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Portfolio Size of 100K and
above
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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.
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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
Yakima, Washington is a city of over 95,900 residents, with a cost of living that's 17% lower than the state average. To benefit from this city's cost of living, exploring avenues for financial growth can prove beneficial with the help of an experienced financial advisor. Fortunately, WiserAdvisor's directory is a helpful resource to find a vetted financial advisor or a financial advisory firm experienced in working with Yakima residents. Ranked and pre-screened financial professionals listed on our directory below can provide personalized advice on retirement planning, investment strategies, wealth management, estate planning, and more, enabling them to help you make informed decisions about your financial future in Yakima, Washington. You may also use our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
Yakima
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Yakima,
Washington
have an average of
30
years of experience.
NOTE: The list of vetted financial
advisors in
Yakima,
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
Yakima, Washington.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Steve Montgomery
CFA, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA, CPA, NSSA LEGION PRIVATE WEALTH MANAGEMENT 1206 N Dolarway Road, Suite 116, Ellensburg, WA 98926 |
30 Years | $50,000,000 | $250,000 | Fee-Based |
Qualifications
CRD# 4919043
Firm CRD# 322476
Series 7, 65, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
1206 N Dolarway Road,
Suite 116,
Ellensburg,
WA
98926
Phone Number
509-899-7252
Mr. Montgomery is the Founder and CEO of Legion Private Wealth Management. The combination of experience and the development of long-standing relationships across multiple asset sectors helped Mr. Montgomery developed and honed his skills to combine seemingly unrelated assets in unique ways and create new advantages. His real-world success and insight led Mr. Montgomery to leverage his desire in helping and advising people from harm's way bringing honor and hope to families all over the world. Before becoming an entrepreneur, Mr. Montgomery honed his ability to get to any table in his commitment to being a person of value and enjoyed a stellar career in the financial services industry with both Morgan Stanley Smith Barney and Merrill Lynch. This experience crafted his leadership and dealmaking skills. Mr. Montgomery proudly served in the U.S. Navy as a Search and Rescue Swimmer and graduated from the University of Washington with a Mechanical Engineering degree. He is the super proud husband of Lindsey and is a grateful father to three angels on loan who teach him the invaluable lessons of life.
Our process is focused on moving towards your ultimate vision and guided by your core values to experience the best results. Upon discovering these key pieces, we develop strategic priorities in your life and customize the plan to fit with your life and business.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 8 | 857 | $677,025,554 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 13 | 2811 | $611,758,617 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 3 | 49 | $170,222,000 | A Percentage of AUM
|
|
| 3 | 415 | $107,822,067 | A Percentage of AUM, Hourly charges
|
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.
