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Find Top Financial Advisors in Bellevue, Washington

Flourishing into a major tech hub, Bellevue, Washington, is becoming strong competition to Silicon Valley and the likes. With the cost of living 64% above the national average, you'll want to find a financial advisor who can make your money grow as this city prospers. With over 1300 or more financial advisors to choose from in and around the area, finding one that can make your money work for you may be daunting. That's where we come in!


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Bellevue, Washington.

Finding the Top Financial Advisor in Bellevue, Washington

Last Updated - April 08, 2024

Bellevue has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Bellevue, Washington have an average of 28 years of experience.

NOTE: The list of vetted financial advisors in Bellevue, 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 Bellevue, Washington.

Qualified Financial Advisors in Bellevue, Washington

Financial Advisor Experience AUM Minimum Assets Fee Structure
Fulcrum Wealth Advisors, LLC
CFP®, AIF®
10940 NE 33rd Place,
Suite #210,
Bellevue, WA 98004
30 Years $0 $250,000 Fee-Based
Allworth Financial
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
Not Disclosed $10,000,000,000 Not Specified Fee-Based
John Easley
TALLUS CAPITAL
2101 4th Avenue Suite 710,
Seattle, WA 98121
26 Years Not Specified $0 Fee-Based

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Information on Qualified Financial Advisors in Bellevue, Washington

Qualifications 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

About Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC

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

About Allworth Financial

Allworth Financial

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


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.

About Tallus Capital

Tallus Capital

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


Customer Reviews

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Top Financial Advisor Firms in Bellevue, Washington (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CERCANO MANAGEMENT LLC
1110 112th Avenue Ne, Suite 202, Bellevue, WA 98004
45 34 $8,000,289,154
A Percentage of AUM, Performance Based
COLDSTREAM WEALTH MANAGEMENT
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
133 2858 $6,971,033,394
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PROJECT BY PROJECT BASIS)
EVERGREEN CAPITAL MANAGEMENT LLC
1412 112th Ave Ne, Suite 100, Bellevue, WA 98004
35 2659 $3,862,918,534
A Percentage of AUM, Fixed Fees, Performance Based, Other (NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE)
THE PACIFIC FINANCIAL GROUP, INC.
11811 Ne First St, Suite 201, Bellevue, WA 98005
85 19568 $3,039,889,861
A Percentage of AUM
PACIFIC FINANCIAL GROUP, LLC
11811 Ne 1st Street, Suite 201, Bellevue, WA 98005
13 17 $2,604,897,438
A Percentage of AUM, Other (NEGOTIATED FEES FOR RISKPRO)
PARCION PRIVATE WEALTH LLC
11980 Ne 24th St, Suite 210, Bellevue, WA 98005
28 1221 $1,745,409,940
A Percentage of AUM, Fixed Fees
BRISTLECONE ADVISORS LLC
10900 Ne 4th Street, Suite 1920, Bellevue, WA 98004
19 1142 $1,579,360,687
A Percentage of AUM, Fixed Fees
TSCHETTER GROUP
2155 112th Ave Ne, Bellevue, WA 98004
12 831 $1,336,058,959
A Percentage of AUM, Hourly charges, Fixed Fees
AUXANO ADVISORS
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004
15 1703 $1,024,874,400
A Percentage of AUM
SCS
10900 Ne 8th Street, 15th Floor - Suite 1550, Bellevue, WA 98004
30 2429 $1,005,857,024
A Percentage of AUM, Hourly charges, Fixed Fees
TRUTINA FINANCIAL
10811 Main Street, Bellevue, WA 98004-6323
16 1119 $941,531,587
A Percentage of AUM, Fixed Fees
ALTRAVUE CAPITAL, LLC
11747 Ne 1st Street, Suite 205, Bellevue, WA 98005
5 52 $907,812,247
A Percentage of AUM, Performance Based
PAUL R. RIED FINANCIAL GROUP, LLC
10801 Main Street, Suite 201, Bellevue, WA 98004-6366
8 2308 $876,429,114
A Percentage of AUM, Fixed Fees
SYNERGY ASSET MANAGEMENT, LLC
13231 Se 36th Street, Suite 215, Bellevue, WA 98006
11 1114 $678,188,644
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
AVIER WEALTH ADVISORS
10655 Ne 4th Street, Suite 500, Bellevue, WA 98004
16 2024 $641,273,673
A Percentage of AUM

    Frequently Asked Questions

    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.