Find a Financial Planner 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

 


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