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Find Retirement Advisors for Retirement Planning in Tacoma, Washington

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Tacoma, Washington

Last Updated - April 25, 2025

Tacoma has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Tacoma, Washington have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Tacoma, Washington

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

32001 32nd Avenue South,
Suite 330,
Federal Way, WA 98001 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Snider Financial Group
RICP^®, CRPC^®, ChSNC, ChFC, ABFP, , APMA^®, CDFA^®

Qualifications
Firm CRD# 117392
Series 63, 65

Minimum Assets Required
$200,000

Address

12505 NE Bel Red Road,
Suite 200,
Bellevue, WA 98005 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Encore Investment

Qualifications
CRD# 4895365
Firm CRD# 333127
Series 65

Minimum Assets Required
$500,000

Address

10900 NE 4th Street,
Suite 2406,
Bellevue, WA 98004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

10900 NE 8th Street,
Suite 1414,
Bellevue, WA 98004 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

20700 44th Ave W.,
Suite 240,
Lynnwood, WA 98036 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 11 Retirement Planning firms in Tacoma, Washington (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	621 Pacific Avenue, Suite 216 Tacoma, WA, 98402	$1,640,640,791	46	4	Fixed fees
2	820 A Street, Suite 700 Tacoma, WA, 98402	$1,026,456,829	9	8	A percentage of AUM, Performance Based
3	1551 Broadway, Suite 600 Tacoma, WA, 98402	$789,094,694	2079	16	A percentage of AUM, Hourly charges
4	1927 Dock Street, Tacoma, WA, 98402	$471,863,340	1049	6	A percentage of AUM, Hourly charges
5	1201 Pacific Ave., Suite 605 Tacoma, WA, 98402	$275,475,745	336	3	A percentage of AUM, Hourly charges
6	2323 N. 30th Street, Suite 200 Tacoma, WA, 98403	$273,837,629	651	5	A percentage of AUM, Fixed fees
7	1102 Broadway Suite 312, Tacoma, WA, 98402	$237,668,000	292	3	A percentage of AUM
8	3102 Ruston Way, Suite A Tacoma, WA, 98402	$199,442,103	474	6	A percentage of AUM
9	2323 N 31st Street, Ste 100 Tacoma, WA, 98403	$149,371,254	367	4	A percentage of AUM
10	909 A Street, Suite 810 Tacoma, WA, 98402-5115	$92,800,000	3	11	A percentage of AUM, Performance Based
11	621 Pacific Avenue Suite 15, Tacoma, WA, 98402	$59,547,202	383	5	A percentage of AUM

Information on Top Retirement Planning firms in Tacoma, Washington

D'ANNUNZIO CONSULTING GROUP, LLC

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QualificationsFirm CRD# 144422

Assets Under Management $1,640,640,791

No. Of Clients46

Clients Per Financial Advisor12

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 46 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 and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING)

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BENCHMARK PLUS MANAGEMENT

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QualificationsFirm CRD# 127471

Assets Under Management $1,026,456,829

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 vehicles
Selection for other advisors

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FINANCIAL INSIGHTS

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QualificationsFirm CRD# 108797

Assets Under Management $789,094,694

No. Of Clients2079

Clients Per Financial Advisor130

FINANCIAL INSIGHTS is a financial advisory firm situated in Tacoma, Washington. With a nearly $789M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2079 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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COLUMBIA RIVER ADVISORS

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QualificationsFirm CRD# 154571

Assets Under Management $471,863,340

No. Of Clients1049

Clients Per Financial Advisor175

COLUMBIA RIVER ADVISORS is a financial advisory firm situated in Tacoma, Washington. With a nearly $472M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1049 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

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MKT AND ASSOCIATES LLC

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QualificationsFirm CRD# 329889

Assets Under Management $275,475,745

No. Of Clients336

Clients Per Financial Advisor112

MKT AND ASSOCIATES LLC is a financial advisory firm situated in Tacoma, Washington. With a nearly $275M assets under management, the firm specializes in crafting personalized retirement planning solutions for 336 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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SENESCHAL FAMILY OFFICE

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QualificationsFirm CRD# 131618

Assets Under Management $273,837,629

No. Of Clients651

Clients Per Financial Advisor130

SENESCHAL FAMILY OFFICE is a financial advisory firm situated in Tacoma, Washington. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 651 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

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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RAINIER FAMILY WEALTH, INC.

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QualificationsFirm CRD# 332062

Assets Under Management $237,668,000

No. Of Clients292

Clients Per Financial Advisor97

RAINIER FAMILY WEALTH, INC. is a financial advisory firm situated in Tacoma, Washington. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 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

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STOLZ & ASSOCIATES, PS

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QualificationsFirm CRD# 117216

Assets Under Management $199,442,103

No. Of Clients474

Clients Per Financial Advisor79

STOLZ & ASSOCIATES, PS is a financial advisory firm situated in Tacoma, Washington. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 474 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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GOULD CAPITAL, LLC

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QualificationsFirm CRD# 300609

Assets Under Management $149,371,254

No. Of Clients367

Clients Per Financial Advisor92

GOULD CAPITAL, LLC is a financial advisory firm situated in Tacoma, Washington. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 367 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 and/or small businesses
Pesnsion consulting services
Other (CONSULTING)

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GQG PRIVATE CAPITAL SOLUTIONS LLC

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QualificationsFirm CRD# 332231

Assets Under Management $92,800,000

No. Of Clients3

Clients Per Financial Advisor0

GQG PRIVATE CAPITAL SOLUTIONS LLC is a financial advisory firm situated in Tacoma, Washington. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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PORTFOLIO STRATEGIES INC

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QualificationsFirm CRD# 104685

Assets Under Management $59,547,202

No. Of Clients383

Clients Per Financial Advisor77

PORTFOLIO STRATEGIES INC is a financial advisory firm situated in Tacoma, Washington. With a nearly $60M assets under management, the firm specializes in crafting personalized retirement planning solutions for 383 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 and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

Retirement Planners Near You

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.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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