Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Vancouver
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
89
non-vetted advisors in your local area. These financial advisors in
Vancouver,
Washington
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Vancouver,
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
Vancouver, Washington.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 22 Years | Not Specified | $250,000 | Fee-Only |
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
1601 Officers Row,
Vancouver,
WA
98661
Phone Number
360-823-0477
Matt has over twenty years helping clients prudently plan for their financial future and implement sound investment strategies. His wealth management career began in 2001 at First Independent Bank's trust department, where he was a securities specialist and portfolio manager. Prior to joining FVIM (2016), he spent nine years at Fisher Investments. There, he was an investment counselor for high-net-worth investors across the U.S. Along with holding an MBA and a bachelor's degree in business management and marketing, Matt is a CERTIFIED FINANCIAL PLANNER and a NAPFA-registered financial advisor. On a personal note, Matt is married to Kim and has three children: Jewels, Myah and Chase. The Ebelings have called Vancouver home since 2001 where they love exploring the many outdoor adventures the Pacific Northwest offers. They have had the privilege to build relationships with many refugee families that have come to Vancouver, coach little league baseball, and volunteer at Meals on Wheels.
As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life's transitions, personal and professional milestones, retirement, legacy goals, and more. All our wealth management services are rooted in making recommendations that serve your best interests, not ours. Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 30 | 2861 | $1,047,966,061 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 12 | 2969 | $1,010,972,511 | A percentage of AUM
|
|
| 10 | 1614 | $574,950,752 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 694 | $487,939,464 | A percentage of AUM, Other (SOME ARE FREE)
|
|
| 11 | 1752 | $378,737,196 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 11 | 1499 | $301,990,650 | A percentage of AUM, Fixed fees, Commision Based, Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS)
|
|
| 3 | 159 | $273,355,623 | A percentage of AUM
|
|
| 3 | 914 | $252,414,942 | A percentage of AUM, Fixed fees
|
|
| 2 | 236 | $206,721,226 | A percentage of AUM, Hourly charges
|
|
| 3 | 521 | $157,825,101 | A percentage of AUM, Hourly charges
|
|
| 4 | 497 | $130,472,737 | A percentage of AUM, Fixed fees
|
|
| 2 | 177 | $120,753,420 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 2 | $59,119,967 | A percentage of AUM
|
|
| 7 | 55 | $34,366,427 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 0 | $0 | Other (SUBSCRIPTION FEES FOR PERSONALIZED FINANCIAL PLANNING SERVICES)
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 1701 SE Columbia River Dr Ste120, Vancouver, WA 98661 | 360-992-7981 | |
| 1701 SE Columbia River Dr, Ste 120, Vancouver, WA 98661 | 360-992-8060 | |
| 1701 SE Columbia River Dr, Ste 120, Vancouver, WA 98661 | 360-992-7995 | |
| 1499 SE Tech Center Pl, Ste 220, Vancouver, WA 98683 | 360-713-5530 | |
| 1701 SE Columbia River Dr, Ste 120, Vancouver, WA 98661 | 360-992-7989 | |
| 1499 SE Tech Center Pl, Ste 220, Vancouver, WA 98683 | 360-713-5474 | |
| 1499 SE Tech Center Pl, Ste 220, Vancouver, WA 98683 | 360-713-5481 | |
| 1499 SE Tech Center Pl, Ste 220, Vancouver, WA 98683 | 360-713-5485 | |
| 1499 SE Tech Center Pl, Ste 220, Vancouver, WA 98683 | 360-713-5503 | |
| 1499 SE Tech Center Pl, Ste 220, Vancouver, WA 98683 | 360-713-5493 |
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.
