QUANTUM FINANCIAL PLANNING SERVICES, INC.
Spokane, WA
AUM
$727.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
509-328-6653
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA, SPOKANE
26 advisers found
RICHARDS MERRILL WEALTH MANAGEMENT
Spokane, WA
AUM
$643.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
509-624-3174
VICKERMAN INVESTMENT ADVISORS, INC.
Spokane, WA
AUM
$632.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
509-325-7610
NORTHERN CAPITAL MANAGEMENT, INC.
Spokane, WA
AUM
$526.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
509-456-2526
FELLOWSHIP FINANCIAL PLANNING
Spokane, WA
AUM
$465.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
5094739483
MB GEN WEALTH
Spokane, WA
AUM
$404.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
509-703-5715
LODESTONE WEALTH MANAGEMENT LLC
Spokane, WA
AUM
$346.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
509-413-2386
COLUMBIA ADVISORY PARTNERS, LLC
Spokane, WA
AUM
$312.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-822-3850
NORTHERN CAPITAL RETIREMENT SERVICES, INC.
Spokane, WA
AUM
$304.2M
Financial PlanningWealth MgmtRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
509-456-2526
FINANCIAL FORUM, INC.
Spokane, WA
AUM
$285.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
509 458 5373
FORTITUDE FINANCIAL LLC
Spokane, WA
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
509-931-1199
JMK & ASSOCIATES, LLC
Spokane, WA
AUM
$268.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
509-703-7771
SELKIRK WEALTH ADVISORS, LLC
Spokane, WA
AUM
$184.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-270-2886
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
Spokane, WA
AUM
$174.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-443-0845
917 ADVISORY SERVICES LLC
Spokane, WA
AUM
$167.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
509-328-5627
INTEGRITY WEALTH MANAGEMENT, INC.
Spokane, WA
AUM
$163.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-315-9532
FREEDOM ASSET MANAGEMENT
Spokane, WA
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5096066676
FREEDOM WEALTH MANAGEMENT LLC
Spokane, WA
AUM
$47.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
509-359-9788
NORTHWEST INVESTMENT ADVISORS, INC
Spokane, WA
AUM
$45.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-252-4140
INLAND FINANCIAL PLANNING
Spokane, WA
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
509-443-5917
NORTHWEST PLANNING ADVISORS LLC
Spokane, WA
AUM
$30.2M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(509) 324-8835
UPFRONT FINANCIAL PLANNING, LLC
Spokane, WA
AUM
$15.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
509-214-0187
VISION CASTING FINANCIAL PLANNING, LLC
Spokane, WA
AUM
$14.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
509-795-1718
FINN WEALTH MANAGEMENT LLC
Spokane, WA
AUM
$13.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
5095081298
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