Find a Financial Advisor in Benton County, WA

 

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

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We Only Work With The Best Benton County 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 Benton County, WA


  • Financial Advisor Close to Benton County, 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 Benton County, 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 Benton County, WA

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

  • Population: 197,518
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $243,600
  • Average Monthly Housing Cost: $1,045
  • Average Household Income: $87,525
  • 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 Benton County, WA

 

PETERSEN HASTINGS INVESTMENT MANAGEMENT INC

Website

(509) 735-0484

8203 W Quinault
Suite 101
Kennewick, WA 99336

SEC#: 801-19727
Years in Business: 38 years

CORNERSTONE WEALTH STRATEGIES, INC.

Website

(509) 396-0588

8905 W. Gage Blvd.,
Suite 110
Kennewick, WA 99336

SEC#: 801-113703
Years in Business: 3 years

WADDELL & REED, INC.

Website

(509) 737-1698

8905 W Gage Blvd
Suite 300
Kennewick, WA 99336

SEC#: 801-16720
Years in Business: 40 years

UMPQUA INVESTMENTS, INC.

Website

(509) 491-6839

8121 W. Grandridge Blvd.
Suite A
Kennewick, WA 99336

SEC#: 801-67179
Years in Business: 15 years

WADDELL & REED, INC.

Website

(509) 737-1698

8905 W Gage Blvd
Suite 300
Kennewick, WA 99336

SEC#: 801-16720
Years in Business: 40 years

THE RETIREMENT SOLUTION INC.

Website

(509) 581-0249

1030 N. Center Parkway, Suite 313

Kennewick, WA 99336

SEC#: 801-113783
Years in Business: 3 years

WADDELL & REED, INC.

Website

(509) 737-1698

8905 W Gage Blvd
Suite 300
Kennewick, WA 99336

SEC#: 801-16720
Years in Business: 40 years

WADDELL & REED, INC.

Website

(509) 737-1698

8905 W Gage Blvd
Suite 300
Kennewick, WA 99336

SEC#: 801-16720
Years in Business: 40 years

WADDELL & REED, INC.

Website

(509) 737-1698

8905 W Gage Blvd
Suite 300
Kennewick, WA 99336

SEC#: 801-16720
Years in Business: 40 years

 


Benton County, WA Financial Advisor FAQs

How do you get paid? Financial advisors can earn money in a lot of ways. They can either charge an hourly wage, a specific fee for a particular service, percentage of assets under management, or on commission basis.
Some financial advisors are paid by commission, while others are tied into the fees that the fund generating companies charge their clients. The percentage that you can save on your investments largely depends on what kind of roles the advisor serves in your investment plan.
The three most important things to look at when choosing a financial advisor are their educational background, experience in the field, and asset allocation strategy.
Yes. Your financial advisor will help you prioritize your priorities! They'll help you map out a strategy to achieve your specific goals and, of course, recommend appropriate tools.