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
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
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.
Bellingham
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
51
non-vetted advisors in your local area. These financial advisors in
Bellingham,
Washington
have an average of
9
years of experience.
NOTE: The list of vetted financial
advisors in
Bellingham,
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
Bellingham, Washington.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 9 Years | Not Specified | $500,000 | Fee-Only | |
| 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
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 |
|---|---|---|---|---|
| 69 | 101 | $5,496,421,727 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 14 | 3207 | $935,880,675 | A percentage of AUM, Hourly charges
|
|
| 6 | 2313 | $492,913,967 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 1035 | $264,861,587 | A percentage of AUM, Fixed fees
|
|
| 4 | 313 | $158,476,095 | A percentage of AUM, Hourly charges
|
|
| 4 | 658 | $114,509,868 | A percentage of AUM, Hourly charges
|
|
| 3 | 733 | $109,979,464 | A percentage of AUM
|
|
| 2 | 338 | $98,500,000 | A percentage of AUM, Fixed fees, Performance Based, Other (SUBADVISORY SERVICES)
|
|
| 3 | 0 | $0 | Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 2200 Rimland Drive, Suite 105, Bellingham, WA 98226 | 360-788-7000 | |
| 2620 North Harbor Loop Drive, #26, Bellingham, WA 98225 | 360-332-8900 | |
| 119 N Commercial St, Ste 325, Bellingham, WA 98225 | 360-333-8258 | |
| 119 N Commercial St, Ste 170, Bellingham, WA 98225 | 360-734-9000 | |
| 1140 10th St, Ste 207, Bellingham, WA 98225 | 360-392-2836 | |
| 119 N Commercial St, Ste 170, Bellingham, WA 98225 | 360-734-9000 | |
| 119 N Commercial St, Ste 170, Bellingham, WA 98225 | 360-734-9000 | |
| 114 W Magnolia St, Ste 416, Bellingham, WA 98225 | 360-733-1248 | |
| 2200 Rimland Drive, Suite 105, Bellingham, WA 98226 | 360-734-8500 | |
| 2200 Rimland Drive, Suite 105, Bellingham, WA 98226 | 360-650-1780 |
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.
