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

Last Updated - March 22, 2024

Yakima has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Yakima, Washington have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Yakima, Washington

advisor-photo
vector.svg VERIFIED

Steve Montgomery
CFA, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA, CPA, NSSA
Legion Private Wealth Management

Qualifications
CRD# 4919043
Firm CRD# 322476
Series 7, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Top 4 Retirement Planning firms in Yakima, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CAPITAL ADVISORS WEALTH MANAGEMENT
1104 North 35th Avenue,
Yakima, WA, 98902
$677,025,5548578
A Percentage of AUM, Hourly charges, Fixed Fees
2
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
3908 Creekside Loop, Suite 100
Yakima, WA, 98902
$611,758,617281113
A Percentage of AUM, Hourly charges, Fixed Fees
3
TIETON CAPITAL MANAGEMENT
4700 Tieton Drive, Suite C,
Yakima, WA, 98908-3480
$170,222,000493
A Percentage of AUM
4
SURIENCE PRIVATE WEALTH LLC
402 E Yakima Ave, Suite 120
Yakima, WA, 98901
$107,822,0674153
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Yakima, Washington

QualificationsFirm CRD# 309387

Assets Under Management $677,025,554

No. Of Clients857

Clients Per Financial Advisor107

CAPITAL ADVISORS WEALTH MANAGEMENT is a financial advisory firm situated in Yakima, Washington. With a nearly $677M assets under management, the firm specializes in crafting personalized retirement planning solutions for 857 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
  • 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# 116891

Assets Under Management $611,758,617

No. Of Clients2811

Clients Per Financial Advisor216

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. is a financial advisory firm situated in Yakima, Washington. With a nearly $612M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2811 clients. The team consists of 13 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 135769

Assets Under Management $170,222,000

No. Of Clients49

Clients Per Financial Advisor16

TIETON CAPITAL MANAGEMENT is a financial advisory firm situated in Yakima, Washington. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 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 Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 313055

Assets Under Management $107,822,067

No. Of Clients415

Clients Per Financial Advisor138

SURIENCE PRIVATE WEALTH LLC is a financial advisory firm situated in Yakima, Washington. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 415 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

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

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