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.
Mercer Island has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Mercer Island, Washington have an average of 25 years of experience.
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
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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2835 82nd Avenue Se, Ste 100 Mercer Island, WA, 98040 | $3,271,377,063 | 8878 | 55 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 3040 78th Ave Se, #591 Mercer Island, WA, 98040 | $217,735,021 | 858 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 2737 78th Avenue Se, Suite 103 Mercer Island, WA, 98040 | $142,331,820 | 495 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 2448 - 76th Ave Se, Suite 107 Mercer Island, WA, 98040 | $136,446,660 | 601 | 6 | A percentage of AUM, Fixed fees |
5 | 7525 Se 24th Street, Suite 410 Mercer Island, WA, 98040 | $0 | 0 | 3 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 147923
Assets Under Management $3,271,377,063
No. Of Clients8878
Clients Per Financial Advisor161
NORTHWEST ASSET MANAGEMENT is a financial advisory firm situated in Mercer Island, Washington. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8878 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282351
Assets Under Management $217,735,021
No. Of Clients858
Clients Per Financial Advisor215
THE FAUSER GROUP, LLC is a financial advisory firm situated in Mercer Island, Washington. With a nearly $218M assets under management, the firm specializes in crafting personalized retirement planning solutions for 858 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114616
Assets Under Management $142,331,820
No. Of Clients495
Clients Per Financial Advisor248
THE PLANNER'S EDGE LLC is a financial advisory firm situated in Mercer Island, Washington. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 495 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105864
Assets Under Management $136,446,660
No. Of Clients601
Clients Per Financial Advisor100
S. R. SCHILL & ASSOCIATES, INC. is a financial advisory firm situated in Mercer Island, Washington. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 601 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 328897
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
DLK INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Mercer Island, Washington. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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