VELTRA CAPITAL
Seattle, WA
AUM
$5.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
202-492-1838
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
173 advisers found
STRATEGIC RETIREMENT PARTNERS, LLC
Seattle, WA
AUM
$4.6M
Wealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-221-1422
SYNERGOS ADVISORY
Seattle, WA
AUM
$3.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(206) 800-8056
VICTOR JONES CPA, PC
Seattle, WA
AUM
$3.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(206) 743-1375
2020 FINANCIAL PLANNING LLC
Seattle, WA
AUM
$2.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
206-972-6368
KAVOUT ALGO FINANCIAL LLC
Seattle, WA
AUM
$1.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-998-8623
ARRIVITY FINANCIAL PLANNING
Seattle, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Hourly charges
206-217-2583
FOUNDERS' CO-OP GENERAL PARTNER III, LLC
Seattle, WA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
206-801-1080