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.
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.
Crystal McMahon
CFP®, EA
Arrowroot Family Office
Qualifications
CRD# 1191470
Firm CRD# 168744
Series 65
Minimum Assets Required
$300,000
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, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Hourly, Flat Fee, 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 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 1601 Cooper Point Road Nw, Olympia, WA, 98502 | $3,580,994,144 | 20722 | 149 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | KILEY JUERGENS WEALTH MANAGEMENT, LLC 2409 Pacific Ave Se, Olympia, WA, 98501 | $1,276,044,614 | 5440 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | SOUNDVIEW ADVISORS 1441 West Bay Drive, Suite 201 Olympia, WA, 98502 | $290,771,258 | 1029 | 12 | A Percentage of AUM |
4 | CAPSTONE INVESTMENT GROUP 2405 Evergreen Park Drive Sw Bldg A, Olympia, WA, 98502 | $108,868,143 | 1064 | 9 | A Percentage of AUM, Hourly charges |
5 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC 611 Columbia Street Nw, #2d, Olympia, WA, 98501 | $108,648,872 | 414 | 2 | A Percentage of AUM, Hourly charges |
6 | STAPP WEALTH MANAGEMENT, PLLC 1800 Cooper Point Road Sw, Bldg #10 Olympia, WA, 98502-1179 | $104,711,061 | 269 | 3 | A Percentage of AUM |
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.
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.
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.
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.
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.
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.
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