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Find Retirement Advisors for Retirement Planning in Lynnwood, 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 Lynnwood, Washington
Last Updated - April 16, 2024Lynnwood has 2 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 26 years of experience.
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List of Qualified Retirement Planning Advisors in Lynnwood, Washington
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDJohn 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Lynnwood, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CHANEY CAPITAL MANAGEMENT INC. 3500 188th Street Sw, Suite #445 Lynnwood, WA, 98037 | $295,306,000 | 1083 | 5 | A Percentage of AUM |
| 2 | COMPREHENSIVE WEALTH MANAGEMENT 3500 188th St Sw, Suite 102 Lynnwood, WA, 98037-4757 | $280,754,746 | 1578 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 3 | WAYFINDING FINANCIAL, LLC 19020 33rd Avenue W, Suite 390 Lynnwood, WA, 98036 | $248,004,323 | 901 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Lynnwood, Washington
QualificationsFirm CRD# 116511
Assets Under Management $295,306,000
No. Of Clients1083
Clients Per Financial Advisor217
CHANEY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Lynnwood, Washington. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1083 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
QualificationsFirm CRD# 116958
Assets Under Management $280,754,746
No. Of Clients1578
Clients Per Financial Advisor132
COMPREHENSIVE WEALTH MANAGEMENT is a financial advisory firm situated in Lynnwood, Washington. With a nearly $281M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1578 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 306208
Assets Under Management $248,004,323
No. Of Clients901
Clients Per Financial Advisor129
WAYFINDING FINANCIAL, LLC is a financial advisory firm situated in Lynnwood, Washington. With a nearly $248M assets under management, the firm specializes in crafting personalized retirement planning solutions for 901 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
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.