SATURNA CAPITAL CORPORATION
Bellingham, WA
AUM
$8.62B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
360-734-9900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA, BELLINGHAM
12 advisers found
FINANCIAL PLAN, INC.
Bellingham, WA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
360-714-1234
TRADEWINDS CAPITAL MANAGEMENT, LLC
Bellingham, WA
AUM
$727.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
360-715-9000
WEST INVEST
Bellingham, WA
AUM
$304.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
360-738-6019
WAYCROSS INVESTMENT MANAGEMENT CO
Bellingham, WA
AUM
$252.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
360-671-0148
CAPSTONE RIA
Bellingham, WA
AUM
$241.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
877-739-6007
BELLINGHAM CAPITAL
Bellingham, WA
AUM
$149.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
360-685-4240
WEALTHMARK, LLC
Bellingham, WA
AUM
$132.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
(360) 734-1323
TRAIL FINANCIAL PLANNING LLC
Bellingham, WA
AUM
$117.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(360) 399-6486
STREAMLINE ADVISORY
Bellingham, WA
AUM
$1.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
360-207-5200
GOODRICH & ASSOCIATES, LLC
Bellingham, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
360-671-0226
BARING FINANCIAL LLC
Bellingham, WA
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
360-671-7257
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