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

Last Updated - March 22, 2024

Richland has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Richland, Washington have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Richland, Washington

advisor-photo
vector.svg VERIFIED

Steve Montgomery
CFA, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA, CPA, NSSA
Legion Private Wealth Management

Qualifications
CRD# 4919043
Firm CRD# 322476
Series 7, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

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

Top 2 Retirement Planning firms in Richland, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
EPIC TRUST INVESTMENT ADVISORS LLC
1305 Fowler Street, Suite 2c
Richland, WA, 99352
$248,895,68817686
A Percentage of AUM, Hourly charges, Fixed Fees
2
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
1334 Jadwin Avenue,
Richland, WA, 99354
$212,803,648105010
A Percentage of AUM

Information on Top Retirement Planning firms in Richland, Washington

QualificationsFirm CRD# 281027

Assets Under Management $248,895,688

No. Of Clients1768

Clients Per Financial Advisor295

EPIC TRUST INVESTMENT ADVISORS LLC is a financial advisory firm situated in Richland, Washington. With a nearly $249M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1768 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
View Full Profile

QualificationsFirm CRD# 116556

Assets Under Management $212,803,648

No. Of Clients1050

Clients Per Financial Advisor105

CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. is a financial advisory firm situated in Richland, Washington. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1050 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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