to three angels on loan who teach him the invaluable lessons of life.
Our process is focused on moving towards your ultimate vision and guided by your core values to experience the best results. Upon discovering these key pieces, we develop strategic priorities in your life and customize the plan to fit with your life and business.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2536341
Firm CRD# 13572
Series 7, 31, 63, 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
10940 NE 33rd Place,
Suite #210,
Bellevue,
WA
98004
Phone Number
425-250-6280
Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions. Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients. Our combined 121+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits and planning before product.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
Phone Number
888-242-6766
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 669 | 114998 | $428,918,167,506 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 10 | 108 | $38,582,892,926 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 114 | 16 | $20,712,000,000 | A percentage of AUM, Performance Based
|
|
| 3 | 6 | $1,269,490,155 | A percentage of AUM
|
|
| 4 | 35 | $354,254,778 | A percentage of AUM
|
|
| 3 | 43 | $288,258,279 | A percentage of AUM, Fixed fees
|
|
| 6 | 497 | $264,363,444 | A percentage of AUM, Fixed fees
|
|
| 2 | 15 | $250,000,000 | A percentage of AUM
|
|
| 15 | 2017 | $185,825,249 | A percentage of AUM
|
|
| 2 | 356 | $150,107,006 | A percentage of AUM
|
|
| 5 | 150 | $128,000,000 | A percentage of AUM, Hourly charges, Other (SET-UP FEE)
|
|
| 2 | 80 | $115,174,333 | A percentage of AUM
|
|
| 16 | 669 | $113,113,346 | A percentage of AUM
|
|
| 9 | 155 | $108,000,000 | A percentage of AUM
|
|
| 1 | 2 | $59,119,967 | A percentage of AUM
|
Working with a financial advisor in Washington can present numerous benefits. You'll be able to tap into their extensive knowledge and years of experience working with Washington residents. A financial advisor can also streamline your financial management, assist in minimizing investment risks, recommend strategies for improvement, and potentially increase your investment returns. For further information, explore The Benefits Of Working With A Financial Advisor.
When you are ready to choose a financial advisor in Washington, it is important to consider their qualifications, years of experience, method of compensation, and track record. Look for advisors who are licensed and registered with FINRA or the SEC, have the appropriate education, and have a history of providing sound financial advice to clients in Washington. To learn more, read the guide on choosing the best financial advisor.
Financial advisors and planners in Washington can offer various financial planning services such as investment planning, retirement planning, education planning, tax planning, estate planning, and more. The specific financial planning services offered will depend on the financial professional's area of expertise and their client's needs. If you are looking to improve your financial planning strategy, explore the 5 Financial Planning Tips For A Happy And Prosperous Future.
Financial advisors typically recommend a variety of investment strategies based on their client's financial goals, risk tolerance, and time horizon. Common investment strategies include diversification, asset allocation, long-term investing, and periodic portfolio rebalancing. To better understand your portfolio and discover how a financial advisor can support your investment strategies, read about the 8 questions to ask your financial advisor about your investment portfolio.
Determining whether you need a financial advisor or can handle your finances independently depends on various factors. Consider seeking a financial advisor if you lack the time, expertise, or confidence to effectively manage your finances. Additionally, if you have complex financial goals, need guidance on investment strategies, or require assistance with tax planning and retirement planning, a financial advisor can provide support. If you need a financial advisor, we recommend using the free financial advisor match tool to find financial advisors matched to your specific needs.
The cost of hiring a financial advisor in Washington varies depending on the advisor's experience, services, and fee structure. Financial advisors typically charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
When choosing a financial advisor in Washington, it's important to consider their credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the SEC or FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors in Washington state, specifically tailored to your financial needs.
