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Find Retirement Advisors for Retirement Planning in Bellingham, 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 Bellingham, Washington
Last Updated - April 13, 2024Bellingham has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Bellingham, Washington have an average of 0 years of experience.
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List of Qualified Retirement Planning Advisors in Bellingham, Washington
VERIFIEDAdvisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Bellingham, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SATURNA CAPITAL CORPORATION 1300 N State St., Bellingham, WA, 98225-4730 | $6,643,738,704 | 115 | 75 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | FINANCIAL PLAN, INC. 2115 Barkley Blvd., Suite 101 Bellingham, WA, 98226 | $845,050,649 | 3108 | 15 | A Percentage of AUM, Hourly charges |
| 3 | TRADEWINDS CAPITAL MANAGEMENT, LLC 2211 Rimland Drive, Suite 401 Bellingham, WA, 98226 | $515,039,229 | 2608 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | SKYLINE ADVISORS, INC. 405 32nd Street, Suite 201 Bellingham, WA, 98225 | $234,791,610 | 1076 | 7 | A Percentage of AUM, Fixed Fees |
| 5 | WAYCROSS INVESTMENT MANAGEMENT CO 119 N Commercial St, Ste 191 Bellingham, WA, 98225 | $152,525,135 | 333 | 4 | A Percentage of AUM, Hourly charges |
| 6 | BARING FINANCIAL LLC 1310 10th St, Suite 101 Bellingham, WA, 98225 | $110,320,048 | 806 | 3 | A Percentage of AUM |
| 7 | BELLINGHAM CAPITAL 316 E Mcleod Rd, Suite 105 Bellingham, WA, 98226 | $109,216,074 | 565 | 4 | A Percentage of AUM, Hourly charges |
| 8 | WEALTHMARK, LLC 1329 N. State St, Suite 206 Bellingham, WA, 98225 | $85,500,000 | 355 | 2 | A Percentage of AUM, Fixed Fees, Performance Based, Other (SUBADVISORY SERVICES) |
| 9 | NORTHWEST WEALTH ADVISORS 1801 F Street, Bellingham, WA, 98225 | $0 | 0 | 3 | A Percentage of AUM |
| 10 | STRATEGIC ASSET ALLIANCE 11 Bellwether Way, Suite 209 Bellingham, WA, 98225 | $0 | 0 | 3 | Fixed Fees |
Information on Top Retirement Planning firms in Bellingham, Washington
QualificationsFirm CRD# 25586
Assets Under Management $6,643,738,704
No. Of Clients115
Clients Per Financial Advisor2
SATURNA CAPITAL CORPORATION is a financial advisory firm situated in Bellingham, Washington. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Pension Consulting Services
QualificationsFirm CRD# 116073
Assets Under Management $845,050,649
No. Of Clients3108
Clients Per Financial Advisor207
FINANCIAL PLAN, INC. is a financial advisory firm situated in Bellingham, Washington. With a nearly $845M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3108 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 145934
Assets Under Management $515,039,229
No. Of Clients2608
Clients Per Financial Advisor373
TRADEWINDS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bellingham, Washington. With a nearly $515M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2608 clients. The team consists of 7 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
- Pension Consulting Services
QualificationsFirm CRD# 188511
Assets Under Management $234,791,610
No. Of Clients1076
Clients Per Financial Advisor154
SKYLINE ADVISORS, INC. is a financial advisory firm situated in Bellingham, Washington. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1076 clients. The team consists of 7 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105034
Assets Under Management $152,525,135
No. Of Clients333
Clients Per Financial Advisor83
WAYCROSS INVESTMENT MANAGEMENT CO is a financial advisory firm situated in Bellingham, Washington. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 333 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 173761
Assets Under Management $110,320,048
No. Of Clients806
Clients Per Financial Advisor269
BARING FINANCIAL LLC is a financial advisory firm situated in Bellingham, Washington. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 806 clients. The team consists of 3 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
- Pension Consulting Services
QualificationsFirm CRD# 151684
Assets Under Management $109,216,074
No. Of Clients565
Clients Per Financial Advisor141
BELLINGHAM CAPITAL is a financial advisory firm situated in Bellingham, Washington. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 565 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 144948
Assets Under Management $85,500,000
No. Of Clients355
Clients Per Financial Advisor178
WEALTHMARK, LLC is a financial advisory firm situated in Bellingham, Washington. With a nearly $86M assets under management, the firm specializes in crafting personalized retirement planning solutions for 355 clients. The team consists of 2 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 (SUBADVISORY SERVICES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 327641
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
NORTHWEST WEALTH ADVISORS is a financial advisory firm situated in Bellingham, Washington. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 148763
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
STRATEGIC ASSET ALLIANCE is a financial advisory firm situated in Bellingham, Washington. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Pension Consulting Services
- 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 Ellensburg, Washington
- Retirement Planners in Tacoma, Washington
- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.