Financial Advisors in Washington
Browse 305 financial advisors in Washington — page 4 of 7.
jmk & associates, llc
spokane, WA
johnson & shute investment advisors, inc.
bothell, WA
johnson bixby
vancouver, WA
kairos capital management, llc
bellevue, WA
kaizen financial advisors, llc
kirkland, WA
kiley juergens wealth management, llc
olympia, WA
klakna group ltd
seattle, WA
kosmos management llc
seattle, WA
kunath karren rinne & atkin llc
seattle, WA
kutscher benner barsness & stevens, inc.
seattle, WA
lakeside advisors inc
seattle, WA
lattice capital management llc
kirkland, WA
leader capital corp.
vancouver, WA
leonard rickey investment advisors, p.l.l.c.
yakima, WA
lesa sroufe & company, inc.
seattle, WA
lighthouse wealth strategies, llc
gig harbor, WA
lnw
seattle, WA
lodestone wealth management llc
spokane, WA
lucid advisors, inc.
seattle, WA
madison park capital advisors, llc
seattle, WA
madrona financial & cpas
everett, WA
madrona venture group, llc
seattle, WA
mainsail financial group
bellevue, WA
mangan wealth management
seattle, WA
marsjewett financial group
bellevue, WA
martel wealth advisors, llc
vancouver, WA
martin nelson & co., inc.
seattle, WA
maveron llc
seattle, WA
mb gen wealth
spokane, WA
mcilrath & eck, llc
arlington, WA
middleton & company
vancouver, WA
milliman advisors, llc
seattle, WA
mkt and associates llc
tacoma, WA
momentous wealth management, inc.
vancouver, WA
monson wealth management, inc.
kennewick, WA
moss adams wealth advisors llc
seattle, WA
moulton wealth management, inc
spokane valley, WA
mountain pacific advisors, llc
bellevue, WA
my personal cfo, llc
vancouver, WA
newground social investment
seattle, WA
northern capital management, inc.
spokane, WA
northern capital retirement services, inc.
spokane, WA
northern lights advisors, inc.
seattle, WA
northwest administrators inc
seattle, WA
northwest asset management
mercer island, WA
oliver capital management
seattle, WA
opal advisors
bellevue, WA
optimal tax asset management
bellevue, 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.