
Find a Financial Advisor in Bellingham, WA
Get Top Tier Financial Planning
We did the hard work of finding trustworthy partners in Bellingham, WA.
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
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.
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.)
This work is licensed under a Creative Commons Attribution 2.0 Generic License.
The Top Financial Advisor Firms in Bellingham, WA
SKYLINE ADVISORS, INC.
(360) 671-1621405 32nd Street, Suite 201
Bellingham, WA 98225
SEC#: 801-94175
Years in Business: 7 years
FINANCIAL PLAN, INC.
(360) 714-12342115 Barkley Blvd.
Suite 101
Bellingham, WA 98226
SEC#: 801-77339
Years in Business: 9 years
TRADEWINDS CAPITAL MANAGEMENT, LLC
(360) 715-90002211 Rimland Drive
Suite 401
Bellingham, WA 98226
SEC#: 801-68789
Years in Business: 14 years
SATURNA CAPITAL CORPORATION
(360) 594-99001300 N State St.
Bellingham, WA 98225
SEC#: 801-35428
Years in Business: 32 years
STRATEGIC ASSET ALLIANCE
(360) 255-250011 Bellwether Way
Suite 209
Bellingham, WA 98225
SEC#: 801-69727
Years in Business: 13 years
STRATEGIC WEALTH ADVISORS GROUP, LLC
(360) 392-2882114 W Magnolia Street
Suite 407
Bellingham, WA 95603
SEC#: 801-107913
Years in Business: 5 years
WADDELL & REED, INC.
(360) 734-47282122 Barkley Blvd
Ste 200
Bellingham, WA 98226
SEC#: 801-16720
Years in Business: 40 years
FINANCIAL NETWORK WEALTH MANAGEMENT LLC
(360) 734-2041103 East Holly Street
Suite 412
Bellingham, WA 98225
SEC#: 801-119044
Years in Business: 1 years
MOLONEY SECURITIES ASSET MANAGEMENT LLC
(360) 756-35043101 Newmarket Street
#101
Bellingham, WA 98226
SEC#: 801-107149
Years in Business: 6 years
Bellingham, WA Financial Advisor FAQs
Other Nearby Financial Advisors
Bellingham, WA
San Juan County, WA
Whatcom County, WA
Skagit County, WA
Vashon Island, WA
Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.