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

Last Updated - March 22, 2024

Silverdale has 3 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 Silverdale, Washington have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Silverdale, Washington

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John 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Fulcrum Wealth Advisors, LLC
CFP®, AIF®

Qualifications
Firm CRD# 13572
Series 7, 31, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

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

Compensation/Fee

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
9361 Bayshore Drive Nw,
Silverdale, WA, 98383
$901,224,063468237
A Percentage of AUM, Hourly charges, Fixed Fees
2
PARKER FINANCIAL LLC
9230 Bay Shore Dr Nw #201,
Silverdale, WA, 98383
$130,319,5232704
A Percentage of AUM, Fixed Fees, Commission Based, Other (REFERRAL FEES)

Information on Top Retirement Planning firms in Silverdale, Washington

QualificationsFirm CRD# 170602

Assets Under Management $901,224,063

No. Of Clients4682

Clients Per Financial Advisor127

CLEAR CREEK FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Silverdale, Washington. With a nearly $901M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4682 clients. The team consists of 37 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
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 144293

Assets Under Management $130,319,523

No. Of Clients270

Clients Per Financial Advisor68

PARKER FINANCIAL LLC is a financial advisory firm situated in Silverdale, Washington. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 270 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based
  • Other (REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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