AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
Federal Way, WA
AUM
$41.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
253-815-6564
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA
284 advisers found
ALEGRIA ASSET MANAGEMENT
Yakima, WA
AUM
$39.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
509-248-7930
PIONEER SQUARE ADVISORS, LLC
Gig Harbor, WA
AUM
$38.3M
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Fixed fees; REFERRAL FEES
206-838-4880
VICEROY INVESTMENT ADVISORS LLC
Everett, WA
AUM
$34.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(425)740-7565
DELPHI ADVISERS
Vancouver, WA
AUM
$33.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 525-2400 EXT 101
ELDERROCK FINANCIAL LLC
Everett, WA
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
425-249-6193
MCHENRY CAPITAL, L.L.C.
Leavenworth, WA
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-968-9815
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
EQUILUS GROUP INC
Wenatchee, WA
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-860-0658
FIVE CEDARS
Kirkland, WA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(425) 321-1234
FAMILY RETIREMENT LLC
Seattle, WA
AUM
$22.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
425-610-9226
PACIFIC WEALTH ADVISORY, LLC
Spokane Valley, WA
AUM
$21.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
509-413-1764
HERNANDEZ FINANCIAL
Sunnyside, WA
AUM
$19.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-839-1002
PENNY LANE WEALTH MANAGEMENT, LLC
Tacoma, WA
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
253-227-1951
RAIN DOG FINANCIAL
Bellevue, WA
AUM
$18.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
425-440-8777
NWT ADVISORS, LLC
Duvall, WA
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
425-786-2350
WALLA WALLA WEALTH ADVISORS
Walla Walla, WA
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
509-525-6307
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
A5 FINANCIAL LLC
Bothell, WA
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
425-491-0143
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
VAN RAY WEALTH MANAGEMENT
Edmonds, WA
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-787-2400
FINN WEALTH MANAGEMENT LLC
Spokane, WA
AUM
$13.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
5095081298
COLUMBIA STRATEGIC WEALTH ADVISORS, LLC
Seattle, WA
AUM
$13.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-701-9196
MARTOS WEALTH MANAGEMENT
Bellevue, WA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(206) 746-9295