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.
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.
John Easley
Tallus Capital
Qualifications
CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Fulcrum Wealth Advisors, LLC
CFP®, AIF®
Qualifications
Firm CRD# 13572
Series 7, 31, 63, 65
Minimum Assets Required
$250,000
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC 9361 Bayshore Drive Nw, Silverdale, WA, 98383 | $901,224,063 | 4682 | 37 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | PARKER FINANCIAL LLC 9230 Bay Shore Dr Nw #201, Silverdale, WA, 98383 | $130,319,523 | 270 | 4 | A Percentage of AUM, Fixed Fees, Commission Based, Other (REFERRAL FEES) |
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.
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.
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.