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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
Bruce Billeter Twenty Twenty Investment Advisors Spokane Not listed Percentage of assets, Hourly
Bryce James Smart Portfolios Lake Forest Park Not listed Percentage of assets
Cameron Ridgeway Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Candace Swayne WMS Wealth Management Mukilteo Not listed Percentage of assets, Hourly
Casey Lederer Trail Financial Planning Bellingham Not listed Percentage of assets, Hourly
Casi Fors Fors Financial Port Angeles Not listed Percentage of assets, Hourly
Christen Harrison Soundview Advisors Olympia Not listed Percentage of assets
Christian Sessions Financial Freedom for Dentists Snoqualmie Not listed Percentage of assets, Fixed fees
Christopher Arnold American Northwest Advisory Services Federal Way Not listed Percentage of assets, Hourly
Christopher Pfau Lakemont Wealth Bellevue Not listed Percentage of assets
Cole Schelbert 180 Wealth Advisors Federal Way Not listed Percentage of assets, Hourly
Colleen Bracy Robinswood Financial Kirkland Not listed Percentage of assets, Hourly
Colleen Gillespie Sawston Wealth Management Olympia Not listed Percentage of assets, Hourly
Cory Baer Strait & Sound Bellevue Not listed Percentage of assets, Hourly
Cory Briggs Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Craig Johnsen Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Craig Wessels Integrity Wealth Management Spokane Not listed Percentage of assets, Hourly
Diane Gaines Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Edward Ward Robinswood Financial Kirkland Not listed Percentage of assets, Hourly
Elissa Epoch The Goodland Group Lake Stevens Not listed Percentage of assets, Hourly
Eric Petersen Bellingham Capital Bellingham Not listed Percentage of assets, Hourly
Ethan Cox American Northwest Advisory Services Federal Way Not listed Percentage of assets, Hourly
Gabriel Medina Bridge Capital Consulting Kennewick Not listed Percentage of assets, Hourly
Garrett Grigas Gevers Wealth Management Issaquah Not listed Percentage of assets, Hourly
Glenn Gregory Obsidian Investment Advisers Redmond Not listed Percentage of assets, Hourly
Gregory Vander Top White & Company Financial Planning Sunnyside Not listed Percentage of assets, Hourly
Haley Johnson Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Hyun Park Park Wealth Management Federal Way Not listed Percentage of assets, Hourly
Jacinta Earl Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Jacob Tally Prospero Wealth Steilacoom Not listed Percentage of assets, Hourly
James Parker White & Company Financial Planning Sunnyside Not listed Percentage of assets, Hourly
Janet Weisman Robinswood Financial Kirkland Not listed Percentage of assets, Hourly
Janice Brady Concepts Financial Services Kirkland Not listed Percentage of assets, Hourly
Jarah Macfarlane Macfarlane Investors Seattle Not listed Percentage of assets, Fixed fees
Jason Sikma Lake Avenue Financial Shoreline Not listed Percentage of assets, Hourly
Jay Lake Twenty Twenty Investment Advisors Spokane Not listed Percentage of assets, Hourly
Jeffrey Mullen Madison Park Capital Advisors Seattle Not listed Percentage of assets, Fixed fees
Joey Day Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
John Keyes Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Joi Libsack 917 Advisory Services Spokane Not listed Percentage of assets, Hourly
Jonas Means Mariposa Wealth Solutions Snoqualmie Not listed Percentage of assets
Joseph Fors Fors Financial Port Angeles Not listed Percentage of assets, Hourly
Joseph Matelich Physician Advising Newport Not listed Hourly, Fixed fees
Joseph Quansah Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Joshua Chittenden Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Justin Slagle Tradewinds Capital Management Bellingham Not listed Percentage of assets, Hourly
Justin Vestman Lake Avenue Financial Bellevue Not listed Percentage of assets, Hourly
Keith Campbell Smart Portfolios Lake Forest Park Not listed Percentage of assets
Kerri Russ Bellingham Capital Bellingham Not listed Percentage of assets, Hourly
Kerry White Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly