Financial Advisors in Washington
Browse 305 financial advisors in Washington — page 5 of 7.
optimist retirement group, llc
bellevue, WA
p3 asset management
gig harbor, WA
pacific asset management, llc
gig harbor, WA
pacific sage partners, llc
edmonds, WA
pack ventures
seattle, WA
palouse capital management, inc.
spokane, WA
para wealth advisors, inc.
camas, WA
parametric portfolio associates
seattle, WA
parcion private wealth llc
bellevue, WA
parker financial llc
silverdale, WA
pathmont investment management
seattle, WA
paul r. ried financial group, llc
bellevue, WA
petersen hastings wealth advisors, inc.
kennewick, WA
petrie capital management llc.
seattle, WA
pike street capital
seattle, WA
pinnacle partner management llc
seattle, WA
pioneer square investment advisor, llc
seattle, WA
portfolio strategies inc
tacoma, WA
prevail wealth management
kirkland, WA
private advisory
redmond, WA
private asset management inc
kirkland, WA
pugh capital management, inc.
seattle, WA
quantca financial
edmonds, WA
quantum financial planning services, inc.
spokane, WA
rainier capital partners lp
seattle, WA
rainier family wealth, inc.
tacoma, WA
rainier investment management llc
seattle, WA
rare wolf capital llc
bellevue, WA
rdst capital llc
seattle, WA
remiges ventures, inc.
seattle, WA
rero llc
seattle, WA
richards merrill wealth management
spokane, WA
robinswood financial
kirkland, WA
runde & co. llc
seattle, WA
russell investments
seattle, WA
russell investments
seattle, WA
russell investments
seattle, WA
russell investments
seattle, WA
russell investments
seattle, WA
s. r. schill & associates, inc.
mercer island, WA
sage advisors, llc
edmonds, WA
sander capital advisors, inc.
seattle, WA
sapphire star capital llc
redmond, WA
saturna capital corporation
bellingham, WA
sbi us gateway fund management
everett, WA
schmidt financial management
kirkland, WA
scs
bellevue, WA
seattle wealth management llc
seattle, 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.