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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 - 24-Jan-2023

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

Information on Qualified Financial Advisors in Mercer Island

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

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
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

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# 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.

About TrueWealth Financial Partners

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.

About Tallus Capital

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.”

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 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

    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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