THE PLANNER'S EDGE LLC
Mercer Island, WA
AUM
$178.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-232-4500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
CAPSTONE INVESTMENT GROUP
Olympia, WA
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
360-570-9888
GOULD CAPITAL, LLC
Tacoma, WA
AUM
$175.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
253-272-9898
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
Spokane, WA
AUM
$174.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-443-0845
OPAL ADVISORS
Bellevue, WA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
425-835-3276
917 ADVISORY SERVICES LLC
Spokane, WA
AUM
$167.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
509-328-5627
FINANCIAL FREEDOM FOR DENTISTS LLC
Snoqualmie, WA
AUM
$165.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
425-888-1911
INTEGRITY WEALTH MANAGEMENT, INC.
Spokane, WA
AUM
$163.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-315-9532
TFS ADVISORS, LLC
Edmonds, WA
AUM
$161.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(425) 776-0446
NEWGROUND SOCIAL INVESTMENT
Seattle, WA
AUM
$161.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(206) 522-1944
AUM
$160.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
206-300-1423
MOULTON WEALTH MANAGEMENT, INC
Spokane Valley, WA
AUM
$159.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
509-922-3110
HALLETT ADVISORS
Port Angeles, WA
AUM
$157.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
360-457-6000
SUNRISE FINANCIAL SERVICES LLC
Burien, WA
AUM
$151.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-420-8520
WHITE & COMPANY FINANCIAL PLANNING, INC.
Sunnyside, WA
AUM
$149.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
509-837-6700
MONSON WEALTH MANAGEMENT, INC.
Kennewick, WA
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
509-628-1358
BELLINGHAM CAPITAL
Bellingham, WA
AUM
$149.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
360-685-4240
FORESEE WEALTH ADVISORS
Bellevue, WA
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-943-6875
STAPP WEALTH MANAGEMENT, PLLC
Olympia, WA
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
360-754-8895
S. R. SCHILL & ASSOCIATES, INC.
Mercer Island, WA
AUM
$143.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
206-275-2700
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
Olympia, WA
AUM
$142.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
360-338-0645
FREEDOM ASSET MANAGEMENT
Spokane, WA
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5096066676
FORS FINANCIAL
Port Angeles, WA
AUM
$134.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
360-457-6116
SOUNDPATH RETIREMENT STRATEGIES, LLC
Bellevue, WA
AUM
$134.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
(425) 365-0204