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Find Top Financial Advisors in Tacoma, 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.

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 Tacoma, Washington
Last Updated - 20-Mar-2023

Tacoma has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 72 non-vetted advisors in your local area. These financial advisors in Tacoma, Washington have an average of 21 years of experience.

NOTE: The list of financial advisors in Tacoma, 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 Tacoma, Washington.

Qualified Financial Advisors in Tacoma, Washington
Financial Advisor Experience AUM Minimum Assets Fee Structure
John Easley
TALLUS CAPITAL
2101 4th Avenue Suite 710,
Seattle, WA 98121
26 Not Specified $250K+ Fee-Based
Glenn Rossman
TRUEWEALTH FINANCIAL PARTNERS
915 118th Ave SE Ste 140,
Bellevue, WA 98005
11 Not Specified $750,000 Fee-Based
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
Allworth Financial
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 Tacoma

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# 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 serves 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 focus our practice on 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# 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 Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
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 Tacoma, Washington (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
D'ANNUNZIO CONSULTING GROUP, LLC
621 Pacific Avenue , Suite 216,
Tacoma, WA 98402
$1,833,034,763 43 Fixed fees
BENCHMARK PLUS MANAGEMENT
820 A Street , Suite 700,
Tacoma, WA 98402
$984,038,754 9 A percentage of AUM
Performance Based
FINANCIAL INSIGHTS INC
1551 Broadway , Suite 600,
Tacoma, WA 98402
$533,631,424 755 A percentage of AUM
Hourly charges
COLUMBIA RIVER ADVISORS
2115 N 30th Street, Suite 102,
Tacoma, WA 98403
$496,036,734 1018 A percentage of AUM
Hourly charges
PACIFIC CURRENT GROUP
2323 North 30th Street , Suite 201,
Tacoma, WA 98403
$346,991,519 1 Other (BUDGETED MANAGEMENT FEE)
SENESCHAL ADVISORS, LLC
2312 N. 30th Street , Suite 101,
Tacoma, WA 98403
$227,503,103 559 A percentage of AUM
Hourly charges
Fixed fees
STOLZ & ASSOCIATES, PS
3102 Ruston Way , Ste A,
Tacoma, WA 98402
$169,624,420 422 A percentage of AUM
GOULD CAPITAL, LLC
2323 N 31st Street , Ste 100,
Tacoma, WA 98403
$159,255,355 380 A percentage of AUM
Fixed fees
PORTFOLIO STRATEGIES INC
621 Pacific Avenue Suite 15,
Tacoma, WA 98402
$94,340,766 547 A percentage of AUM

    List of Additional Advisors in Tacoma, Washington*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Beacon Northwest Group
    Inquire with Beacon
    1301 A Street, Suite 300, Tacoma, WA  98402 253-593-5000
    Behm Financial
    Inquire with Behm
    4424 6th Avenue, Suite 1A, Tacoma, WA  98406 253-640-8437
    Richard Devlin
    Inquire with Richard
    1201 Pacific Ave, Ste 1250, Tacoma, WA  98402 253-761-2766
    Darlene Poch
    Inquire with Darlene
    1201 Pacific Ave, Ste 1250, Tacoma, WA  98402 253-503-4331
    Rhonda Hauter
    Inquire with Rhonda
    1201 Pacific Ave, Ste 1250, Tacoma, WA  98402 253-752-7144
    Peter Ross Smith
    Inquire with Peter
    1201 Pacific Ave, Ste 1250, Tacoma, WA  98402 253-752-0230
    Joey R Smith
    Inquire with Joey
    1201 Pacific Ave, Ste 1250, Tacoma, WA  98402 253-752-0230
    Jason Ledesma
    Inquire with Jason
    2702 S 42nd St, Ste 204, Tacoma, WA  98409 253-472-8200
    Thomas Baker
    Inquire with Thomas
    2702 S 42nd St, Ste 204, Tacoma, WA  98409 253-472-8200
    Robert Davis
    Inquire with Robert
    2702 S 42nd St, Ste 204, Tacoma, WA  98409 253-472-8200
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