Financial Advisors in Washington
Browse 305 financial advisors in Washington — page 3 of 7.
fortitude financial llc
spokane, WA
fortson vc
stanwood, WA
founder's co-op management ii, llc
seattle, WA
founders iv general partner llc
seattle, WA
founders' co-op general partner iii, llc
seattle, WA
frazier healthcare partners
seattle, WA
freedom asset management
spokane, WA
freestone capital management, llc
seattle, WA
frg family wealth advisors
bellevue, WA
fulcrum capital, llc
seattle, WA
fulcrum wealth advisors, llc
bellevue, WA
fuse
bellevue, WA
garde capital, inc.
seattle, WA
generative capital
seattle, WA
gevers wealth management
issaquah, WA
global partnerships
seattle, WA
goldfinch partners
bellevue, WA
gould capital, llc
tacoma, WA
gqg private capital solutions llc
tacoma, WA
greene wealth management, llc
seattle, WA
greystone financial & estate services, inc.
kirkland, WA
griffiths, dreher & evans, p.s., cpas
spokane, WA
guide advisors, inc.
bothell, WA
hallett advisors
port angeles, WA
hamrick investment counsel, llc
seattle, WA
harborview asset management llc
gig harbor, WA
harbour investment management l.l.c.
edmonds, WA
harlow wealth management, inc.
vancouver, WA
helium advisors llc
vancouver, WA
helm capital management
seattle, WA
helmsman financial group, llc
woodinville, WA
hfg advisors, inc.
kennewick, WA
hidden cove wealth management
bainbridge island, WA
highbury pacific capital corp.
bellevue, WA
highland capital advisors, llc
issaquah, WA
himalaya capital
seattle, WA
hohimer wealth management, llc
seattle, WA
hot creek capital, l.l.c.
kirkland, WA
ignition partners
bellevue, WA
ignition ventures
bellevue, WA
illumine investment management, llc
poulsbo, WA
inatai investment management co. llc
seattle, WA
integrated quantitative investments llc
bellevue, WA
integrated wealth advisors, llc
bellevue, WA
integrity wealth management, inc.
spokane, WA
invesco managed accounts, llc
seattle, WA
investors portfolio services llc
puyallup, WA
james r. martin consulting, inc
vancouver, 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.