Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Everett has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Everett, Washington have an average of 28 years of experience.
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Fulcrum Wealth Advisors, LLC
CFP®, AIF®
Qualifications
Firm CRD# 13572
Series 7, 31, 63, 65
Minimum Assets Required
$250,000
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
John Easley
Tallus Capital
Qualifications
CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | MADRONA FINANCIAL SERVICES, LLC 2911 Bond Street, Suite 200, Everett, WA, 98201 | $268,774,721 | 1338 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
2 | HELIUM ADVISORS LLC 1910 120th Place Se, Suite 201 Everett, WA, 98208 | $204,564,734 | 639 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 115753
Assets Under Management $268,774,721
No. Of Clients1338
Clients Per Financial Advisor74
MADRONA FINANCIAL SERVICES, LLC is a financial advisory firm situated in Everett, Washington. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1338 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282356
Assets Under Management $204,564,734
No. Of Clients639
Clients Per Financial Advisor58
HELIUM ADVISORS LLC is a financial advisory firm situated in Everett, Washington. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 639 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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