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.
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.
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
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | EPIC TRUST INVESTMENT ADVISORS LLC 1305 Fowler Street, Suite 2c Richland, WA, 99352 | $248,895,688 | 1768 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. 1334 Jadwin Avenue, Richland, WA, 99354 | $212,803,648 | 1050 | 10 | A Percentage of AUM |
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.
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.
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