PACIFIC SAGE PARTNERS, LLC
Edmonds, WA
AUM
$986.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(206) 533-0500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
ASSET ONE WEALTH MANAGEMENT, LLC
Bellevue, WA
AUM
$982.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
(425) 504-830
AUM
$958.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
509-972-3686
EMERALD ADVISORS, LLC
Bellevue, WA
AUM
$941.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(425) 458-3853
JOHNSON BIXBY
Vancouver, WA
AUM
$933.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(360) 695-1795
MARSJEWETT FINANCIAL GROUP
Bellevue, WA
AUM
$901.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
425-289-5000
ELITE WEALTH MANAGEMENT, INC.
Kirkland, WA
AUM
$861.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
425-828-4300
INTEGRATED QUANTITATIVE INVESTMENTS LLC
Bellevue, WA
AUM
$844.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
617-686-2008
LIGHTHOUSE WEALTH STRATEGIES, LLC
Gig Harbor, WA
AUM
$844.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
253-948-3725
FINANCIAL INSIGHTS WEALTH MANAGEMENT
Tacoma, WA
AUM
$746.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(253) 627-6010
TRADEWINDS CAPITAL MANAGEMENT, LLC
Bellingham, WA
AUM
$727.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
360-715-9000
QUANTUM FINANCIAL PLANNING SERVICES, INC.
Spokane, WA
AUM
$727.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
509-328-6653
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
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