KILEY JUERGENS WEALTH MANAGEMENT, LLC
Olympia, WA
AUM
$2.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
360-350-4747
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
9 advisers found
SOUNDVIEW ADVISORS
Olympia, WA
AUM
$387.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
360-867-9890
CAPSTONE INVESTMENT GROUP
Olympia, WA
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
360-570-9888
STAPP WEALTH MANAGEMENT, PLLC
Olympia, WA
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
360-754-8895
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
Olympia, WA
AUM
$142.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
360-338-0645
PRENTICE FINANCIAL PLANNING, LLC
Olympia, WA
AUM
$97.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
360-754-0490
GK CAPITAL PARTNERS
Olympia, WA
AUM
$77.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
360-350-0765
SAWSTON WEALTH MANAGEMENT LLC
Olympia, WA
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(360) 464-2025
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