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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
Kevin Reed Diogenes Financial Seattle Not listed Percentage of assets, Hourly
Krystal Oien Brackenwood Capital Management Bainbridge Island Not listed Percentage of assets, Hourly
Kyle Weisbrod One DAY Wealth Edmonds Not listed Percentage of assets, Hourly
Li Guay Strait & Sound Renton Not listed Percentage of assets, Hourly
Lilymarie McKeirnan Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Louis Scatigna Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Lucille Dobson Bellingham Capital Bellingham Not listed Percentage of assets, Hourly
Luke Smith West Invest Bellingham Not listed Percentage of assets, Fixed fees
Marat Mor Asymmetric Advantage Capital Management Bellevue Not listed Percentage of assets, Hourly
Marcus Maurer Prospero Wealth Seattle Not listed Percentage of assets, Hourly
Mark Coski Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Mark Lalich Greenrock Asset Management Brier Not listed Percentage of assets, Hourly
Mark Oliver Oliver Capital Management Seattle Not listed Percentage of assets
Mathew Legard Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Matthew Neff Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Matthew Petersen Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Matthew Sanes Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Megan Billeter Twenty Twenty Investment Advisors Spokane Not listed Percentage of assets, Hourly
Micah Coski Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Michael Kappes Next Steps Advisors Bellevue Not listed Percentage of assets
Misti Wiederspohn White & Company Financial Planning Sunnyside Not listed Percentage of assets, Hourly
Mitchell Freedman Strait & Sound Bellevue Not listed Percentage of assets, Hourly
Nicholas Wright Avier Wealth Advisors Bellevue Not listed Percentage of assets
Nicole Northcutt Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
Pamela Dobson Moulton Wealth Management Spokane Valley Not listed Percentage of assets
Paul Pineda Asymmetric Advantage Capital Management Bellevue Not listed Percentage of assets, Hourly
Peter Kulseth Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
Philippe de la Motte Prospero Wealth Seattle Not listed Percentage of assets, Hourly
Richard Philipovich Adair Wealth Management Bellevue Not listed Percentage of assets, Hourly
Ryan Dusenberry American Northwest Advisory Services Federal Way Not listed Percentage of assets, Hourly
Ryan Finnigan Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Ryan Greenway Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
Ryan Hurley Sound Financial Advisors Cle Elum Not listed Percentage of assets, Hourly
Savanna Pitman Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees
Scott Sarber Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Stacy Shields Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Steven Baldwin The Road Ahead Wealth Management Woodinville Not listed Percentage of assets, Hourly
Steven Poirier Greenrock Asset Management Seattle Not listed Percentage of assets, Hourly
Suhas Joshi Prospero Wealth Seattle Not listed Percentage of assets, Hourly
Susan Larson Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Susan Risner Sound Financial Advisors Port Orchard Not listed Percentage of assets, Hourly
Sylvia Parker 180 Wealth Advisors Federal Way Not listed Percentage of assets, Hourly
Taren Bennett Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees
Thomas Oakes American Northwest Advisory Services Federal Way Not listed Percentage of assets, Hourly
Timothy Heisey 180 Wealth Advisors Federal Way Not listed Percentage of assets, Hourly
Timothy Vail Vail Ridge Capital Bellingham Not listed Percentage of assets, Hourly
Todd Carlson Carlson Financial Advisory Liberty Lake Not listed Percentage of assets, Fixed fees
Todd Pisarczyk Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees
William Gevers Gevers Wealth Management Issaquah Not listed Percentage of assets, Hourly
William Swayne WMS Wealth Management Mukilteo Not listed Percentage of assets, Hourly