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Find Retirement Advisors for Retirement Planning in Edmonds, 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 Edmonds, Washington
Last Updated - April 19, 2024Edmonds has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Edmonds, Washington have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Edmonds, Washington
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 5 Retirement Planning firms in Edmonds, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ZEVENBERGEN CAPITAL INVESTMENTS LLC 326 Admiral Way, Suite 200 Edmonds, WA, 98020-7261 | $3,029,345,000 | 325 | 23 | A Percentage of AUM, Other (MODEL-ONLY PORTFOLIO) |
| 2 | SAGE ADVISORS, LLC 115 2nd Avenue North, Suite 200 Edmonds, WA, 98020 | $383,270,000 | 1922 | 11 | A Percentage of AUM, Fixed Fees |
| 3 | HARBOUR INVESTMENT MANAGEMENT L.L.C. 152 3rd Ave S, Suite 103b Edmonds, WA, 98020-8442 | $367,940,951 | 522 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | BOGDANOVICH WEALTH MANAGEMENT PLLC 100 - 2nd Ave S, Suite 310 Edmonds, WA, 98020-3512 | $240,993,962 | 165 | 3 | A Percentage of AUM, Hourly charges |
| 5 | TFS ADVISORS, LLC 100 2nd Ave S., Suite 300 Edmonds, WA, 98020 | $118,681,487 | 395 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Edmonds, Washington
QualificationsFirm CRD# 128990
Assets Under Management $3,029,345,000
No. Of Clients325
Clients Per Financial Advisor14
ZEVENBERGEN CAPITAL INVESTMENTS LLC is a financial advisory firm situated in Edmonds, Washington. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 325 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (MODEL-ONLY PORTFOLIO)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 301328
Assets Under Management $383,270,000
No. Of Clients1922
Clients Per Financial Advisor175
SAGE ADVISORS, LLC is a financial advisory firm situated in Edmonds, Washington. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1922 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111166
Assets Under Management $367,940,951
No. Of Clients522
Clients Per Financial Advisor131
HARBOUR INVESTMENT MANAGEMENT L.L.C. is a financial advisory firm situated in Edmonds, Washington. With a nearly $368M assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 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
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 116557
Assets Under Management $240,993,962
No. Of Clients165
Clients Per Financial Advisor55
BOGDANOVICH WEALTH MANAGEMENT PLLC is a financial advisory firm situated in Edmonds, Washington. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 165 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 167653
Assets Under Management $118,681,487
No. Of Clients395
Clients Per Financial Advisor132
TFS ADVISORS, LLC is a financial advisory firm situated in Edmonds, Washington. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 395 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
- Hourly charges
- Fixed Fees
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 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.