Find a Financial Advisor in Bainbridge Island, WA

 

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We did the hard work of finding trustworthy partners in Bainbridge Island, WA.

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We Only Work With The Best Bainbridge Island Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bainbridge Island, WA


  • Financial Advisor Close to Bainbridge Island, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bainbridge Island, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bainbridge Island, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Bainbridge Island financial advisors.
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How Retirement-Friendly is Bainbridge Island, WA?

  • Population: 24,486
  • % of Population 62 Years and Over: 30.9%
  • Average Home Value: $719,100
  • Average Monthly Housing Cost: $1,905
  • Average Household Income: $144,868
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)



The Top Financial Advisor Firms in Bainbridge Island, WA

 

NUKU

Website

(206) 596-2110

755 Winslow Way E
Suite 105D
Bainbridge Island, WA 98110

SEC#: 801-74413
Years in Business: 9 years

AGATE PASS INVESTMENT, LLC

Website

(206) 842-5770

400 Winslow Way East
Suite 220
Bainbridge Island, WA 98110

SEC#: 801-115003
Years in Business: 2 years

CADINHA & CO LLC

Website

(206) 395-6970

200 Winslow Way West, Suite 380

Bainbridge Island, WA 98110

SEC#: 801-57784
Years in Business: 21 years

CS PLANNING CORP

Website

(424) 322-7500

900 Winslow Way E.
Suite 300
Bainbridge Island, WA 98110

SEC#: 801-70381
Years in Business: 12 years

CS PLANNING CORP

Website

(424) 322-7500

900 Winslow Way E.
Suite 300
Bainbridge Island, WA 98110

SEC#: 801-70381
Years in Business: 12 years

CS PLANNING CORP

Website

(424) 322-7500

900 Winslow Way E.
Suite 300
Bainbridge Island, WA 98110

SEC#: 801-70381
Years in Business: 12 years

CADINHA & CO LLC

Website

(206) 395-6970

200 Winslow Way West, Suite 380

Bainbridge Island, WA 98110

SEC#: 801-57784
Years in Business: 21 years

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Website

(206) 972-4291

403 Madison Ave N
Ste 240
Bainbridge Island, WA 98110

SEC#: 801-111778
Years in Business: 4 years

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Website

(206) 972-4291

403 Madison Ave N
Ste 240
Bainbridge Island, WA 98110

SEC#: 801-111778
Years in Business: 4 years

 


Bainbridge Island, WA Financial Advisor FAQs

Financial advisors are licensed professionals that advise clients on their investments, taxes, and retirement. As financial economics becomes more complicated in the era of globalization, personal investors need help staying on top of increasing number of different assets and strategies they'll be encountering. This is where a financial advisor comes in handy. They specialize in specific areas like asset management or business taxation so they can give advice for client's specific situations.
You need to know what the advisor's fiduciary duty is before you even consider hiring them. A fiduciary duty means that they must always put your needs and interests ahead of their own, and this requirement overrides any obligation or opportunity they might have.
​ A financial advisor can provide you with professional advice about housing, saving for retirement, or making sound investment decisions. People generally seek out the help of a financial adviser because they want someone who understands money and finances to guide them through some tough decisions.
Financial advisors can be paid in a variety of ways, but they sometimes charge an annual fee to provide advice. Many financial advisors also gather assets from clients then invest those assets to produce a return that is used to pay bills for the client and yield profit from fees.