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

Last Updated - April 9, 2024

Tacoma has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Tacoma, Washington have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Tacoma, Washington

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Crystal McMahon
CFP®, EA
Arrowroot Family Office

Qualifications
CRD# 1191470
Firm CRD# 168744
Series 65

Minimum Assets Required
$300,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk 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-Only, Hourly, Flat Fee, Based on Assets

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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

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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

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

Top 9 Retirement Planning firms in Tacoma, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
D'ANNUNZIO CONSULTING GROUP, LLC
621 Pacific Avenue, Suite 216
Tacoma, WA, 98402
$1,532,821,682454
Fixed Fees
2
BENCHMARK PLUS MANAGEMENT
820 A Street, Suite 700
Tacoma, WA, 98402
$1,021,065,07698
A Percentage of AUM, Performance Based
3
FINANCIAL INSIGHTS
1551 Broadway, Suite 600
Tacoma, WA, 98402
$621,063,446204817
A Percentage of AUM, Hourly charges
4
COLUMBIA RIVER ADVISORS
1927 Dock Street,
Tacoma, WA, 98402
$426,046,09110527
A Percentage of AUM, Hourly charges
5
PACIFIC CURRENT GROUP
909 A Street, Suite 810
Tacoma, WA, 98402
$403,634,920115
Other (BUDGETED MANAGEMENT FEE)
6
SENESCHAL FAMILY OFFICE
2323 N. 30th Street, Suite 200
Tacoma, WA, 98403
$218,563,2555875
A Percentage of AUM, Hourly charges, Fixed Fees
7
STOLZ & ASSOCIATES, PS
3102 Ruston Way, Ste A
Tacoma, WA, 98402
$156,392,9354665
A Percentage of AUM
8
GOULD CAPITAL, LLC
2323 N 31st Street, Ste 100
Tacoma, WA, 98403
$134,688,3023744
A Percentage of AUM
9
PORTFOLIO STRATEGIES INC
621 Pacific Avenue Suite 15,
Tacoma, WA, 98402
$73,004,6085205
A Percentage of AUM

Information on Top Retirement Planning firms in Tacoma, Washington

QualificationsFirm CRD# 144422

Assets Under Management $1,532,821,682

No. Of Clients45

Clients Per Financial Advisor11

D'ANNUNZIO CONSULTING GROUP, LLC is a financial advisory firm situated in Tacoma, Washington. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 127471

Assets Under Management $1,021,065,076

No. Of Clients9

Clients Per Financial Advisor1

BENCHMARK PLUS MANAGEMENT is a financial advisory firm situated in Tacoma, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 108797

Assets Under Management $621,063,446

No. Of Clients2048

Clients Per Financial Advisor120

FINANCIAL INSIGHTS is a financial advisory firm situated in Tacoma, Washington. With a nearly $621M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2048 clients. The team consists of 17 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 154571

Assets Under Management $426,046,091

No. Of Clients1052

Clients Per Financial Advisor150

COLUMBIA RIVER ADVISORS is a financial advisory firm situated in Tacoma, Washington. With a nearly $426M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1052 clients. The team consists of 7 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 157976

Assets Under Management $403,634,920

No. Of Clients1

Clients Per Financial Advisor0

PACIFIC CURRENT GROUP is a financial advisory firm situated in Tacoma, Washington. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (BUDGETED MANAGEMENT FEE)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 131618

Assets Under Management $218,563,255

No. Of Clients587

Clients Per Financial Advisor117

SENESCHAL FAMILY OFFICE is a financial advisory firm situated in Tacoma, Washington. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 587 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 117216

Assets Under Management $156,392,935

No. Of Clients466

Clients Per Financial Advisor93

STOLZ & ASSOCIATES, PS is a financial advisory firm situated in Tacoma, Washington. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 466 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 300609

Assets Under Management $134,688,302

No. Of Clients374

Clients Per Financial Advisor94

GOULD CAPITAL, LLC is a financial advisory firm situated in Tacoma, Washington. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 374 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 104685

Assets Under Management $73,004,608

No. Of Clients520

Clients Per Financial Advisor104

PORTFOLIO STRATEGIES INC is a financial advisory firm situated in Tacoma, Washington. With a nearly $73M assets under management, the firm specializes in crafting personalized retirement planning solutions for 520 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

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