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Find Retirement Advisors for Retirement Planning in Kirkland, Washington

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 - April 25, 2025

Kirkland has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Kirkland, Washington have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Kirkland, Washington

VERIFIED

Snider Financial Group
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Qualifications
Firm CRD# 117392
Series 63, 65

Minimum Assets Required
$200,000

Address

12505 NE Bel Red Road,
Suite 200,
Bellevue, WA 98005 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Encore Investment

Qualifications
CRD# 4895365
Firm CRD# 333127
Series 65

Minimum Assets Required
$500,000

Address

10900 NE 4th Street,
Suite 2406,
Bellevue, WA 98004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

10900 NE 8th Street,
Suite 1414,
Bellevue, WA 98004 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

20700 44th Ave W.,
Suite 240,
Lynnwood, WA 98036 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

32001 32nd Avenue South,
Suite 330,
Federal Way, WA 98001 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 12 Retirement Planning firms in Kirkland, Washington (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	5300 Carillon Point, Kirkland, WA, 98033	$1,720,319,000	7	35	A percentage of AUM, Performance Based
2	1014 Market Street, Suite 100 Kirkland, WA, 98033	$996,082,300	1914	7	A percentage of AUM
3	1014 Market Street, Suite 100 Kirkland, WA, 98033	$539,798,303	5	8	A percentage of AUM, Performance Based
4	3435 Carillon Point, Kirkland, WA, 98033	$412,098,817	699	6	A percentage of AUM
5	11411 Ne 124th St, Suite 255 Kirkland, WA, 98034	$400,952,514	2006	10	A percentage of AUM, Hourly charges, Fixed fees, Other (PROVIDER FEES)
6	3435 Carillon Point, Kirkland, WA, 98033	$394,451,722	220	2	A percentage of AUM
7	3425 Carillon Point, Building 3000, 4th Floor Kirkland, WA, 98033	$321,000,000	1036	5	A percentage of AUM, Hourly charges, Fixed fees
8	4030 Lake Washington Blvd, Suite 308 Kirkland, WA, 98033	$220,811,107	145	3	A percentage of AUM, Hourly charges
9	520 Kirkland Way, Ste 201 Kirkland, WA, 98033	$180,839,000	695	6	A percentage of AUM, Hourly charges, Fixed fees
10	4040 Lake Washington Blvd Ne, #305 Kirkland, WA, 98033	$168,866,882	100	3	A percentage of AUM, Hourly charges, Fixed fees
11	135 Lake Street South, Suite 272 Kirkland, WA, 98033	$134,950,375	1	2	A percentage of AUM, Performance Based
12	11250 Kirkland Way, Suite 100 Kirkland, WA, 98033	$0	0	1	Fixed fees

Information on Top Retirement Planning firms in Kirkland, Washington

TAIYO PACIFIC PARTNERS L.P.

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QualificationsFirm CRD# 160930

Assets Under Management $1,720,319,000

No. Of Clients7

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 7 clients. The team consists of 35 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 vehicles
Portfolio management for businesses or institutional clients

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ELITE WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 132122

Assets Under Management $996,082,300

No. Of Clients1914

Clients Per Financial Advisor273

ELITE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Kirkland, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1914 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors

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LATTICE CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 141860

Assets Under Management $539,798,303

No. Of Clients5

Clients Per Financial Advisor1

LATTICE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Kirkland, Washington. With a nearly $540M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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SCHMIDT FINANCIAL MANAGEMENT

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QualificationsFirm CRD# 328247

Assets Under Management $412,098,817

No. Of Clients699

Clients Per Financial Advisor117

SCHMIDT FINANCIAL MANAGEMENT is a financial advisory firm situated in Kirkland, Washington. With a nearly $412M assets under management, the firm specializes in crafting personalized retirement planning solutions for 699 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

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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SPG ADVISORS LLC

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QualificationsFirm CRD# 284496

Assets Under Management $400,952,514

No. Of Clients2006

Clients Per Financial Advisor201

SPG ADVISORS LLC is a financial advisory firm situated in Kirkland, Washington. With a nearly $401M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2006 clients. The team consists of 10 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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EXECUTIVE WEALTH GROUP, LLC

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QualificationsFirm CRD# 283103

Assets Under Management $394,451,722

No. Of Clients220

Clients Per Financial Advisor110

EXECUTIVE WEALTH GROUP, LLC is a financial advisory firm situated in Kirkland, Washington. With a nearly $394M assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 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 services
Portfolio management for individuals and/or small businesses

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ROBINSWOOD FINANCIAL

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QualificationsFirm CRD# 143417

Assets Under Management $321,000,000

No. Of Clients1036

Clients Per Financial Advisor207

ROBINSWOOD FINANCIAL is a financial advisory firm situated in Kirkland, Washington. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1036 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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KAIZEN FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 155353

Assets Under Management $220,811,107

No. Of Clients145

Clients Per Financial Advisor48

KAIZEN FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Kirkland, Washington. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 145 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

PREVAIL WEALTH MANAGEMENT

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QualificationsFirm CRD# 164532

Assets Under Management $180,839,000

No. Of Clients695

Clients Per Financial Advisor116

PREVAIL WEALTH MANAGEMENT is a financial advisory firm situated in Kirkland, Washington. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 695 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

PRIVATE ASSET MANAGEMENT INC

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QualificationsFirm CRD# 108815

Assets Under Management $168,866,882

No. Of Clients100

Clients Per Financial Advisor33

PRIVATE ASSET MANAGEMENT INC is a financial advisory firm situated in Kirkland, Washington. With a nearly $169M 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 services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

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HOT CREEK CAPITAL, L.L.C.

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QualificationsFirm CRD# 162371

Assets Under Management $134,950,375

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 $135M 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 vehicles

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CALPA ADVISORS LLC

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QualificationsFirm CRD# 318008

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

CALPA ADVISORS LLC 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 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Pesnsion consulting services
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

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