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Find Retirement Advisors for Retirement Planning in Bellingham, Washington

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 24, 2025

Bellingham has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Bellingham, Washington have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Bellingham, Washington

VERIFIED

David Steininger
Primerica Advisors

Qualifications
CRD# 4193984
Firm CRD# 10111
Series 6, 26, 63, 65

Minimum Assets Required
$50,000

Address

1710 Akron Court,
Bellingham, WA 98226 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

20700 44th Ave W.,
Suite 240,
Lynnwood, WA 98036 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 11 Retirement Planning firms in Bellingham, Washington (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1300 N State St., Bellingham, WA, 98225-4730	$8,394,714,767	111	80	A percentage of AUM, Fixed fees, Performance Based
2	2115 Barkley Blvd., Suite 101 Bellingham, WA, 98226	$1,053,171,705	3426	17	A percentage of AUM, Hourly charges
3	2211 Rimland Drive, Suite 401 Bellingham, WA, 98226	$523,698,592	2483	10	A percentage of AUM, Hourly charges, Fixed fees
4	405 32nd Street, Suite 201 Bellingham, WA, 98225	$288,379,333	1133	7	A percentage of AUM, Fixed fees
5	119 N Commercial St, Ste 191 Bellingham, WA, 98225	$216,691,379	334	4	A percentage of AUM, Hourly charges
6	1310 10th St, Suite 101 Bellingham, WA, 98225	$188,071,412	1003	3	A percentage of AUM
7	1801 F Street, Bellingham, WA, 98225	$152,263,001	954	6	A percentage of AUM, Fixed fees
8	316 E Mcleod Rd, Suite 105 Bellingham, WA, 98226	$125,960,967	596	4	A percentage of AUM, Hourly charges
9	1329 N. State St, Suite 206 Bellingham, WA, 98225	$101,000,000	387	2	A percentage of AUM, Fixed fees, Performance Based, Other (SUBADVISORY SERVICES)
10	114 W Magnolia Street, Suite #444 Bellingham, WA, 98225	$0	0	3	A percentage of AUM
11	11 Bellwether Way, Suite 209 Bellingham, WA, 98225	$0	0	4	Fixed fees

Information on Top Retirement Planning firms in Bellingham, Washington

SATURNA CAPITAL CORPORATION

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QualificationsFirm CRD# 25586

Assets Under Management $8,394,714,767

No. Of Clients111

Clients Per Financial Advisor1

SATURNA CAPITAL CORPORATION is a financial advisory firm situated in Bellingham, Washington. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 80 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Pesnsion consulting services

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FINANCIAL PLAN, INC.

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QualificationsFirm CRD# 116073

Assets Under Management $1,053,171,705

No. Of Clients3426

Clients Per Financial Advisor202

FINANCIAL PLAN, INC. is a financial advisory firm situated in Bellingham, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3426 clients. The team consists of 17 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 services
Portfolio management for individuals and/or small businesses

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TRADEWINDS CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 145934

Assets Under Management $523,698,592

No. Of Clients2483

Clients Per Financial Advisor248

TRADEWINDS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bellingham, Washington. With a nearly $524M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2483 clients. The team consists of 10 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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SKYLINE ADVISORS, INC.

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QualificationsFirm CRD# 188511

Assets Under Management $288,379,333

No. Of Clients1133

Clients Per Financial Advisor162

SKYLINE ADVISORS, INC. is a financial advisory firm situated in Bellingham, Washington. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1133 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 and/or small businesses
Pesnsion consulting services
Selection for other advisors

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WAYCROSS INVESTMENT MANAGEMENT CO

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QualificationsFirm CRD# 105034

Assets Under Management $216,691,379

No. Of Clients334

Clients Per Financial Advisor84

WAYCROSS INVESTMENT MANAGEMENT CO is a financial advisory firm situated in Bellingham, Washington. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 334 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 services
Portfolio management for individuals and/or small businesses

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BARING FINANCIAL LLC

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QualificationsFirm CRD# 173761

Assets Under Management $188,071,412

No. Of Clients1003

Clients Per Financial Advisor334

BARING FINANCIAL LLC is a financial advisory firm situated in Bellingham, Washington. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1003 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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WEST INVEST

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QualificationsFirm CRD# 327641

Assets Under Management $152,263,001

No. Of Clients954

Clients Per Financial Advisor159

WEST INVEST is a financial advisory firm situated in Bellingham, Washington. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 954 clients. The team consists of 6 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 services
Portfolio management for individuals and/or small businesses

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BELLINGHAM CAPITAL

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QualificationsFirm CRD# 151684

Assets Under Management $125,960,967

No. Of Clients596

Clients Per Financial Advisor149

BELLINGHAM CAPITAL is a financial advisory firm situated in Bellingham, Washington. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 596 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 services
Portfolio management for individuals and/or small businesses
Other (ANALYSIS AND RECOMMENDATIONS FOR PRIVATE PLACEMENT SECURITIES)

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WEALTHMARK, LLC

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QualificationsFirm CRD# 144948

Assets Under Management $101,000,000

No. Of Clients387

Clients Per Financial Advisor194

WEALTHMARK, LLC is a financial advisory firm situated in Bellingham, Washington. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 387 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

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CAPSTONE RIA

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QualificationsFirm CRD# 334343

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

CAPSTONE RIA 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

Financial planning services
Portfolio management for individuals and/or small businesses

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STRATEGIC ASSET ALLIANCE

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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 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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