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 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.
Lynnwood has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Lynnwood, Washington have an average of 25 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Snider Financial Group
RICP®, CRPC®, ChSNC, ChFC, ABFP, , APMA®, CDFA®
Qualifications
Firm CRD# 117392
Series 63, 65
Minimum Assets Required
$200,000
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
Fee-Only, Based on Assets
Qualifications
CRD# 4895365
Firm CRD# 333127
Series 65
Minimum Assets Required
$500,000
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
Fee-Only, Flat Fee
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
David Steininger
Primerica Advisors
Qualifications
CRD# 4193984
Firm CRD# 10111
Series 6, 26, 63, 65
Minimum Assets Required
$50,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 3500 188th Street Sw, Suite #445 Lynnwood, WA, 98037 | $390,000,000 | 1139 | 6 | A percentage of AUM |
2 | 19020 33rd Avenue W, Suite 390 Lynnwood, WA, 98036 | $314,726,561 | 900 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 3500 188th St Sw, Suite 102 Lynnwood, WA, 98037-4757 | $298,587,422 | 1633 | 13 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
QualificationsFirm CRD# 116511
Assets Under Management $390,000,000
No. Of Clients1139
Clients Per Financial Advisor190
CHANEY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Lynnwood, Washington. With a nearly $390M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1139 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306208
Assets Under Management $314,726,561
No. Of Clients900
Clients Per Financial Advisor180
WAYFINDING FINANCIAL, LLC is a financial advisory firm situated in Lynnwood, Washington. With a nearly $315M assets under management, the firm specializes in crafting personalized retirement planning solutions for 900 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116958
Assets Under Management $298,587,422
No. Of Clients1633
Clients Per Financial Advisor126
COMPREHENSIVE WEALTH MANAGEMENT is a financial advisory firm situated in Lynnwood, Washington. With a nearly $299M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1633 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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