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 Trusts & Estates advisors in WA, BELLINGHAM
13 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
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
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
STOCK PRO
Bellingham, WA
AUM
$39.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; MONTHLY SUBSCRIPTION FEE
360-778-2340
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
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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