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.
Tacoma
has
5
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
71
non-vetted advisors in your local area. These financial advisors in
Tacoma, Washington
have an average of
26
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 |
Michael Oldenburg
EDELMAN FINANCIAL ENGINES, LLC 2505 S. 320th Street, Suite 220, Federal Way, WA 98003 |
23 | Not Specified | Not Specified | Fee-Based |
Daniel Wiersma
AIF® HARBOR WEALTH MANAGEMENT / LPL FINANCIAL 5801 Soundview Drive #250, Gig Harbor, WA 98335 |
30 | $40,000,000 | 250000 | Fee-Based |
John Easley
TALLUS CAPITAL 2101 4th Avenue Suite 710, Seattle, WA 98121 |
26 | Not Specified | $250K+ | Fee-Based |
Jim Falcone
CFP®, AIF®, Accredited Investment Fiduciary® (AIF) FULCRUM WEALTH ADVISORS, LLC 10940 NE 33rd Place, Suite #210, Bellevue, WA 98004 |
28 | NTK | $250,000 | Fee-Based |
Bret Butcher
CFP® ALLWORTH FINANCIAL 9706 4th Avenue NE Suite 315, Seattle, WA 98115 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 3013655
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
2505 S. 320th Street, Suite 220,
Federal Way,
WA
98003
Phone Number
425-386-8433
I have worked in domestic and international financial markets, which included around 10 years in Tokyo, Japan. I have always believed in the importance of having a financial game plan. So together, my clients and I work in partnership to establish, monitor and adjust their financial game plan as they pursue their financial goals.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 2126442
Firm CRD# 2126442
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly
Office Location
5801 Soundview Drive #250,
Gig Harbor,
WA
98335
Phone Number
253-858-6004
Dan Wiersma is the owner of Harbor Wealth Management and has been a Financial Advisor since 1992. He developed this client-centered firm in 2010 to provide comprehensive financial services in a supportive and comfortable environment. Dan listens closely to his clients and works hard to provide a plan that fits their unique needs. He brings a wealth of knowledge and a depth of caring when working with his clients and takes great care to understand what is important to them. Dan is happy to welcome new clients and looks forward to co-creating a financial plan that fits your goals. Dan grew up in Canby, Oregon on a Christmas tree farm. He later attended Pacific Lutheran University where he met his wife, Erika. They are raising their family in beautiful Gig Harbor and enjoy the many outdoor activities this area offers. Dan holds the following Registrations and Licenses through LPL Financial: FINRA Series 6,7,63,65 Insurance License State of WA, CA AIF Designation - Accredited Investment Fiduciary
At Harbor Wealth Management we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill
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, Insurance Products & Annuities
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.
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# 2536341
Firm CRD# 13572
Series 7, 31, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
10940 NE 33rd Place,
Suite #210,
Bellevue,
WA
98004
Phone Number
425-250-6280
Our Mission is to help protect, preserve and grow family wealth as it pertains to our client's individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our client's wealth growth strategy. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments, and cash. We recognize the value of long-term planning, by seamlessly integrating cutting-edge investment strategy, modern portfolio theory, and non-traditional systems modeling into a complete plan.
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# 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.”
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 |
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 |
* 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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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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