For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Gipson & Woodruff (425) 822-2020
10518 NE 68th St Kirkland, WA 98033-7003 View on Map (425) 822-2020
Compensation Method: Fee Only Minimum Investable Assets: $100,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Wealth Management
Kyarsip Financial Advisors LLC (206) 686-3306
1700 7th Ave Ste 2100 Seattle, WA 98101-1360 View on Map (206) 686-3306
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Life Planning, Long-Term Care
Alden Capital Management LLC (425) 451-8508
310 120th Ave NE Ste 200 Bellevue, WA 98005-3013 View on Map (425) 451-8508
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Intergenerational Planning, Investment Management, Retirement Planning, Small Business Planning, Wealth Management
Morgan Stanley (253) 858-4416
2727 Hollycroft St Ste 330 Gig Harbor, WA 98335-1312 View on Map (253) 858-4416
Compensation Method: Fee Only Minimum Investable Assets: $250,000 Languages: English
Specialties: Asset Allocation, Education Planning, Investment Management, Retirement Planning, Wealth Management
Morgan Stanley Smith Barney (425) 890-1295
225 108th Ave NE Ste 800 Bellevue, WA 98004-5771 View on Map (425) 455-8061
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Specialties: Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Wealth Management
Paul R. Ried Financial Group, LLC (425) 646-6777
10801 Main St Ste 201 Bellevue, WA 98004-6366 View on Map (425) 646-6777
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Healthcare Planning, Insurance Planning
Bush Polen & Associates Inc (253) 851-9162
7282 Stinson Ave Ste A Gig Harbor, WA 98335-4930 View on Map (253) 851-9162
Merrill Lynch (425) 743-6949
2707 Colby Ave Ste 1401 Everett, WA 98201-3568 View on Map (425) 259-8314
Specialties: Comprehensive Financial Planning, Estate Planning, Investment Planning, Retirement Planning
Scott P. Hurst & Associates (253) 770-1113
2832 S Meridian Ste 201 Puyallup, WA 98373-1447 View on Map (253) 770-1113
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Specialties: Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management, Long-Term Care
First Command (509) 590-0676
4407 N Division St Ste 920 Spokane, WA 99207-1613 View on Map (509) 590-0676
Specialties: Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning
Wells Fargo (509) 570-4885
601 W First Ave. Ste. 700 Spokane, WA 99201-3817 View on Map (509) 570-4885
Compensation Method: Salary Minimum Investable Assets: $1,000,000 Languages: English
Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning
White Raven Financial Services (360) 653-0198
10404 124th ST NE Arlington, WA 98223-4935 View on Map (360) 653-0198
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Life Transitions, Retirement Planning
Thrivent Financial for Luthera (509) 928-2659 x4
505 N Argonne rd 110B Spokane Valley, WA 99212-2869 View on Map (509) 928-2659
Compensation Method: Commission Only Minimum Investable Assets: ($100,000,249,000) Languages: English
Specialties: Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management
Thomas Marx & Associates (206) 963-8114
1550 Alki Ave SW Apt 501 Seattle, WA 98116-4824 View on Map (206) 963-8114
Compensation Method: Salary Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Debt Management, General Financial Planning, Investment Management
Coldstream Capital Management, Inc. (425) 644-8415
1 100th Ave NE Ste 102 Bellevue, WA 98004-5608 View on Map (425) 283-1600
Bowman Price (206) 467-6766
19125 N Creek Pkwy Ste 120 Bothell, WA 98011-8000 View on Map (206) 467-6766
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
Specialties: Comprehensive Financial Planning
Edward Jones Investments (360) 753-5313
6939 Littlerock Rd SW Ste A Tumwater, WA 98512-7246 View on Map
Compensation Method: Commission and Fee Minimum Investable Assets: $25,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Retirement Income Management
Cadence Wealth Management, LLC (206) 224-5636
1420 5th Ave Ste 2200 Seattle, WA 98101-1346 View on Map
Specialties: Estate Planning, Wealth Management
KMS Financial Services, Inc. (425) 295-2258
1420 NW Gilman Blvd Suite #2-2164 Issaquah, WA 98027-5394 View on Map (425) 295-2258
Compensation Method: None Provided Minimum Investable Assets: $250,000 Languages: English
Morgan Stanley (425) 453-3454
500 108th Ave NE Ste 1900 Bellevue, WA 98004-5522 View on Map (425) 453-3454
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English