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Your service helped us connect with Brian who had clients similar to our situation.
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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.
Mercer Island
has
5
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
13
non-vetted advisors in your local area. These financial advisors in
Mercer Island, Washington
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Mercer Island, 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
Mercer Island, Washington.
| Qualified Financial Advisors in Mercer Island, Washington | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| S. R. Schill & Associates Financial Planners & Advisors
S. R. SCHILL & ASSOCIATES FINANCIAL PLANNERS & ADVISORS 2448 76th Ave SE, Suite 107, Mercer Island, WA 98040 |
Not Disclosed | $260,000,000 | Not Specified | Fee-Only |
| Fulcrum Wealth Advisors, LLC
Accredited Investment Fiduciary® (AIF), CFP®, AIF® FULCRUM WEALTH ADVISORS, LLC 10940 NE 33rd Place, Suite #210, Bellevue, WA 98004 |
28 | NTK | $250,000 | Fee-Based |
| Glenn Rossman
TRUEWEALTH FINANCIAL PARTNERS 915 118th Ave SE Ste 140, Bellevue, WA 98005 |
11 | Not Specified | $750,000 | Fee-Based |
| John Easley
TALLUS CAPITAL 2101 4th Avenue Suite 710, Seattle, WA 98121 |
26 | Not Specified | $250K+ | Fee-Based |
| Bret Butcher
CFP® ALLWORTH FINANCIAL 9706 4th Avenue NE Suite 315, Seattle, WA 98115 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
Firm CRD# 105864
Series 7, 63, 65
Compensation/Fee Fee-Only
Office Location
2448 76th Ave SE, Suite 107,
Mercer Island,
WA
98040
Phone Number
206-275-2700
S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation. We're a family, here for your family.
Advisory Services Provided:
Portfolio Management, Financial Advice & Consulting
Qualifications
CRD# 2536341
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
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
CRD# 5936809
Firm CRD# 316079
Series 7, 66
Compensation/Fee Fee-Based
Office Location
915 118th Ave SE Ste 140,
Bellevue,
WA
98005
Phone Number
253-973-4277
Glenn Rossman is a Financial Planner who focuses his entire practice on working with clients who are retiring soon, or work for Boeing, Microsoft, or Amazon.
Are you retiring soon or work for Boeing, Microsoft, or Amazon? If so, you've found a financial planning firm that specializes in serving clients just like you. Most firms work with anybody and act as generalists. TrueWealth Financial Partners believes that clients get higher quality advice by hiring a planning firm that caters to their exact needs. That's why we choose to specialize exclusively in working with clients who are retiring soon, or work at Boeing, Microsoft, or Amazon.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, 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.
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
Qualifications
CRD# 5257622
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
Phone Number
888-242-6766
Allworth Financial's Bret Butcher, CFP®, MBA, serves the Seattle area and has more than 14 years of research and advisory experience in the financial sector. Bret grew up in Southern California, receiving his undergraduate degree from California State University San Bernardino before going on to earn an MBA from the School of Business at the University of California, Riverside. When not enjoying all his neighborhood of Ballard has to offer with his family, Bret spends time working for dog rescue organizations. “Easily, the most rewarding part of my career is guiding someone through the planning and implementation process, and then up to, into and through retirement,” he said. Adding: “I can’t emphasize enough that, when it comes to saving, it is always better to have a plan.”
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 Mercer Island, Washington (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| NORTHWEST ASSET MANAGEMENT
2835 82nd Avenue Se , Ste 100, Mercer Island, WA 98040 |
$3,232,723,892 | 8139 |
A percentage of AUM Hourly charges Fixed fees |
| S. R. SCHILL & ASSOCIATES, INC.
2448 - 76th Ave Se , Suite 107, Mercer Island, WA 98040 |
$262,452,307 | 597 |
A percentage of AUM Fixed fees |
| THE FAUSER GROUP, LLC
7785 Sunset Highway Se , Suite 249, Mercer Island, WA 98040 |
$168,994,517 | 759 |
A percentage of AUM Hourly charges Fixed fees |
| THE PLANNER'S EDGE LLC
2737 78th Avenue Se , Suite 103, Mercer Island, WA 98040 |
$147,864,886 | 225 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| David Lee Inquire with David |
7525 SE 24th St, Ste 120, Mercer Island, WA 98040 | 425-709-2345 |
| Waypoint Wealth Advisors Inquire with Waypoint |
9725 SE 36th St, Ste 308, Mercer Island, WA 98040 | 206-236-8054 |
| David B Richardson Inquire with David |
9725 SE 36th St, Ste 210, Mercer Island, WA 98040 | 206-453-3506 |
| Erin Scannell Inquire with Erin |
7525 SE 24th St, Ste 120, Mercer Island, WA 98040 | 425-709-2345 |
| Steven Fox Inquire with Steven |
7525 SE 24th St, Ste 120, Mercer Island, WA 98040 | 425-709-2345 |
| Heritage Wealth Advisors Inquire with Heritage |
7525 SE 24th St, Ste 120, Mercer Island, WA 98040 | 425-709-2345 |
| Jeffrey Johnson Inquire with Jeffrey |
7525 SE 24th St, Ste 120, Mercer Island, WA 98040 | 425-709-2345 |
| Donald Lee Inquire with Donald |
9725 SE 36th St, Ste 308, Mercer Island, WA 98040 | 206-236-8054 |
| The Hedrick Co. Inquire with Hedrick |
4500 90th Avenue Southeast, Mercer Island, WA 98040 | 206-232-8807 |
| Kirk Neamen Inquire with Kirk |
9725 SE 36th St, Ste 210, Mercer Island, WA 98040 | 206-420-8803 |
Grow your AUM with pre-qualified leads!
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.
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