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 Retirement Planning advisors in WA, SPOKANE
13 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
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
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
GRIFFITHS, DREHER & EVANS, P.S., CPAS
Spokane, WA
AUM
$311.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
509-326-4054
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
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
FREEDOM ASSET MANAGEMENT
Spokane, WA
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5096066676
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