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 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.
Mercer Island has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Mercer Island, Washington have an average of 28 years of experience.
Fulcrum Wealth Advisors, LLC
CFP®, AIF®
Qualifications
Firm CRD# 13572
Series 7, 31, 63, 65
Minimum Assets Required
$250,000
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
John Easley
Tallus Capital
Qualifications
CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NORTHWEST ASSET MANAGEMENT 2835 82nd Avenue Se, Ste 100 Mercer Island, WA, 98040 | $3,027,418,741 | 8627 | 55 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | S. R. SCHILL & ASSOCIATES, INC. 2448 - 76th Ave Se, Suite 107 Mercer Island, WA, 98040 | $233,160,817 | 629 | 8 | A Percentage of AUM, Fixed Fees |
3 | THE FAUSER GROUP, LLC 7785 Sunset Highway Se, Suite 249 Mercer Island, WA, 98040 | $138,230,305 | 780 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | THE PLANNER'S EDGE LLC 2737 78th Avenue Se, Suite 103 Mercer Island, WA, 98040 | $128,514,707 | 562 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 147923
Assets Under Management $3,027,418,741
No. Of Clients8627
Clients Per Financial Advisor157
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 8627 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105864
Assets Under Management $233,160,817
No. Of Clients629
Clients Per Financial Advisor79
S. R. SCHILL & ASSOCIATES, INC. is a financial advisory firm situated in Mercer Island, Washington. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 629 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282351
Assets Under Management $138,230,305
No. Of Clients780
Clients Per Financial Advisor195
THE FAUSER GROUP, LLC is a financial advisory firm situated in Mercer Island, Washington. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 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 $128,514,707
No. Of Clients562
Clients Per Financial Advisor187
THE PLANNER'S EDGE LLC is a financial advisory firm situated in Mercer Island, Washington. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 562 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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