Find a Financial Advisor in Bellingham, WA

 

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

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We Only Work With The Best Bellingham 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 Bellingham, WA

  • Financial Advisor Close to Bellingham, 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 Bellingham, 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 Bellingham, WA

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

  • Population: 88,764
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $384,000
  • Average Monthly Housing Cost: $1,131
  • Average Household Income: $71,680
  • 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 Bellingham, WA

 

SKYLINE ADVISORS, INC.

Website

(360) 671-1621

405 32nd Street, Suite 201

Bellingham, WA 98225

SEC#: 801-94175
Years in Business: 6 years

FINANCIAL PLAN, INC.

Website

(360) 714-1234

2115 Barkley Blvd.
Suite 101
Bellingham, WA 98226

SEC#: 801-77339
Years in Business: 9 years

TRADEWINDS CAPITAL MANAGEMENT, LLC

Website

(360) 715-9000

2211 Rimland Drive
Suite 401
Bellingham, WA 98226

SEC#: 801-68789
Years in Business: 13 years

SATURNA CAPITAL CORPORATION

Website

(360) 594-9900

1300 N State St.

Bellingham, WA 98225

SEC#: 801-35428
Years in Business: 32 years

STRATEGIC ASSET ALLIANCE

Website

(360) 255-2500

11 Bellwether Way
Suite 209
Bellingham, WA 98225

SEC#: 801-69727
Years in Business: 13 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(360) 392-2882

114 W Magnolia Street
Suite 407
Bellingham, WA 95603

SEC#: 801-107913
Years in Business: 5 years

WADDELL & REED, INC.

Website

(360) 734-4728

2122 Barkley Blvd
Ste 200
Bellingham, WA 98226

SEC#: 801-16720
Years in Business: 39 years

FINANCIAL NETWORK WEALTH MANAGEMENT LLC

Website

(360) 734-2041

103 East Holly Street
Suite 412
Bellingham, WA 98225

SEC#: 801-119044
Years in Business: 1 years

MOLONEY SECURITIES ASSET MANAGEMENT LLC

Website

(360) 756-3504

3101 Newmarket Street
#101
Bellingham, WA 98226

SEC#: 801-107149
Years in Business: 5 years

 


Bellingham, WA Financial Advisor FAQs

You can never have too much advice when it comes to your finances. The bottom line is that you need to decide what kind of advisor you're looking for because they vary in cost, value, knowledge, and expertise.
A good financial advisor puts themselves into their client's shoes (or budget) at all times, takes appropriate measures to keep them safe, and makes sound decisions based on their expertise, taste preferences, and history.
A financial advisor gets paid through a variety of avenues. There are the principal types of compensation typically found in the industry, which include commission based pay, salary, bonuses or incentives for meeting targets, and fee-based or asset under management (AUM) based pay.
People often think that finding the right match for a financial advisor is all about finding someone who can give them great investing tips. But if you’re seeking advice on how to optimize your current assets, what matters more than anything is building a relationship with someone who understands you and knows your goals.


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