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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 7, 2024

Bellevue 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

advisor-photo
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Fulcrum 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
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John 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

Top 15 Retirement Planning firms in Bellevue, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CERCANO MANAGEMENT LLC
1110 112th Avenue Ne, Suite 202
Bellevue, WA, 98004
$8,000,289,1543445
A Percentage of AUM, Performance Based
2
COLDSTREAM WEALTH MANAGEMENT
One - 100th Avenue Ne, Suite 102
Bellevue, WA, 98004
$6,971,033,3942858133
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
$3,862,918,534265935
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
$3,039,889,8611956885
A Percentage of AUM
5
PACIFIC FINANCIAL GROUP, LLC
11811 Ne 1st Street, Suite 201
Bellevue, WA, 98005
$2,604,897,4381713
A Percentage of AUM, Other (NEGOTIATED FEES FOR RISKPRO)
6
PARCION PRIVATE WEALTH LLC
11980 Ne 24th St, Suite 210
Bellevue, WA, 98005
$1,745,409,940122128
A Percentage of AUM, Fixed Fees
7
BRISTLECONE ADVISORS LLC
10900 Ne 4th Street, Suite 1920,
Bellevue, WA, 98004
$1,579,360,687114219
A Percentage of AUM, Fixed Fees
8
TSCHETTER GROUP
2155 112th Ave Ne,
Bellevue, WA, 98004
$1,336,058,95983112
A Percentage of AUM, Hourly charges, Fixed Fees
9
AUXANO ADVISORS
10900 Ne 4th Street, Suite 1950
Bellevue, WA, 98004
$1,024,874,400170315
A Percentage of AUM
10
SCS
10900 Ne 8th Street, 15th Floor - Suite 1550
Bellevue, WA, 98004
$1,005,857,024242930
A Percentage of AUM, Hourly charges, Fixed Fees
11
TRUTINA FINANCIAL
10811 Main Street,
Bellevue, WA, 98004-6323
$941,531,587111916
A Percentage of AUM, Fixed Fees
12
ALTRAVUE CAPITAL, LLC
11747 Ne 1st Street, Suite 205
Bellevue, WA, 98005
$907,812,247525
A Percentage of AUM, Performance Based
13
PAUL R. RIED FINANCIAL GROUP, LLC
10801 Main Street, Suite 201
Bellevue, WA, 98004-6366
$876,429,11423088
A Percentage of AUM, Fixed Fees
14
SYNERGY ASSET MANAGEMENT, LLC
13231 Se 36th Street, Suite 215
Bellevue, WA, 98006
$678,188,644111411
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
15
AVIER WEALTH ADVISORS
10655 Ne 4th Street, Suite 500
Bellevue, WA, 98004
$641,273,673202416
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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