DIRECTIONAL FINANCIAL SERVICES
Seattle, WA
AUM
$11.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-508-3240
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA
284 advisers found
DELEON WEALTH LLC
Kennewick, WA
AUM
$11.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
208-771-3916
SFM FINANCIAL ADVISORS LLC
Vancouver, WA
AUM
$11.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
360-573-0641
CAPITAL INVESTMENT MANAGEMENT
Seattle, WA
AUM
$10.3M
Financial PlanningWealth Mgmt
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM
425-672-7875
EQUAL PATH INVESTMENTS
Tacoma, WA
AUM
$9.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
253-254-8354
BEACON ROCK WEALTH ADVISORS
Camas, WA
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
360-735-1900
SERENE WEALTH PLANNING, LLC
Everett, WA
AUM
$7.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
425-903-8188
LEGION PRIVATE WEALTH MANAGEMENT
Ellensburg, WA
AUM
$6.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
509-899-7252
RETIREMENT STRATEGIES
Longview, WA
AUM
$6.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
3605777888
ABACUS FINANCIAL PLANNING
Kirkland, WA
AUM
$6.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
425-312-3621
CHAIR SIX FINANCIAL PLANNING, PLLC
Spokane, WA
AUM
$4.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
(509) 381-6026
BRIARWOOD FINANCIAL
Gig Harbor, WA
AUM
$4.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
360-443-9993
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
CREATIVE RETIREMENT PLANNING, INC.
Sequim, WA
AUM
$1.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
360-582-9028
KIRWIN FINANCIAL LLC
Issaquah, WA
AUM
$1.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
425-650-2400
STREAMLINE ADVISORY
Bellingham, WA
AUM
$1.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
360-207-5200
ADELE BRADY BOLSON CPA PS
Bellevue, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
425-289-2200
ARRIVITY FINANCIAL PLANNING
Seattle, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Hourly charges
206-217-2583
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(360) 362-4922
COMPTON FINANCIAL GROUP, LLC
Kennewick, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges
509-567-2122
CONESTOGA WEALTH PARTNERS
Gig Harbor, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
253-358-7966
DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.
Des Moines, WA
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(206) 242-5600