PRIVATE ADVISORY
Redmond, WA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
425-498-2320
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA, REDMOND
4 advisers found
THE RETIREMENT SOLUTION LLC
Redmond, WA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
425-558-3700
FIREBRAND WEALTH MANAGEMENT, LLC
Redmond, WA
AUM
$78.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(206) 485-4000
TRUVISTA ADVISORS LLC
Redmond, WA
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
425-242-0442