Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Kennewick, 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.
HELP ME FIND MY PLANNER
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Kennewick, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PETERSEN HASTINGS INVESTMENT MANAGEMENT INC 8203 W Quinault, Suite 101 Kennewick, WA, 99336 | $927,086,401 | 2386 | 17 | A Percentage of AUM, Hourly charges |
| 2 | CORNERSTONE WEALTH STRATEGIES, INC. 8905 W. Gage Blvd.,, Suite 110 Kennewick, WA, 99336 | $770,262,346 | 1026 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | HFG ADVISORS, INC. 8131 W. Grandridge Blvd, Suite 1 Kennewick, WA, 99336 | $253,679,375 | 267 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | MONSON WEALTH MANAGEMENT, INC. 8503 W Clearwater Ave, Suite D Kennewick, WA, 99336 | $99,918,751 | 896 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Kennewick, Washington
QualificationsFirm CRD# 110952
Assets Under Management $927,086,401
No. Of Clients2386
Clients Per Financial Advisor140
PETERSEN HASTINGS INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Kennewick, Washington. With a nearly $927M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2386 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 297491
Assets Under Management $770,262,346
No. Of Clients1026
Clients Per Financial Advisor79
CORNERSTONE WEALTH STRATEGIES, INC. is a financial advisory firm situated in Kennewick, Washington. With a nearly $770M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1026 clients. The team consists of 13 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
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 316446
Assets Under Management $253,679,375
No. Of Clients267
Clients Per Financial Advisor33
HFG ADVISORS, INC. is a financial advisory firm situated in Kennewick, Washington. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 267 clients. The team consists of 8 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 169857
Assets Under Management $99,918,751
No. Of Clients896
Clients Per Financial Advisor224
MONSON WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Kennewick, Washington. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 896 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
- 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.