Find Top Financial Advisors in Bellingham, Washington

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Finding the Top Financial Advisor in Bellingham, Washington
Last Updated - 16-Mar-2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in Bellingham, Washington
Financial Advisor Experience AUM Minimum Assets Fee Structure
Allworth Financial
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Bellingham

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based

Office Location 9706 4th Avenue NE Suite 315,
Phone Number 888-242-6766

About 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

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

Firm Name AUM No. of Clients Fee Structure
1300 N State St.,
Bellingham, WA 98225-4730
$5,496,421,727 101 A percentage of AUM
Fixed fees
Performance Based
2115 Barkley Blvd. , Suite 101,
Bellingham, WA 98226
$935,880,675 3207 A percentage of AUM
Hourly charges
2211 Rimland Drive , Suite 401,
Bellingham, WA 98226
$492,913,967 2313 A percentage of AUM
Hourly charges
Fixed fees
405 32nd Street , Suite 201,
Bellingham, WA 98225
$264,861,587 1035 A percentage of AUM
Fixed fees
119 N Commercial St , Ste 191,
Bellingham, WA 98225
$158,476,095 313 A percentage of AUM
Hourly charges
316 E Mcleod Rd , Suite 105,
Bellingham, WA 98226
$114,509,868 658 A percentage of AUM
Hourly charges
1310 10th St , Suite 101,
Bellingham, WA 98225
$109,979,464 733 A percentage of AUM
1329 N. State St , Suite 206,
Bellingham, WA 98225
$98,500,000 338 A percentage of AUM
Fixed fees
Performance Based
11 Bellwether Way , Suite 209,
Bellingham, WA 98225
$0 0 Fixed fees

    List of Additional Advisors in Bellingham, Washington*

    * 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
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      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?