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Find Retirement Advisors for Retirement Planning in Redmond, 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 Redmond, Washington
Last Updated - April 16, 2024Redmond has 2 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 Redmond, Washington have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Redmond, Washington
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDJohn Easley
Tallus Capital
Qualifications
CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Redmond, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PRIVATE ADVISORY GROUP LLC 16880 Ne 79th Street, Redmond, WA, 98052 | $642,174,000 | 1546 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | PERSONAL INVESTMENT MANAGEMENT INC 22500 Ne Marketplace Drive, Suite 203 Redmond, WA, 98053 | $483,604,700 | 1355 | 5 | A Percentage of AUM |
| 3 | JOSLIN CAPITAL ADVISORS LLC 11431 Willows Road, Suite 120 Redmond, WA, 98052 | $406,450,193 | 581 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | THE RETIREMENT SOLUTION LLC 18300 Redmond Way, Suite 250 Redmond, WA, 98052 | $396,991,785 | 2485 | 34 | A Percentage of AUM, Fixed Fees |
| 5 | SAPPHIRE STAR CAPITAL LLC 7826 Leary Way Ne, Suite 201 Redmond, WA, 98052 | $136,011,914 | 13 | 2 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Redmond, Washington
QualificationsFirm CRD# 170043
Assets Under Management $642,174,000
No. Of Clients1546
Clients Per Financial Advisor97
PRIVATE ADVISORY GROUP LLC is a financial advisory firm situated in Redmond, Washington. With a nearly $642M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1546 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 107829
Assets Under Management $483,604,700
No. Of Clients1355
Clients Per Financial Advisor271
PERSONAL INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Redmond, Washington. With a nearly $484M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1355 clients. The team consists of 5 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
QualificationsFirm CRD# 288285
Assets Under Management $406,450,193
No. Of Clients581
Clients Per Financial Advisor97
JOSLIN CAPITAL ADVISORS LLC is a financial advisory firm situated in Redmond, Washington. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 581 clients. The team consists of 6 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 148106
Assets Under Management $396,991,785
No. Of Clients2485
Clients Per Financial Advisor73
THE RETIREMENT SOLUTION LLC is a financial advisory firm situated in Redmond, Washington. With a nearly $397M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2485 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 226665
Assets Under Management $136,011,914
No. Of Clients13
Clients Per Financial Advisor7
SAPPHIRE STAR CAPITAL LLC is a financial advisory firm situated in Redmond, Washington. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Ellensburg, Washington
- Retirement Planners in Tacoma, Washington
- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.