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Find Retirement Advisors for Retirement Planning in Olympia, 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 Olympia, Washington

Last Updated - March 22, 2024

Olympia has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Olympia, Washington have an average of 11 years of experience.

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List of Qualified Retirement Planning Advisors in Olympia, Washington

advisor-photo
vector.svg VERIFIED

Crystal McMahon
CFP®, EA
Arrowroot Family Office

Qualifications
CRD# 1191470
Firm CRD# 168744
Series 65

Minimum Assets Required
$300,000

Advisory Services:

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, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 6 Retirement Planning firms in Olympia, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
1601 Cooper Point Road Nw,
Olympia, WA, 98502
$3,580,994,14420722149
A Percentage of AUM, Hourly charges, Fixed Fees
2
KILEY JUERGENS WEALTH MANAGEMENT, LLC
2409 Pacific Ave Se,
Olympia, WA, 98501
$1,276,044,614544022
A Percentage of AUM, Hourly charges, Fixed Fees
3
SOUNDVIEW ADVISORS
1441 West Bay Drive, Suite 201
Olympia, WA, 98502
$290,771,258102912
A Percentage of AUM
4
CAPSTONE INVESTMENT GROUP
2405 Evergreen Park Drive Sw Bldg A,
Olympia, WA, 98502
$108,868,14310649
A Percentage of AUM, Hourly charges
5
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
611 Columbia Street Nw, #2d,
Olympia, WA, 98501
$108,648,8724142
A Percentage of AUM, Hourly charges
6
STAPP WEALTH MANAGEMENT, PLLC
1800 Cooper Point Road Sw, Bldg #10
Olympia, WA, 98502-1179
$104,711,0612693
A Percentage of AUM

Information on Top Retirement Planning firms in Olympia, Washington

QualificationsFirm CRD# 151298

Assets Under Management $3,580,994,144

No. Of Clients20722

Clients Per Financial Advisor139

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT is a financial advisory firm situated in Olympia, Washington. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20722 clients. The team consists of 149 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 151088

Assets Under Management $1,276,044,614

No. Of Clients5440

Clients Per Financial Advisor247

KILEY JUERGENS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Olympia, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5440 clients. The team consists of 22 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 114437

Assets Under Management $290,771,258

No. Of Clients1029

Clients Per Financial Advisor86

SOUNDVIEW ADVISORS is a financial advisory firm situated in Olympia, Washington. With a nearly $291M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1029 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 159918

Assets Under Management $108,868,143

No. Of Clients1064

Clients Per Financial Advisor118

CAPSTONE INVESTMENT GROUP is a financial advisory firm situated in Olympia, Washington. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1064 clients. The team consists of 9 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 160581

Assets Under Management $108,648,872

No. Of Clients414

Clients Per Financial Advisor207

BYRNE & COMPANY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Olympia, Washington. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 414 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
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 116553

Assets Under Management $104,711,061

No. Of Clients269

Clients Per Financial Advisor90

STAPP WEALTH MANAGEMENT, PLLC is a financial advisory firm situated in Olympia, Washington. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 269 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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