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Find Retirement Advisors for Retirement Planning in Bellevue, Washington
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Bellevue, Washington
Last Updated - April 12, 2024Bellevue has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 46 non-vetted advisors in your local area. These retirement advisors in Bellevue, Washington have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Bellevue, Washington
VERIFIEDFulcrum Wealth Advisors, LLC
CFP®, AIF®
Qualifications
Firm CRD# 13572
Series 7, 31, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDJohn Easley
Tallus Capital
Qualifications
CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Bellevue, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CERCANO MANAGEMENT LLC 1110 112th Avenue Ne, Suite 202 Bellevue, WA, 98004 | $8,000,289,154 | 34 | 45 | A Percentage of AUM, Performance Based |
| 2 | COLDSTREAM WEALTH MANAGEMENT One - 100th Avenue Ne, Suite 102 Bellevue, WA, 98004 | $6,971,033,394 | 2858 | 133 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PROJECT BY PROJECT BASIS) |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC 1412 112th Ave Ne, Suite 100 Bellevue, WA, 98004 | $3,862,918,534 | 2659 | 35 | A Percentage of AUM, Fixed Fees, Performance Based, Other (NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE) |
| 4 | THE PACIFIC FINANCIAL GROUP, INC. 11811 Ne First St, Suite 201 Bellevue, WA, 98005 | $3,039,889,861 | 19568 | 85 | A Percentage of AUM |
| 5 | PACIFIC FINANCIAL GROUP, LLC 11811 Ne 1st Street, Suite 201 Bellevue, WA, 98005 | $2,604,897,438 | 17 | 13 | A Percentage of AUM, Other (NEGOTIATED FEES FOR RISKPRO) |
| 6 | PARCION PRIVATE WEALTH LLC 11980 Ne 24th St, Suite 210 Bellevue, WA, 98005 | $1,745,409,940 | 1221 | 28 | A Percentage of AUM, Fixed Fees |
| 7 | BRISTLECONE ADVISORS LLC 10900 Ne 4th Street, Suite 1920, Bellevue, WA, 98004 | $1,579,360,687 | 1142 | 19 | A Percentage of AUM, Fixed Fees |
| 8 | TSCHETTER GROUP 2155 112th Ave Ne, Bellevue, WA, 98004 | $1,336,058,959 | 831 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | AUXANO ADVISORS 10900 Ne 4th Street, Suite 1950 Bellevue, WA, 98004 | $1,024,874,400 | 1703 | 15 | A Percentage of AUM |
| 10 | SCS 10900 Ne 8th Street, 15th Floor - Suite 1550 Bellevue, WA, 98004 | $1,005,857,024 | 2429 | 30 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | TRUTINA FINANCIAL 10811 Main Street, Bellevue, WA, 98004-6323 | $941,531,587 | 1119 | 16 | A Percentage of AUM, Fixed Fees |
| 12 | ALTRAVUE CAPITAL, LLC 11747 Ne 1st Street, Suite 205 Bellevue, WA, 98005 | $907,812,247 | 52 | 5 | A Percentage of AUM, Performance Based |
| 13 | PAUL R. RIED FINANCIAL GROUP, LLC 10801 Main Street, Suite 201 Bellevue, WA, 98004-6366 | $876,429,114 | 2308 | 8 | A Percentage of AUM, Fixed Fees |
| 14 | SYNERGY ASSET MANAGEMENT, LLC 13231 Se 36th Street, Suite 215 Bellevue, WA, 98006 | $678,188,644 | 1114 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 15 | AVIER WEALTH ADVISORS 10655 Ne 4th Street, Suite 500 Bellevue, WA, 98004 | $641,273,673 | 2024 | 16 | A Percentage of AUM |
Information on Top Retirement Planning firms in Bellevue, Washington
QualificationsFirm CRD# 315897
Assets Under Management $8,000,289,154
No. Of Clients34
Clients Per Financial Advisor1
CERCANO MANAGEMENT LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108805
Assets Under Management $6,971,033,394
No. Of Clients2858
Clients Per Financial Advisor21
COLDSTREAM WEALTH MANAGEMENT is a financial advisory firm situated in Bellevue, Washington. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2858 clients. The team consists of 133 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (PROJECT BY PROJECT BASIS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 104931
Assets Under Management $3,862,918,534
No. Of Clients2659
Clients Per Financial Advisor76
EVERGREEN CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2659 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105203
Assets Under Management $3,039,889,861
No. Of Clients19568
Clients Per Financial Advisor230
THE PACIFIC FINANCIAL GROUP, INC. is a financial advisory firm situated in Bellevue, Washington. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19568 clients. The team consists of 85 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 143041
Assets Under Management $2,604,897,438
No. Of Clients17
Clients Per Financial Advisor1
PACIFIC FINANCIAL GROUP, LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (NEGOTIATED FEES FOR RISKPRO)
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 305115
Assets Under Management $1,745,409,940
No. Of Clients1221
Clients Per Financial Advisor44
PARCION PRIVATE WEALTH LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1221 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 109227
Assets Under Management $1,579,360,687
No. Of Clients1142
Clients Per Financial Advisor60
BRISTLECONE ADVISORS LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1142 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 301548
Assets Under Management $1,336,058,959
No. Of Clients831
Clients Per Financial Advisor69
TSCHETTER GROUP is a financial advisory firm situated in Bellevue, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 831 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 145179
Assets Under Management $1,024,874,400
No. Of Clients1703
Clients Per Financial Advisor114
AUXANO ADVISORS is a financial advisory firm situated in Bellevue, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1703 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 310849
Assets Under Management $1,005,857,024
No. Of Clients2429
Clients Per Financial Advisor81
SCS is a financial advisory firm situated in Bellevue, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2429 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 148866
Assets Under Management $941,531,587
No. Of Clients1119
Clients Per Financial Advisor70
TRUTINA FINANCIAL is a financial advisory firm situated in Bellevue, Washington. With a nearly $942M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1119 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 283260
Assets Under Management $907,812,247
No. Of Clients52
Clients Per Financial Advisor10
ALTRAVUE CAPITAL, LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $908M assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 297284
Assets Under Management $876,429,114
No. Of Clients2308
Clients Per Financial Advisor289
PAUL R. RIED FINANCIAL GROUP, LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $876M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2308 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 117201
Assets Under Management $678,188,644
No. Of Clients1114
Clients Per Financial Advisor101
SYNERGY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $678M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1114 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 161077
Assets Under Management $641,273,673
No. Of Clients2024
Clients Per Financial Advisor127
AVIER WEALTH ADVISORS is a financial advisory firm situated in Bellevue, Washington. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2024 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Bellevue, Washington
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- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.