PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC
Bellevue, WA
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
425-896-7617
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
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
NEXT STEPS ADVISORS, INC.
Bellevue, WA
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
425-649-1155
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
SITKA PACIFIC CAPITAL MANAGEMENT, LLC
Seattle, WA
AUM
$41.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
425-967-5533
STOCK PRO
Bellingham, WA
AUM
$39.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; MONTHLY SUBSCRIPTION FEE
360-778-2340
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
B3 WEALTH STRATEGIES
Bellevue, WA
AUM
$35.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
425-974-1145
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
MELLOR & ASSOCIATES LLC
Bellevue, WA
AUM
$22.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
425-827-2527
RATTLESNAKE CREEK CAPITAL LLC
Seattle, WA
AUM
$21.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-260-6171
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