Find Top Financial Advisors in Bellingham, 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 Bellingham, Washington
Last Updated - 04-Aug-2022

Bellingham has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 48 non-vetted advisors in your local area. These financial advisors in Bellingham, Washington have an average of 22 years of experience.

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

Qualified Financial Advisors in Bellingham, Washington
Financial Advisor Experience AUM Minimum Assets Fee Structure
Craig Brown
113 W Chestnut Street,
Bellingham, WA 98225
22 100 Million 250,000 Fee-Only

Information on Qualified Financial Advisors in Bellingham

Qualifications CRD# 4157722
Firm CRD# 6413
Series 7, 66

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

Office Location 113 W Chestnut Street,
Phone Number 360-392-2882

Craig and his wife Jill married in 1999, they have two daughters Hannah (2003), Faith (2011) and Son Ethan (2012) they are proud to be raising them in Washington. Outside of work and family, Craig has been involved with Rugby for over 30 years as an Athlete, Coach and Leader at the Local, Regional and National level with USA Rugby as a National Team Manager for 7 years and has served on many local, regional and national boards or committees for various organizations.

About MultiGen Wealth Services, Inc. (LPL Financial)

Independent Financial Services firm utilizing LPL Financial as its Broker/Dealer. Attention to detail with focused skill set on Financial Planning, Investment Management and Insurance. A complete detailed structure around services and the annual client experience in working with us.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Top Financial Advisor Firms in Bellingham, Washington (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Saturna Capital Corporation
1300 N State St.,
Bellingham, WA 98225-4730
$5,496,421,727 101 A percentage of AUM
Fixed fees
Performance Based
Financial Plan, Inc.
2115 Barkley Blvd. , Suite 101,
Bellingham, WA 98226
$935,880,675 3207 A percentage of AUM
Hourly charges
Tradewinds Capital Management, Llc
2211 Rimland Drive , Suite 401,
Bellingham, WA 98226
$492,913,967 2313 A percentage of AUM
Hourly charges
Fixed fees
Skyline Advisors, Inc.
405 32nd Street , Suite 201,
Bellingham, WA 98225
$264,861,587 1035 A percentage of AUM
Fixed fees
Waycross Investment Management Co
119 N Commercial St , Ste 191,
Bellingham, WA 98225
$158,476,095 313 A percentage of AUM
Hourly charges
Bellingham Capital
316 E Mcleod Rd , Suite 105,
Bellingham, WA 98226
$114,509,868 658 A percentage of AUM
Baring Financial Llc
306 N Commercial St,
Bellingham, WA 98225
$109,979,464 733 A percentage of AUM
Hourly charges
Wealthmark, Llc
1329 N. State St , Suite 206,
Bellingham, WA 98225
$98,500,000 338 A percentage of AUM
Fixed fees
Performance Based
Strategic Asset Alliance
11 Bellwether Way , Suite 209,
Bellingham, WA 98225
$0 0 Fixed fees

    List of Additional Advisors in Bellingham, Washington*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Austin Neufeld
    Inquire with Austin
    2200 Rimland Drive, Suite 105, Bellingham, WA  98226 360-788-7000
    BayPort Financial
    Inquire with BayPort
    2620 North Harbor Loop Drive, #26, Bellingham, WA  98225 360-332-8900
    Blayne Barnhart
    Inquire with Blayne
    119 N Commercial St, Ste 325, Bellingham, WA  98225 360-333-8258
    Adam J Faber
    Inquire with Adam
    119 N Commercial St, Ste 170, Bellingham, WA  98225 360-734-9000
    Timothy T Anderson
    Inquire with Timothy
    1140 10th St, Ste 207, Bellingham, WA  98225 360-392-2836
    Jeffrey Keown
    Inquire with Jeffrey
    119 N Commercial St, Ste 170, Bellingham, WA  98225 360-734-9000
    Thomas Bajema
    Inquire with Thomas
    119 N Commercial St, Ste 170, Bellingham, WA  98225 360-734-9000
    Gene Hanacek
    Inquire with Gene
    114 W Magnolia St, Ste 416, Bellingham, WA  98225 360-733-1248
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    2200 Rimland Drive, Suite 105, Bellingham, WA  98226 360-734-8500
    Terry Davis
    Inquire with Terry
    2200 Rimland Drive, Suite 105, Bellingham, WA  98226 360-650-1780
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