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Find Retirement Advisors for Retirement Planning in Camas, 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 Camas, Washington
Last Updated - April 16, 2024Camas has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Camas, Washington have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Camas, Washington
VERIFIEDMatt Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMark Sharp
CFP®, EA, RICP®
Mark Sharp Retirement
Qualifications
CRD# 4975830
Firm CRD# 285773
Minimum Assets Required
$250,000
Advisory Services:
Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Camas, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CHANGE GLOBAL INVESTMENT, LLC 416 Ne Dallas Street, Suite 202 Camas, WA, 98607 | $203,000,000 | 6 | 9 | A Percentage of AUM |
| 2 | PARA WEALTH ADVISORS, INC. 2005 Se 192nd Ave Suite 200, Camas, WA, 98607 | $139,664,673 | 701 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | BARKER WEALTH MANAGEMENT, LLC 1601 Nw Deerfern St, Camas, WA, 98607 | $130,000,000 | 46 | 2 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Camas, Washington
QualificationsFirm CRD# 167844
Assets Under Management $203,000,000
No. Of Clients6
Clients Per Financial Advisor1
CHANGE GLOBAL INVESTMENT, LLC is a financial advisory firm situated in Camas, Washington. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 9 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 322683
Assets Under Management $139,664,673
No. Of Clients701
Clients Per Financial Advisor175
PARA WEALTH ADVISORS, INC. is a financial advisory firm situated in Camas, Washington. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 701 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 226768
Assets Under Management $130,000,000
No. Of Clients46
Clients Per Financial Advisor23
BARKER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Camas, Washington. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 46 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
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.