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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WA, BELLINGHAM
7 advisers found
SKYLINE ADVISORS, INC.
Bellingham, WA
AUM
$386.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
360-671-1621
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
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
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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