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Find Retirement Advisors for Retirement Planning in Vancouver, 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 Vancouver, Washington
Last Updated - October 8, 2024Vancouver has 3 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 Vancouver, Washington have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Vancouver, Washington
VERIFIEDMatt Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMark Sharp
CFP®, EA, RICP®
Mark Sharp Retirement
Qualifications
CRD# 4975830
Firm CRD# 285773
Minimum Assets Required
$250,000
Advisory Services:
Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Vancouver, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FIRST PACIFIC FINANCIAL, INC. 610 Esther Street, Suite 100 Vancouver, WA, 98660 | $1,100,167,822 | 3303 | 29 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | SLOY, DAHL & HOLST, LLC 1220 Main Street, Suite 400 Vancouver, WA, 98660 | $944,230,557 | 923 | 5 | A Percentage of AUM, Hourly charges, Performance Based |
| 3 | MARTEL WEALTH ADVISORS INC 2001 Se Columbia River Drive, Ste 100 Vancouver, WA, 98661 | $897,153,049 | 2698 | 14 | A Percentage of AUM |
| 4 | BAKER ELLIS ASSET MANAGEMENT LLC 805 Broadway St., Suite 400 Vancouver, WA, 98660 | $750,600,425 | 325 | 7 | A Percentage of AUM |
| 5 | JOHNSON BIXBY 275 West Third Street, Suite 600 Vancouver, WA, 98660 | $590,749,395 | 1936 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | JAMES R. MARTIN CONSULTING, INC 1111 Main St. Suite 612, Vancouver, WA, 98660 | $400,399,240 | 704 | 3 | A Percentage of AUM, Other (SOME ARE FREE) |
| 7 | CAIRN INVESTMENT GROUP 500 Broadway Street, Suite 480 Vancouver, WA, 98660 | $290,627,773 | 768 | 6 | A Percentage of AUM |
| 8 | MOMENTOUS WEALTH MANAGEMENT, INC. 300 E. 17th Street, Vancouver, WA, 98663 | $261,751,112 | 992 | 5 | A Percentage of AUM, Fixed Fees |
| 9 | HARLOW WEALTH MANAGEMENT, INC. 400 East Mill Plain Blvd., Suite 200 Vancouver, WA, 98660 | $254,194,839 | 1563 | 16 | A Percentage of AUM, Fixed Fees, Commission Based, Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS) |
| 10 | GREAT NORTHERN ASSET MANAGEMENT, LLC 1111 Main Street, Suite 650 Vancouver, WA, 98660-2990 | $217,798,560 | 165 | 3 | A Percentage of AUM |
| 11 | MY PERSONAL CFO, LLC 1220 Main Street, Suite 400 Vancouver, WA, 98660 | $196,194,676 | 308 | 4 | A Percentage of AUM, Hourly charges |
| 12 | ALLEN CAPITAL MANAGEMENT, LLC 701 Columbia St, Ste 104, Vancouver, WA, 98660 | $157,746,622 | 177 | 9 | A Percentage of AUM |
| 13 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC 1601 Officers Row, Vancouver, WA, 98661 | $149,219,143 | 538 | 4 | A Percentage of AUM, Hourly charges |
| 14 | COLUMBIA RIVER FINANCIAL GROUP 16701 Se Mcgillivray Blvd.,, #250 Vancouver, WA, 98683 | $119,808,641 | 515 | 4 | A Percentage of AUM, Fixed Fees |
| 15 | LEADER CAPITAL CORP. 315 W. Mill Plain Blvd., Suite 204 Vancouver, WA, 98660 | $119,231,977 | 2 | 1 | A Percentage of AUM |
Information on Top Retirement Planning firms in Vancouver, Washington
QualificationsFirm CRD# 284736
Assets Under Management $1,100,167,822
No. Of Clients3303
Clients Per Financial Advisor114
FIRST PACIFIC FINANCIAL, INC. is a financial advisory firm situated in Vancouver, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3303 clients. The team consists of 29 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
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 110102
Assets Under Management $944,230,557
No. Of Clients923
Clients Per Financial Advisor185
SLOY, DAHL & HOLST, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $944M assets under management, the firm specializes in crafting personalized retirement planning solutions for 923 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 296896
Assets Under Management $897,153,049
No. Of Clients2698
Clients Per Financial Advisor193
MARTEL WEALTH ADVISORS INC is a financial advisory firm situated in Vancouver, Washington. With a nearly $897M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2698 clients. The team consists of 14 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
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 121802
Assets Under Management $750,600,425
No. Of Clients325
Clients Per Financial Advisor46
BAKER ELLIS ASSET MANAGEMENT LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $751M assets under management, the firm specializes in crafting personalized retirement planning solutions for 325 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 310839
Assets Under Management $590,749,395
No. Of Clients1936
Clients Per Financial Advisor323
JOHNSON BIXBY is a financial advisory firm situated in Vancouver, Washington. With a nearly $591M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1936 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 109542
Assets Under Management $400,399,240
No. Of Clients704
Clients Per Financial Advisor235
JAMES R. MARTIN CONSULTING, INC is a financial advisory firm situated in Vancouver, Washington. With a nearly $400M assets under management, the firm specializes in crafting personalized retirement planning solutions for 704 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
- Other (SOME ARE FREE)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 143601
Assets Under Management $290,627,773
No. Of Clients768
Clients Per Financial Advisor128
CAIRN INVESTMENT GROUP is a financial advisory firm situated in Vancouver, Washington. With a nearly $291M assets under management, the firm specializes in crafting personalized retirement planning solutions for 768 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 288429
Assets Under Management $261,751,112
No. Of Clients992
Clients Per Financial Advisor198
MOMENTOUS WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Vancouver, Washington. With a nearly $262M assets under management, the firm specializes in crafting personalized retirement planning solutions for 992 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 148315
Assets Under Management $254,194,839
No. Of Clients1563
Clients Per Financial Advisor98
HARLOW WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Vancouver, Washington. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1563 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
- Fixed Fees
- Commission Based
- Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 139457
Assets Under Management $217,798,560
No. Of Clients165
Clients Per Financial Advisor55
GREAT NORTHERN ASSET MANAGEMENT, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $218M assets under management, the firm specializes in crafting personalized retirement planning solutions for 165 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 299424
Assets Under Management $196,194,676
No. Of Clients308
Clients Per Financial Advisor77
MY PERSONAL CFO, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 308 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 135147
Assets Under Management $157,746,622
No. Of Clients177
Clients Per Financial Advisor20
ALLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 177 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 157019
Assets Under Management $149,219,143
No. Of Clients538
Clients Per Financial Advisor135
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 538 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 288539
Assets Under Management $119,808,641
No. Of Clients515
Clients Per Financial Advisor129
COLUMBIA RIVER FINANCIAL GROUP is a financial advisory firm situated in Vancouver, Washington. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 515 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 46206
Assets Under Management $119,231,977
No. Of Clients2
Clients Per Financial Advisor2
LEADER CAPITAL CORP. is a financial advisory firm situated in Vancouver, Washington. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 1 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 Investment
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 Bellevue, Washington
- Retirement Planners in Federal Way, Washington
- Retirement Planners in Lynnwood, Washington
- Retirement Planners in Mercer Island, Washington
- Retirement Planners in Seattle, Washington
- Retirement Planners in Spokane, Washington
- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.