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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 - April 9, 2024

Vancouver has 2 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

advisor-photo
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Matt 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

advisor-photo
vector.svg VERIFIED

Mark 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

Top 15 Retirement Planning firms in Vancouver, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FIRST PACIFIC FINANCIAL, INC.
610 Esther Street, Suite 100
Vancouver, WA, 98660
$1,100,167,822330329
A Percentage of AUM, Hourly charges, Fixed Fees
2
SLOY, DAHL & HOLST, LLC
1220 Main Street, Suite 400
Vancouver, WA, 98660
$944,230,5579235
A Percentage of AUM, Hourly charges, Performance Based
3
MARTEL WEALTH ADVISORS INC
2001 Se Columbia River Drive, Ste 100
Vancouver, WA, 98661
$897,153,049269814
A Percentage of AUM
4
BAKER ELLIS ASSET MANAGEMENT LLC
805 Broadway St., Suite 400
Vancouver, WA, 98660
$750,600,4253257
A Percentage of AUM
5
JOHNSON BIXBY
275 West Third Street, Suite 600
Vancouver, WA, 98660
$590,749,39519366
A Percentage of AUM, Hourly charges, Fixed Fees
6
JAMES R. MARTIN CONSULTING, INC
1111 Main St. Suite 612,
Vancouver, WA, 98660
$400,399,2407043
A Percentage of AUM, Other (SOME ARE FREE)
7
CAIRN INVESTMENT GROUP
500 Broadway Street, Suite 480
Vancouver, WA, 98660
$290,627,7737686
A Percentage of AUM
8
MOMENTOUS WEALTH MANAGEMENT, INC.
300 E. 17th Street,
Vancouver, WA, 98663
$261,751,1129925
A Percentage of AUM, Fixed Fees
9
HARLOW WEALTH MANAGEMENT, INC.
400 East Mill Plain Blvd., Suite 200
Vancouver, WA, 98660
$254,194,839156316
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
$217,798,5601653
A Percentage of AUM
11
MY PERSONAL CFO, LLC
1220 Main Street, Suite 400
Vancouver, WA, 98660
$196,194,6763084
A Percentage of AUM, Hourly charges
12
ALLEN CAPITAL MANAGEMENT, LLC
701 Columbia St, Ste 104,
Vancouver, WA, 98660
$157,746,6221779
A Percentage of AUM
13
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
1601 Officers Row,
Vancouver, WA, 98661
$149,219,1435384
A Percentage of AUM, Hourly charges
14
COLUMBIA RIVER FINANCIAL GROUP
16701 Se Mcgillivray Blvd.,, #250
Vancouver, WA, 98683
$119,808,6415154
A Percentage of AUM, Fixed Fees
15
LEADER CAPITAL CORP.
315 W. Mill Plain Blvd., Suite 204
Vancouver, WA, 98660
$119,231,97721
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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