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Find Retirement Advisors for Retirement Planning in Olympia, Washington

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Olympia, Washington

Last Updated - May 9, 2025

Olympia has 5 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 25 years of experience.

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List of Qualified Retirement Planning Advisors in Olympia, Washington

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

32001 32nd Avenue South,
Suite 330,
Federal Way, WA 98001 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Encore Investment

Qualifications
CRD# 4895365
Firm CRD# 333127
Series 65

Minimum Assets Required
$500,000

Address

10900 NE 4th Street,
Suite 2406,
Bellevue, WA 98004 See Details

Advisory Services:

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

Compensation/Fee

Fee-Only, Flat Fee

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

10900 NE 8th Street,
Suite 1414,
Bellevue, WA 98004 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Snider Financial Group
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Qualifications
Firm CRD# 117392
Series 63, 65

Minimum Assets Required
$200,000

Address

12505 NE Bel Red Road,
Suite 200,
Bellevue, WA 98005 See Details

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

20700 44th Ave W.,
Suite 240,
Lynnwood, WA 98036 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1601 Cooper Point Road Nw, Olympia, WA, 98502	$3,854,677,483	19268	99	A percentage of AUM, Hourly charges, Fixed fees
2	2409 Pacific Ave Se, Olympia, WA, 98501	$1,872,363,667	6242	26	A percentage of AUM, Hourly charges, Fixed fees
3	1441 West Bay Drive, Suite 201 Olympia, WA, 98502	$345,118,545	1058	11	A percentage of AUM
4	2405 Evergreen Park Drive Sw Bldg A, Olympia, WA, 98502	$152,420,481	1178	8	A percentage of AUM, Hourly charges
5	611 Columbia Street Nw, #2d, Olympia, WA, 98501	$124,698,837	427	2	A percentage of AUM, Hourly charges
6	1800 Cooper Point Road Sw, Bldg #10 Olympia, WA, 98502-1179	$109,283,145	257	3	A percentage of AUM

Information on Top Retirement Planning firms in Olympia, Washington

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 151298

Assets Under Management $3,854,677,483

No. Of Clients19268

Clients Per Financial Advisor195

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 19268 clients. The team consists of 99 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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KILEY JUERGENS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 151088

Assets Under Management $1,872,363,667

No. Of Clients6242

Clients Per Financial Advisor240

KILEY JUERGENS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Olympia, Washington. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6242 clients. The team consists of 26 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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SOUNDVIEW ADVISORS

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QualificationsFirm CRD# 114437

Assets Under Management $345,118,545

No. Of Clients1058

Clients Per Financial Advisor96

SOUNDVIEW ADVISORS is a financial advisory firm situated in Olympia, Washington. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1058 clients. The team consists of 11 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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CAPSTONE INVESTMENT GROUP

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QualificationsFirm CRD# 159918

Assets Under Management $152,420,481

No. Of Clients1178

Clients Per Financial Advisor147

CAPSTONE INVESTMENT GROUP is a financial advisory firm situated in Olympia, Washington. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1178 clients. The team consists of 8 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 160581

Assets Under Management $124,698,837

No. Of Clients427

Clients Per Financial Advisor214

BYRNE & COMPANY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Olympia, Washington. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 427 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 services
Portfolio management for individuals and/or small businesses

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STAPP WEALTH MANAGEMENT, PLLC

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QualificationsFirm CRD# 116553

Assets Under Management $109,283,145

No. Of Clients257

Clients Per Financial Advisor86

STAPP WEALTH MANAGEMENT, PLLC 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 257 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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