LIFEFOCUS FINANCIAL ADVISORS, LLC
Walla Walla, WA
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
509-526-4521
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
425-800-6862
FAIRE CAPITAL GROUP
Gig Harbor, WA
AUM
$101.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
4255332260
MACLACHLAN WEALTH MANAGEMENT
Bellevue, WA
AUM
$101.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
206-409-4755
GOLDBLOOM WEALTH MANAGEMENT LLC
Mercer Island, WA
AUM
$100.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-528-2001
INTIRETY, LLC
Bellevue, WA
AUM
$100.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-505-0400
PRENTICE FINANCIAL PLANNING, LLC
Olympia, WA
AUM
$97.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
360-754-0490
BETTER FINANCIAL SERVICES, LLC
Federal Way, WA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
206-234-7516
SAPLING WEALTH MANAGEMENT
Seattle, WA
AUM
$93.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-281-4055
AMBASSADOR WEALTH MANAGEMENT, LLC
Vancouver, WA
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
360-314-6323
COLMINA, LLC
Seattle, WA
AUM
$85.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-832-1520
VITA PLANNING GROUP LLC
Camas, WA
AUM
$83.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-567-9300
PACIFIC HORIZON INVESTMENT MANAGEMENT LLC
Seattle, WA
AUM
$80.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
206-682-1181
PACIFIC CREST FINANCIAL ADVISORS, LLC
Everett, WA
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
425-609-3797
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
ADAMS FINANCIAL CONCEPTS, LLC
Seattle, WA
AUM
$78.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
206-903-1019
GK CAPITAL PARTNERS
Olympia, WA
AUM
$77.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
360-350-0765
WESTLAKE WEALTH MANAGEMENT LLC
Seattle, WA
AUM
$76.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
425-207-7588
TELOS WEALTH
Wenatchee, WA
AUM
$75.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-664-8844
TIMEPIECE FINANCIAL PLANNING, INC.
Battle Ground, WA
AUM
$73.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(360) 687-0244
WATERROCK GLOBAL ASSET MANAGEMENT
Bellevue, WA
AUM
$73.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
425-698-1463
WYATT WEALTH MANAGEMENT
Arlington, WA
AUM
$72.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
360-386-9887
OMEGA FINANCIAL INVESTMENTS & INSURANCE
Kirkland, WA
AUM
$71.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
425-822-5722
BLACKBURN FINANCIAL
Cashmere, WA
AUM
$70.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-782-2600