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Find Retirement Advisors for Retirement Planning in Spokane, 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 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 registration checks. 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 Spokane, Washington
Last Updated - April 24, 2025Spokane has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Spokane, Washington have an average of 31 years of experience.
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List of Qualified Retirement Planning Advisors in Spokane, Washington
VERIFIEDBrian Simpson
Integrity Wealth Management
Qualifications
CRD# 2309646
Firm CRD# 150103
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Spokane, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 720 W Boone Ave, Ste 100 Spokane, WA, 99201 | $591,577,039 | 2475 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 612 West Main Street, The M Building Suite 201 Spokane, WA, 99201-0645 | $514,464,239 | 1061 | 10 | A percentage of AUM, Fixed fees |
| 3 | 2700 South Southeast Boulevard, Suite 205 Spokane, WA, 99223-4984 | $390,992,420 | 1750 | 11 | A percentage of AUM, Fixed fees |
| 4 | 108 N. Washington Street, Suite 603 Spokane, WA, 99201 | $372,087,351 | 959 | 6 | A percentage of AUM |
| 5 | 102 East Main Street, Spokane, WA, 99202 | $343,324,152 | 2013 | 3 | A percentage of AUM |
| 6 | 111 S. Post Street, Suite 2250 Spokane, WA, 99201-6021 | $333,803,619 | 392 | 3 | A percentage of AUM |
| 7 | 502 W Riverside Ave, Suite 201, Spokane, WA, 99201 | $312,733,630 | 1877 | 9 | A percentage of AUM, Hourly charges |
| 8 | 1212 N Washington Street, Suite 300 Spokane, WA, 99201 | $288,491,373 | 866 | 5 | A percentage of AUM, Fixed fees |
| 9 | 9 S Washington St, Ste 211 Spokane, WA, 99201 | $274,380,050 | 644 | 4 | A percentage of AUM, Fixed fees |
| 10 | 9718 N Morton Ct, Spokane, WA, 99218 | $242,493,984 | 2061 | 15 | A percentage of AUM |
| 11 | 3918 N Post St, Spokane, WA, 99205 | $240,250,000 | 1652 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 123 East 2nd Avenue, Spokane, WA, 99202 | $232,757,928 | 1809 | 8 | A percentage of AUM, Hourly charges |
| 13 | 408 N Mullan Rd, Spokane, WA, 99206 | $232,218,590 | 1574 | 25 | A percentage of AUM |
| 14 | 2700 S Southeast Boulevard, Suite 205 Spokane, WA, 99223 | $231,970,685 | 23 | 11 | A percentage of AUM |
| 15 | 501 N Riverpoint Blvd., Ste 104, Spokane, WA, 99202 | $216,371,219 | 1607 | 4 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Spokane, Washington
QualificationsFirm CRD# 115877
Assets Under Management $591,577,039
No. Of Clients2475
Clients Per Financial Advisor155
QUANTUM FINANCIAL PLANNING SERVICES, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $592M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2475 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 713
Assets Under Management $514,464,239
No. Of Clients1061
Clients Per Financial Advisor106
RICHARDS MERRILL WEALTH MANAGEMENT is a financial advisory firm situated in Spokane, Washington. With a nearly $514M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1061 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111379
Assets Under Management $390,992,420
No. Of Clients1750
Clients Per Financial Advisor159
NORTHERN CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $391M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1750 clients. The team consists of 11 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Other (EDUCATIONAL WEBINARS)
QualificationsFirm CRD# 313240
Assets Under Management $372,087,351
No. Of Clients959
Clients Per Financial Advisor160
VICKERMAN INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $372M assets under management, the firm specializes in crafting personalized retirement planning solutions for 959 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 312760
Assets Under Management $343,324,152
No. Of Clients2013
Clients Per Financial Advisor671
JMK & ASSOCIATES, LLC is a financial advisory firm situated in Spokane, Washington. With a nearly $343M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2013 clients. The team consists of 3 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 327967
Assets Under Management $333,803,619
No. Of Clients392
Clients Per Financial Advisor131
MB GEN WEALTH is a financial advisory firm situated in Spokane, Washington. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 clients. The team consists of 3 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 330347
Assets Under Management $312,733,630
No. Of Clients1877
Clients Per Financial Advisor209
FELLOWSHIP FINANCIAL PLANNING is a financial advisory firm situated in Spokane, Washington. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1877 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 104573
Assets Under Management $288,491,373
No. Of Clients866
Clients Per Financial Advisor173
PALOUSE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 866 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT RECOMMENDATIONS TO MODEL PROGRAM SPONSORS)
QualificationsFirm CRD# 151115
Assets Under Management $274,380,050
No. Of Clients644
Clients Per Financial Advisor161
LODESTONE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Spokane, Washington. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 644 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 14377
Assets Under Management $242,493,984
No. Of Clients2061
Clients Per Financial Advisor137
WEALTH ASSET MANAGERS is a financial advisory firm situated in Spokane, Washington. With a nearly $242M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2061 clients. The team consists of 15 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 and/or small businesses
- Publication of periodicals and newsletters
QualificationsFirm CRD# 171616
Assets Under Management $240,250,000
No. Of Clients1652
Clients Per Financial Advisor103
COLUMBIA ADVISORY PARTNERS, LLC is a financial advisory firm situated in Spokane, Washington. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1652 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 313235
Assets Under Management $232,757,928
No. Of Clients1809
Clients Per Financial Advisor226
FORTITUDE FINANCIAL LLC is a financial advisory firm situated in Spokane, Washington. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1809 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX PREPARATION AND CONSULTING SERVICES)
QualificationsFirm CRD# 142448
Assets Under Management $232,218,590
No. Of Clients1574
Clients Per Financial Advisor63
GRIFFITHS, DREHER & EVANS, P.S., CPAS is a financial advisory firm situated in Spokane, Washington. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1574 clients. The team consists of 25 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 163327
Assets Under Management $231,970,685
No. Of Clients23
Clients Per Financial Advisor2
NORTHERN CAPITAL RETIREMENT SERVICES, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 11 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 services
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (EDUCATIONAL WEBINARS)
QualificationsFirm CRD# 307740
Assets Under Management $216,371,219
No. Of Clients1607
Clients Per Financial Advisor402
FINANCIAL FORUM, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1607 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.