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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
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
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
48
non-vetted advisors in your local area. These financial advisors in
Bellingham, Washington
have an average of
22
years of experience.
NOTE: The list of financial
advisors in
Bellingham, Washington
mentioned below do 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.
| Qualified Financial Advisors in Bellingham, Washington | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Craig Brown
CRPC® MULTIGEN WEALTH SERVICES, INC. (LPL FINANCIAL) 113 W Chestnut Street, Bellingham, WA 98225 |
22 | 100 Million | 250,000 | Fee-Only |
Qualifications
CRD# 4157722
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Only, Based on Assets, Flat Fee
Office Location
113 W Chestnut Street,
Bellingham,
WA
98225
Phone Number
360-392-2882
Craig and his wife Jill married in 1999, they have two daughters Hannah (2003), Faith (2011) and Son Ethan (2012) they are proud to be raising them in Washington. Outside of work and family, Craig has been involved with Rugby for over 30 years as an Athlete, Coach and Leader at the Local, Regional and National level with USA Rugby as a National Team Manager for 7 years and has served on many local, regional and national boards or committees for various organizations.
Independent Financial Services firm utilizing LPL Financial as its Broker/Dealer. Attention to detail with focused skill set on Financial Planning, Investment Management and Insurance. A complete detailed structure around services and the annual client experience in working with us.
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, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Bellingham, Washington (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Saturna Capital Corporation
1300 N State St., Bellingham, WA 98225-4730 |
$5,496,421,727 | 101 |
A percentage of AUM Fixed fees Performance Based |
| Tradewinds Capital Management, Llc
2211 Rimland Drive , Suite 401, Bellingham, WA 98226 |
$1,105,073,555 | 4257 |
A percentage of AUM Hourly charges Fixed fees |
| Financial Plan, Inc.
2115 Barkley Blvd. , Suite 101, Bellingham, WA 98226 |
$935,880,675 | 3207 |
A percentage of AUM Hourly charges |
| Skyline Advisors, Inc.
405 32nd Street , Suite 201, Bellingham, WA 98225 |
$264,861,587 | 1035 |
A percentage of AUM Fixed fees |
| Waycross Investment Management Co
119 N Commercial St , Ste 191, Bellingham, WA 98225 |
$158,476,095 | 313 |
A percentage of AUM Hourly charges |
| Bellingham Capital
316 E Mcleod Rd , Suite 105, Bellingham, WA 98226 |
$114,509,868 | 658 |
A percentage of AUM Hourly charges |
| Baring Financial Llc
306 N Commercial St, Bellingham, WA 98225 |
$109,979,464 | 733 |
A percentage of AUM |
| Wealthmark, Llc
1329 N. State St , Suite 206, Bellingham, WA 98225 |
$98,500,000 | 338 |
A percentage of AUM Fixed fees Performance Based Other (SUBADVISORY SERVICES) |
| Strategic Asset Alliance
11 Bellwether Way , Suite 209, Bellingham, WA 98225 |
$0 | 0 |
Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Austin Neufeld Inquire with Austin |
2200 Rimland Drive, Suite 105, Bellingham, WA 98226 | 360-788-7000 |
| BayPort Financial Inquire with BayPort |
2620 North Harbor Loop Drive, #26, Bellingham, WA 98225 | 360-332-8900 |
| Blayne Barnhart Inquire with Blayne |
119 N Commercial St, Ste 325, Bellingham, WA 98225 | 360-333-8258 |
| Adam J Faber Inquire with Adam |
119 N Commercial St, Ste 170, Bellingham, WA 98225 | 360-734-9000 |
| Timothy T Anderson Inquire with Timothy |
1140 10th St, Ste 207, Bellingham, WA 98225 | 360-392-2836 |
| Jeffrey Keown Inquire with Jeffrey |
119 N Commercial St, Ste 170, Bellingham, WA 98225 | 360-734-9000 |
| Thomas Bajema Inquire with Thomas |
119 N Commercial St, Ste 170, Bellingham, WA 98225 | 360-734-9000 |
| Gene Hanacek Inquire with Gene |
114 W Magnolia St, Ste 416, Bellingham, WA 98225 | 360-733-1248 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
2200 Rimland Drive, Suite 105, Bellingham, WA 98226 | 360-734-8500 |
| Terry Davis Inquire with Terry |
2200 Rimland Drive, Suite 105, Bellingham, WA 98226 | 360-650-1780 |
Grow your AUM with pre-qualified leads!
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