Financial Advisors in Washington
Browse 305 financial advisors in Washington — page 2 of 7.
capstone investment group
olympia, WA
capstone ria
bellingham, WA
cascade wealth advisors, inc
wenatchee, WA
cercano management llc
bellevue, WA
chaney capital management inc.
lynnwood, WA
christensen, king & associates investment services, inc.
richland, WA
clear creek financial management, llc
silverdale, WA
cloud capital management
seattle, WA
coldstream wealth management
bellevue, WA
columbia advisory partners, llc
spokane, WA
columbia pacific advisors, llc
seattle, WA
columbia river advisors
tacoma, WA
columbia river financial group
vancouver, WA
comprehensive wealth management
lynnwood, WA
concreit fund management llc
seattle, WA
consilio wealth advisors, llc
bellevue, WA
continental investors services, inc.
longview, WA
cross border investment management llc
bellevue, WA
d'annunzio consulting group, llc
tacoma, WA
demars financial group llc
spokane valley, WA
directional financial services
seattle, WA
discipulus management llc
mill creek, WA
dlk investment advisors, llc
mercer island, WA
elevar equity management ltd.
seattle, WA
elite wealth management, inc.
kirkland, WA
elliott cove capital management
seattle, WA
emerald advisors, llc
bellevue, WA
empirical wealth management
seattle, WA
eternal digital fund ltd.
seattle, WA
euclidean technologies management, llc
seattle, WA
evans capital management associates
bellevue, WA
evergreen capital management llc
bellevue, WA
fair edge llc
seattle, WA
fairview partners investment management llc
seattle, WA
fcv gp llc
seattle, WA
fellowship financial planning
spokane, WA
financial forum, inc.
spokane, WA
financial freedom for dentists llc
snoqualmie, WA
financial insights wealth management
tacoma, WA
financial plan, inc.
bellingham, WA
first pacific financial, inc.
vancouver, WA
first washington corporation
seattle, WA
flying fish management, llc
seattle, WA
foresee wealth advisors
bellevue, WA
fors financial
port angeles, WA
fort vancouver investment management, llc
vancouver, WA
fortis capital management llc
bellevue, WA
fortitude advisory group l.l.c.
gig harbor, WA
Frequently Asked Questions
How much does a financial advisor cost in Washington?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.