Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
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
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CAPITAL ADVISORS WEALTH MANAGEMENT 1104 North 35th Avenue, Yakima, WA, 98902 | $677,025,554 | 857 | 8 | 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 | $611,758,617 | 2811 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | TIETON CAPITAL MANAGEMENT 4700 Tieton Drive, Suite C, Yakima, WA, 98908-3480 | $170,222,000 | 49 | 3 | A Percentage of AUM |
4 | SURIENCE PRIVATE WEALTH LLC 402 E Yakima Ave, Suite 120 Yakima, WA, 98901 | $107,822,067 | 415 | 3 | A Percentage of AUM, Hourly charges |
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.
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.
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.
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.
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