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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 18, 2024Tacoma has 3 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Tacoma, Washington
VERIFIEDCrystal 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
VERIFIEDJohn 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Tacoma, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | D'ANNUNZIO CONSULTING GROUP, LLC 621 Pacific Avenue, Suite 216 Tacoma, WA, 98402 | $1,532,821,682 | 45 | 4 | Fixed Fees |
| 2 | BENCHMARK PLUS MANAGEMENT 820 A Street, Suite 700 Tacoma, WA, 98402 | $1,021,065,076 | 9 | 8 | A Percentage of AUM, Performance Based |
| 3 | FINANCIAL INSIGHTS 1551 Broadway, Suite 600 Tacoma, WA, 98402 | $621,063,446 | 2048 | 17 | A Percentage of AUM, Hourly charges |
| 4 | COLUMBIA RIVER ADVISORS 1927 Dock Street, Tacoma, WA, 98402 | $426,046,091 | 1052 | 7 | A Percentage of AUM, Hourly charges |
| 5 | PACIFIC CURRENT GROUP 909 A Street, Suite 810 Tacoma, WA, 98402 | $403,634,920 | 1 | 15 | Other (BUDGETED MANAGEMENT FEE) |
| 6 | SENESCHAL FAMILY OFFICE 2323 N. 30th Street, Suite 200 Tacoma, WA, 98403 | $218,563,255 | 587 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | STOLZ & ASSOCIATES, PS 3102 Ruston Way, Ste A Tacoma, WA, 98402 | $156,392,935 | 466 | 5 | A Percentage of AUM |
| 8 | GOULD CAPITAL, LLC 2323 N 31st Street, Ste 100 Tacoma, WA, 98403 | $134,688,302 | 374 | 4 | A Percentage of AUM |
| 9 | PORTFOLIO STRATEGIES INC 621 Pacific Avenue Suite 15, Tacoma, WA, 98402 | $73,004,608 | 520 | 5 | 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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Ellensburg, Washington
- Retirement Planners in Tacoma, Washington
- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.