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.
Kirkland has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Kirkland, Washington have an average of 28 years of experience.
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
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
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 | TAIYO PACIFIC PARTNERS L.P. 5300 Carillon Point, Kirkland, WA, 98033 | $2,422,658,000 | 6 | 38 | A Percentage of AUM, Performance Based |
2 | ELITE WEALTH MANAGEMENT, INC. 1014 Market Street, Suite 100 Kirkland, WA, 98033 | $742,176,951 | 1506 | 6 | A Percentage of AUM |
3 | LATTICE CAPITAL MANAGEMENT LLC 1014 Market Street, Suite 100 Kirkland, WA, 98033 | $594,699,091 | 4 | 6 | A Percentage of AUM, Performance Based |
4 | SCHMIDT FINANCIAL GROUP, INC. 620 Kirkland Way, Suite 205 Kirkland, WA, 98033 | $416,770,566 | 1127 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | SOUNDMARK WEALTH MANAGEMENT, LLC 11400 98th Avenue Ne, Suite 301 Kirkland, WA, 98033 | $362,972,404 | 810 | 7 | A Percentage of AUM, Fixed Fees |
6 | EXECUTIVE WEALTH GROUP, LLC 3435 Carillon Point, Kirkland, WA, 98033 | $348,509,483 | 219 | 2 | A Percentage of AUM |
7 | SPG ADVISORS LLC 11411 Ne 124th St, Suite 255 Kirkland, WA, 98034 | $344,099,626 | 1912 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROVIDER FEES) |
8 | ROBINSWOOD FINANCIAL 3425 Carillon Point, Building 3000, 4th Floor Kirkland, WA, 98033 | $305,654,716 | 1064 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | KAIZEN FINANCIAL ADVISORS, LLC 4030 Lake Washington Blvd, Suite 308 Kirkland, WA, 98033 | $181,982,756 | 463 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | PRIVATE ASSET MANAGEMENT INC 3740 Carillon Point, Kirkland, WA, 98033 | $167,297,640 | 100 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
11 | PREVAIL WEALTH MANAGEMENT 520 Kirkland Way, Ste 201 Kirkland, WA, 98033 | $157,667,706 | 659 | 7 | A Percentage of AUM, Fixed Fees |
12 | HOT CREEK CAPITAL, L.L.C. 135 Lake Street South, Suite 272 Kirkland, WA, 98033 | $122,842,676 | 1 | 2 | A Percentage of AUM, Performance Based |
13 | SCHMIDT FINANCIAL MANAGEMENT 620 Kirkland Way, Suite 205 Kirkland, WA, 98033 | $0 | 0 | 5 | A Percentage of AUM |
QualificationsFirm CRD# 160930
Assets Under Management $2,422,658,000
No. Of Clients6
Clients Per Financial Advisor0
TAIYO PACIFIC PARTNERS L.P. is a financial advisory firm situated in Kirkland, Washington. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 132122
Assets Under Management $742,176,951
No. Of Clients1506
Clients Per Financial Advisor251
ELITE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Kirkland, Washington. With a nearly $742M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1506 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 141860
Assets Under Management $594,699,091
No. Of Clients4
Clients Per Financial Advisor1
LATTICE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Kirkland, Washington. With a nearly $595M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119841
Assets Under Management $416,770,566
No. Of Clients1127
Clients Per Financial Advisor225
SCHMIDT FINANCIAL GROUP, INC. is a financial advisory firm situated in Kirkland, Washington. With a nearly $417M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1127 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 121344
Assets Under Management $362,972,404
No. Of Clients810
Clients Per Financial Advisor116
SOUNDMARK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Kirkland, Washington. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 810 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283103
Assets Under Management $348,509,483
No. Of Clients219
Clients Per Financial Advisor110
EXECUTIVE WEALTH GROUP, LLC is a financial advisory firm situated in Kirkland, Washington. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 219 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284496
Assets Under Management $344,099,626
No. Of Clients1912
Clients Per Financial Advisor174
SPG ADVISORS LLC is a financial advisory firm situated in Kirkland, Washington. With a nearly $344M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1912 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 143417
Assets Under Management $305,654,716
No. Of Clients1064
Clients Per Financial Advisor213
ROBINSWOOD FINANCIAL is a financial advisory firm situated in Kirkland, Washington. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1064 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155353
Assets Under Management $181,982,756
No. Of Clients463
Clients Per Financial Advisor154
KAIZEN FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Kirkland, Washington. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108815
Assets Under Management $167,297,640
No. Of Clients100
Clients Per Financial Advisor33
PRIVATE ASSET MANAGEMENT INC is a financial advisory firm situated in Kirkland, Washington. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 100 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164532
Assets Under Management $157,667,706
No. Of Clients659
Clients Per Financial Advisor94
PREVAIL WEALTH MANAGEMENT is a financial advisory firm situated in Kirkland, Washington. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 659 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 162371
Assets Under Management $122,842,676
No. Of Clients1
Clients Per Financial Advisor1
HOT CREEK CAPITAL, L.L.C. is a financial advisory firm situated in Kirkland, Washington. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 328247
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
SCHMIDT FINANCIAL MANAGEMENT is a financial advisory firm situated in Kirkland, Washington. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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