THE RETIREMENT SOLUTION LLC
Redmond, WA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
425-558-3700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA
284 advisers found
MADRONA FINANCIAL & CPAS
Everett, WA
AUM
$691.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
425-212-3777
RICHARDS MERRILL WEALTH MANAGEMENT
Spokane, WA
AUM
$643.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
509-624-3174
VICKERMAN INVESTMENT ADVISORS, INC.
Spokane, WA
AUM
$632.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
509-325-7610
KUTSCHER BENNER BARSNESS & STEVENS, INC.
Seattle, WA
AUM
$627.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-462-6100
AVISO WEALTH MANAGEMENT
Bellevue, WA
AUM
$621.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
877-633-1210
CAPITAL PLANNING, LLC
Bellevue, WA
AUM
$617.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-643-1800
WEINAND FINANCIAL, INC.
Lacey, WA
AUM
$610.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
360-459-4847
SAGE ADVISORS, LLC
Edmonds, WA
AUM
$575.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
206-516-7991
CONSILIO WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$555.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(206) 533-3670
AUM
$552.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(425) 458-3999
SNIDER FINANCIAL GROUP
Bellevue, WA
AUM
$549.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
425-453-7080
EVANS CAPITAL MANAGEMENT ASSOCIATES
Bellevue, WA
AUM
$545.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
425-455-0501
SPG ADVISORS LLC
Kirkland, WA
AUM
$535.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
425-821-9442
NORTHERN CAPITAL MANAGEMENT, INC.
Spokane, WA
AUM
$526.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
509-456-2526
BOONE WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$506.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
425-462-6406
OLIVER CAPITAL MANAGEMENT
Seattle, WA
AUM
$505.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-775-7500
SCHMIDT FINANCIAL MANAGEMENT
Kirkland, WA
AUM
$497.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
425-893-9195
FORTITUDE ADVISORY GROUP L.L.C.
Gig Harbor, WA
AUM
$467.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
253-470-4977
FELLOWSHIP FINANCIAL PLANNING
Spokane, WA
AUM
$465.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
5094739483
CHANEY CAPITAL MANAGEMENT INC.
Lynnwood, WA
AUM
$455.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
425-673-4060
JAMES R. MARTIN CONSULTING, INC
Vancouver, WA
AUM
$442.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; SOME ARE FREE
360-567-1822
ROBINSWOOD FINANCIAL
Kirkland, WA
AUM
$433.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
452-296-1611
HARLOW WEALTH MANAGEMENT, INC.
Vancouver, WA
AUM
$419.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
360-573-2522