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Find Retirement Advisors for Retirement Planning in Washington, Yakima

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.

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1104 North 35th Avenue, Yakima, WA, 98902	$908,341,515	2574	9	A percentage of AUM, Hourly charges, Fixed fees
2	3908 Creekside Loop, Suite 100 Yakima, WA, 98902	$711,739,408	2897	15	A percentage of AUM, Hourly charges, Fixed fees
3	4700 Tieton Drive, Suite C, Yakima, WA, 98908-3480	$194,703,811	89	2	A percentage of AUM
4	402 E Yakima Ave, Suite 120 Yakima, WA, 98901	$125,311,904	334	3	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Yakima, Washington

CAPITAL ADVISORS WEALTH MANAGEMENT

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QualificationsFirm CRD# 309387

Assets Under Management $908,341,515

No. Of Clients2574

Clients Per Financial Advisor286

CAPITAL ADVISORS WEALTH MANAGEMENT is a financial advisory firm situated in Yakima, Washington. With a nearly $908M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2574 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

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LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

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QualificationsFirm CRD# 116891

Assets Under Management $711,739,408

No. Of Clients2897

Clients Per Financial Advisor193

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. is a financial advisory firm situated in Yakima, Washington. With a nearly $712M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2897 clients. The team consists of 15 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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TIETON CAPITAL MANAGEMENT

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QualificationsFirm CRD# 135769

Assets Under Management $194,703,811

No. Of Clients89

Clients Per Financial Advisor45

TIETON CAPITAL MANAGEMENT is a financial advisory firm situated in Yakima, Washington. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 89 clients. The team consists of 2 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 investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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SURIENCE PRIVATE WEALTH LLC

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QualificationsFirm CRD# 313055

Assets Under Management $125,311,904

No. Of Clients334

Clients Per Financial Advisor111

SURIENCE PRIVATE WEALTH LLC is a financial advisory firm situated in Yakima, Washington. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 334 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
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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