Find Top Financial Advisors in Mercer Island, Washington

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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.

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Finding the Top Financial Advisor in Mercer Island, Washington
Last Updated - 10-May-2022

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 44 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 & Assoc. Planners & Advisors
2448 76th Ave SE, Suite 107,
Mercer Island, WA 98040
99 $260,000,000 Not Specified Fee-Only
Jim Falcone
CFP®, AIF®, Accredited Investment Fiduciary® (AIF)
10940 NE 33rd Place,
Bellevue, WA 98004
25 NTK $250,000 Fee-Based
Bret Butcher
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
Not Disclosed Not Specified Not Specified Fee-Based
Michael Oldenburg
2505 S. 320th Street, Suite 220,
Federal Way, WA 98003
23 Not Specified Not Specified Fee-Based
Daniel Wiersma
5801 Soundview Drive #250,
Gig Harbor, WA 98335
30 $40,000,000 250000 Fee-Based

Information on Qualified Financial Advisors in Mercer Island

Qualifications CRD# 413364
FirmCRD# 105864
Series 7, 63, 65

Compensation/Fee Fee-Only

Office Location 2448 76th Ave SE, Suite 107,
Mercer Island,
Phone Number 206-275-2700

Since 1987, S. R. Schill & Associates has been helping our clients realize their dreams-- dreams of financial security, sending their children to college and enjoying their retirement. We are a family-run business that provides a full range of wealth management services for individuals and families while placing an emphasis on one-on-one relationships. We make it possible for everyone to have a financial plan prepared by a fee-only fiduciary.

About S. R. Schill & Associates Financial Planners & Advisors

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
FirmCRD# 13572
Series 7, 31, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly

Office Location 10940 NE 33rd Place,
Suite #210,
Phone Number 425-250-6280

Our Mission is to help protect, preserve and grow family wealth as it pertains to our client's individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our client's wealth growth strategy. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments, and cash. We recognize the value of long-term planning, by seamlessly integrating cutting-edge investment strategy, modern portfolio theory, and non-traditional systems modeling into a complete plan.

About Fulcrum Wealth Advisors, LLC

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# 5257622
FirmCRD# 111167

Compensation/Fee Fee-Based

Office Location 9706 4th Avenue NE Suite 315,
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.”

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

Qualifications CRD# 3013655
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based

Office Location 2505 S. 320th Street, Suite 220,
Federal Way,
Phone Number 425-386-8433

I have worked in domestic and international financial markets, which included around 10 years in Tokyo, Japan. I have always believed in the importance of having a financial game plan. So together, my clients and I work in partnership to establish, monitor and adjust their financial game plan as they pursue their financial goals.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Qualifications CRD# 2126442
FirmCRD# 2126442
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly

Office Location 5801 Soundview Drive #250,
Gig Harbor,
Phone Number 253-858-6004

Dan Wiersma is the owner of Harbor Wealth Management and has been a Financial Advisor since 1992. He developed this client-centered firm in 2010 to provide comprehensive financial services in a supportive and comfortable environment. Dan listens closely to his clients and works hard to provide a plan that fits their unique needs. He brings a wealth of knowledge and a depth of caring when working with his clients and takes great care to understand what is important to them. Dan is happy to welcome new clients and looks forward to co-creating a financial plan that fits your goals. Dan grew up in Canby, Oregon on a Christmas tree farm. He later attended Pacific Lutheran University where he met his wife, Erika. They are raising their family in beautiful Gig Harbor and enjoy the many outdoor activities this area offers. Dan holds the following Registrations and Licenses through LPL Financial: FINRA Series 6,7,63,65 Insurance License State of WA, CA AIF Designation - Accredited Investment Fiduciary

About Harbor Wealth Management / LPL Financial

At Harbor Wealth Management we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill

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, Insurance Products & Annuities

Top Financial Advisor Firms in Mercer Island, Washington
Firm Name AUM No. of Clients Fee Structure
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
Eq Wealth Management
2835 82nd Avenue Se , Suite 300-A,
Mercer Island, WA 98040
$486,899,703 1439 A percentage of AUM
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
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
Northwest Asset Management
2835 82nd Avenue Se , Ste 300,
Mercer Island, WA 98040
$3,232,723,892 8139 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Mercer Island, Washington*

    * 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
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