Find a Financial Advisor in Bellevue, WA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Bellevue 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 Bellevue, WA


  • Financial Advisor Close to Bellevue, 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 Bellevue, 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 Bellevue, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Bellevue financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Bellevue, WA?

  • Population: 144,403
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $830,900
  • Average Monthly Housing Cost: $2,060
  • Average Household Income: $162,434
  • 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 Bellevue, WA

 

SNIDER FINANCIAL GROUP

Website

(425) 453-7080

12505 Bel-Red Road
Suite 200
Bellevue, WA 98005

SEC#: 801-69025
Years in Business: 13 years

BELLEVUE ASSET MANAGEMENT, LLC

Website

(425) 289-1041

11400 Se 8th Street
Suite 270
Bellevue, WA 98004

SEC#: 801-62579
Years in Business: 18 years

TRUTINA FINANCIAL

Website

(425) 401-1211

10811 Main Street

Bellevue, WA 98004

SEC#: 801-70313
Years in Business: 12 years

TALBOT FINANCIAL, LLC

Website

(425) 533-0797

10500 Ne 8th Street, #1700

Bellevue, WA 98004

SEC#: 801-71859
Years in Business: 11 years

ARABLE CAPITAL PARTNERS, LLC

Website

(866) 927-2253

10655 Ne 4th St.
Suite 705
Bellevue, WA 98004

SEC#: 801-110480
Years in Business: 4 years

EMERALD ADVISORS, LLC

Website

(425) 458-3853

3055 112th Ave Ne
Suite 206
Bellevue, WA 98004

SEC#: 801-117515
Years in Business: 2 years

SOUND CONSULTING SERVICES

Website

(425) 452-1222

200 112th Ave Ne Suite 205

Bellevue, WA 98004

SEC#: 801-119764
Years in Business: 1 years

VI INSTITUTIONAL

Website

(425) 633-2391

1632 116th Avenue Northeast
Suite C
Bellevue, WA 98004

SEC#: 801-117752
Years in Business: 2 years

CONOVER CAPITAL MANAGEMENT

Website

(425) 897-7100

155 108th Ave Ne
Suite 725
Bellevue, WA 98004

SEC#: 801-103469
Years in Business: 6 years

 


Bellevue, WA Financial Advisor FAQs

Financial advisors rely on a variety of sources for financial opportunities. They specialize in knowing which opportunity has the best probability of giving you a positive return, and then structuring it into a portfolio that aligns with your risk tolerance. For this reason, it's important to find an advisor who is wired right where you are comfortable taking on risk.
Finding a financial advisor starts with identifying your needs. Determine the type of advice you need, where to find an advisor relative to your location, and finally, establish which business model is best for you.
They're paid by commissions, fees, accounts, and/or performance. Financial advisors are paid when they sell you something, like stocks or mutual funds or insurance policies. Usually this is through a broker that the advisor works with.
Financial advisors cost according to their qualifications and the services they provide. On average, financial advisors can range in cost from $50 per hour up to $500 per hour depending on their credentials and expertise.