Find a Financial Advisor in Bothell, WA

 

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

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We Only Work With The Best Bothell 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 Bothell, WA


  • Financial Advisor Close to Bothell, 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 Bothell, 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 Bothell, WA

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

  • Population: 45,749
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $563,000
  • Average Monthly Housing Cost: $1,829
  • Average Household Income: $121,352
  • 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 Bothell, WA

 

VIRIDIAN RIA, LLC

Website

(206) 388-2210

22232 17th Ave Se
Suite 210
Bothell, WA 98021

SEC#: 801-80357
Years in Business: 7 years

OLYMPIC WEALTH MANAGEMENT LLC

Website

(425) 485-4700

19515 North Creek Parkway #101

Bothell, WA 98011

SEC#: 801-117962
Years in Business: 1 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(0) -0

18208 28th Dr Se

Bothell, WA 98012

SEC#: 801-80067
Years in Business: 7 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(425) 287-5800

18323 Bothell Everett Hwy
Suite 320
Bothell, WA 98012

SEC#: 801-80075
Years in Business: 7 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(0) -0

18208 28th Dr Se

Bothell, WA 98012

SEC#: 801-80067
Years in Business: 7 years

NWAM, LLC

Website

(425) 247-1077

19125 North Creek Parkway
Suite 120
Bothell, WA 98011

SEC#: 801-69483
Years in Business: 13 years

AIO FINANCIAL, LLC

Website

(425) 528-0877

19125 North Creek Parkway

Bothell, WA 98011

SEC#: 801-118105
Years in Business: 1 years

MORNINGSTAR INVESTMENT SERVICES LLC

Website

(425) 979-8270

1621 Seattle Hill Road
Bldg D3
Bothell, WA 98012

SEC#: 801-60401
Years in Business: 20 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(425) 287-5800

18323 Bothell Everett Hwy
Suite 320
Bothell, WA 98012

SEC#: 801-80075
Years in Business: 7 years

 


Bothell, WA Financial Advisor FAQs

A financial advisor provides financial guidance to individuals and families. Advice typically includes goals, risk tolerance, building wealth, investing strategies, insurance recommendations and other areas related to personal wealth management.
Establish your long-term goals, short-term needs, risk tolerance, and what level of service you desire. Then call the three top financial advisor firms in town to see who can meet your needs best.
Financial advisors usually earn commissions on the transactions they make. This means if their advice leads to a sale, they get rewarded with money. This enables financial advisors to provide impartial advice that reflects their client's goals without performing biased work in-line with fees or other incentives.
First, you want to find an advisor with a fiduciary duty. This means the organization will have a responsibility to advise in your best interest. Then it's a matter of vetting that person just like you would if you were hiring any other professional. That includes checking their stability, reputation, experience and fees.