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Find Retirement Advisors for Retirement Planning in Kirkland, 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 Kirkland, Washington

Last Updated - March 22, 2024

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.

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List of Qualified Retirement Planning Advisors in Kirkland, Washington

advisor-photo
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Fulcrum Wealth Advisors, LLC
CFP®, AIF®

Qualifications
Firm CRD# 13572
Series 7, 31, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

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.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
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John 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

Top 13 Retirement Planning firms in Kirkland, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TAIYO PACIFIC PARTNERS L.P.
5300 Carillon Point,
Kirkland, WA, 98033
$2,422,658,000638
A Percentage of AUM, Performance Based
2
ELITE WEALTH MANAGEMENT, INC.
1014 Market Street, Suite 100
Kirkland, WA, 98033
$742,176,95115066
A Percentage of AUM
3
LATTICE CAPITAL MANAGEMENT LLC
1014 Market Street, Suite 100
Kirkland, WA, 98033
$594,699,09146
A Percentage of AUM, Performance Based
4
SCHMIDT FINANCIAL GROUP, INC.
620 Kirkland Way, Suite 205
Kirkland, WA, 98033
$416,770,56611275
A Percentage of AUM, Hourly charges, Fixed Fees
5
SOUNDMARK WEALTH MANAGEMENT, LLC
11400 98th Avenue Ne, Suite 301
Kirkland, WA, 98033
$362,972,4048107
A Percentage of AUM, Fixed Fees
6
EXECUTIVE WEALTH GROUP, LLC
3435 Carillon Point,
Kirkland, WA, 98033
$348,509,4832192
A Percentage of AUM
7
SPG ADVISORS LLC
11411 Ne 124th St, Suite 255
Kirkland, WA, 98034
$344,099,626191211
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROVIDER FEES)
8
ROBINSWOOD FINANCIAL
3425 Carillon Point, Building 3000, 4th Floor
Kirkland, WA, 98033
$305,654,71610645
A Percentage of AUM, Hourly charges, Fixed Fees
9
KAIZEN FINANCIAL ADVISORS, LLC
4030 Lake Washington Blvd, Suite 308
Kirkland, WA, 98033
$181,982,7564633
A Percentage of AUM, Hourly charges, Fixed Fees
10
PRIVATE ASSET MANAGEMENT INC
3740 Carillon Point,
Kirkland, WA, 98033
$167,297,6401003
A Percentage of AUM, Hourly charges, Fixed Fees
11
PREVAIL WEALTH MANAGEMENT
520 Kirkland Way, Ste 201
Kirkland, WA, 98033
$157,667,7066597
A Percentage of AUM, Fixed Fees
12
HOT CREEK CAPITAL, L.L.C.
135 Lake Street South, Suite 272
Kirkland, WA, 98033
$122,842,67612
A Percentage of AUM, Performance Based
13
SCHMIDT FINANCIAL MANAGEMENT
620 Kirkland Way, Suite 205
Kirkland, WA, 98033
$005
A Percentage of AUM

Information on Top Retirement Planning firms in Kirkland, Washington

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (PROVIDER FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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.

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
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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