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Find Top Financial Advisors in Bellingham, Washington

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.

Finding the Top Financial Advisor in Bellingham, Washington

Last Updated - November 24, 2023

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.

Qualified Financial Advisors in Bellingham, Washington

Financial Advisor Experience AUM Minimum Assets Fee Structure
Dan Perrino
1313 E Maple St,
Suite 209,
Bellingham, WA 98229
9 Years Not Specified $500,000 Fee-Only
Allworth Financial
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Are you a Financial Advisor in Bellingham?

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Information on Qualified Financial Advisors in Bellingham, Washington

Qualifications CRD# 11116
Firm CRD# 1123
Series 7, 66

Compensation/Fee Fee-Only, Based on Assets

Office Location 1313 E Maple St,
Suite 209,
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.

About Savvy Advisors Inc

Savvy Advisors Inc

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,
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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
1300 N State St., Bellingham, WA 98225-4730
69 101 $5,496,421,727
A percentage of AUM, Fixed fees, Performance Based
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226
14 3207 $935,880,675
A percentage of AUM, Hourly charges
2211 Rimland Drive, Suite 401, Bellingham, WA 98226
6 2313 $492,913,967
A percentage of AUM, Hourly charges, Fixed fees
405 32nd Street, Suite 201, Bellingham, WA 98225
7 1035 $264,861,587
A percentage of AUM, Fixed fees
119 N Commercial St, Ste 191, Bellingham, WA 98225
4 313 $158,476,095
A percentage of AUM, Hourly charges
316 E Mcleod Rd, Suite 105, Bellingham, WA 98226
4 658 $114,509,868
A percentage of AUM, Hourly charges
1310 10th St, Suite 101, Bellingham, WA 98225
3 733 $109,979,464
A percentage of AUM
1329 N. State St, Suite 206, Bellingham, WA 98225
2 338 $98,500,000
A percentage of AUM, Fixed fees, Performance Based, Other (SUBADVISORY SERVICES)
11 Bellwether Way, Suite 209, Bellingham, WA 98225
3 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
    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

      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.