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Advisors for under $500,000 in Washington

All 450 advisors

Advisors for under $500,000 in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Michael Lizon Provident Living Advisors Silverdale CFP Percentage of assets
Michael Weinand Weinand Financial Lacey CFP Percentage of assets, Hourly
Miranda Bergemann The Goodland Group Seattle CFP Percentage of assets, Hourly
Nathan Ricks Financial Freedom for Dentists Snoqualmie CFP Percentage of assets, Fixed fees
Nicholas Fuller Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Nicholas Parker Seaborn Financial Richland CFP Percentage of assets, Hourly
Rachel Chacko Petersen Hastings Wealth Advisors Kennewick CFP Percentage of assets, Hourly
Raphael Luis De Ocampo Avier Wealth Advisors Bellevue CFP Percentage of assets
Rial Moulton Moulton Wealth Management Spokane Valley CFP, PFS Percentage of assets
Richard Buchan 180 Wealth Advisors Federal Way CFP Percentage of assets, Hourly
Robert Bjur Coast Capital Management Bainbridge Is. CFP Percentage of assets, Hourly
Ryan Moriwake Bear Mountain Capital Seattle CFP Percentage of assets, Hourly
Saloni Gupta Avier Wealth Advisors Bellevue CFP Percentage of assets
Samantha Torres Avier Wealth Advisors Bellevue CFP Percentage of assets
Shona Martin Fidalgo Financial Planning Anacortes CFP Percentage of assets, Hourly
Thomas White White & Company Financial Planning Sunnyside CFP, PFS Percentage of assets, Hourly
Tiffany Stoner Avier Wealth Advisors Bellevue CFP Percentage of assets
Todd Koyama Stewardship Concepts Financial Services Spokane CFP Percentage of assets, Hourly
Travis Schiele Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Wei Cao JWC Advisors Bellevue CFP Percentage of assets, Hourly
Christopher Lang Tradewinds Capital Management Bellingham CFA Percentage of assets, Hourly
John Kiepe Kiepe Wealth Management Spokane Valley CFA Percentage of assets, Hourly
John Osseward Avier Wealth Advisors Bellevue CFA Percentage of assets
Philip Murphy Smart Portfolios Lake Forest Park CFA Percentage of assets
Robert Guild Robinswood Financial Kirkland ChFC Percentage of assets, Hourly
Ronald Chan Lakeside Financial Kirkland CFA Percentage of assets, Hourly
Ryan Farmin Quantum Financial Planning Services Spokane CFA Percentage of assets, Hourly
Shamus McCarthy Red Haven Advisors Seattle CFA Percentage of assets, Hourly
William Romig Strait & Sound Renton CFA Percentage of assets, Hourly
Adam McCollum Wealth Management Northwest Pasco Not listed Percentage of assets
Adam Visser West Invest Bellingham Not listed Percentage of assets, Fixed fees
Aiden Pisarczyk Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees
Alexander Castaneda Avier Wealth Advisors Bellevue Not listed Percentage of assets
Amy Brown Tradewinds Capital Management Bellingham Not listed Percentage of assets, Hourly
Amy Mutal Prevail Wealth Management Kirkland Not listed Percentage of assets, Hourly
Andrew Bennett Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Andrew Finnigan Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Austin Zimmerman Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Azita Simler Tradewinds Capital Management Bellingham Not listed Percentage of assets, Hourly
Bailey Erickson Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Ben Tanke Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Blaine Carr Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Brandon Kelley Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
Brayden Disbrow Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees
Brett Garver 180 Wealth Advisors Federal Way Not listed Percentage of assets, Hourly
Brian Betz Percension Wealth Advisors Sammamish Not listed Percentage of assets
Brian Dawson Bear Mountain Capital Edmonds Not listed Percentage of assets, Hourly
Brian Simpson Integrity Wealth Management Spokane Not listed Percentage of assets, Hourly
Brian Smith Bellingham Capital Bellingham Not listed Percentage of assets, Hourly
Briana Gutierrez Canales Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly