MADRONA FINANCIAL & CPAS
Everett, WA
AUM
$691.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
425-212-3777
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA, EVERETT
5 advisers found
PACIFIC CREST FINANCIAL ADVISORS, LLC
Everett, WA
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
425-609-3797
VICEROY INVESTMENT ADVISORS LLC
Everett, WA
AUM
$34.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(425)740-7565
ELDERROCK FINANCIAL LLC
Everett, WA
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
425-249-6193
SERENE WEALTH PLANNING, LLC
Everett, WA
AUM
$7.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
425-903-8188