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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
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
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
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
CONCREIT FUND MANAGEMENT LLC
Seattle, WA
AUM
$9.0M
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Fixed fees
206-350-7570
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
MOSS BAY CAPITAL
Kirkland, WA
AUM
$6.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-283-7331
VELTRA CAPITAL
Seattle, WA
AUM
$5.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
202-492-1838
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