Fiduciary Financial Advisors in Bothell, WA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a Financial Advisor in Bothell, WA Help You?

Financial advisors can help you assess your overall financial health and create a roadmap of your financial future. 

This plan can include retirement, life transitions like marriage or children, saving for college, building an investment portfolio, and much more.

Advisors can come in many forms. 

The most traditional is an in person advisor, which offers the greatest level of personal attention and care, but can also be prohibitively expensive. 

Online only and robo-advisors are great options that are less expensive, albeit at the cost of some personal control.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Bothell, WA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 1301 5th Ave, Suite 1350, Seattle, WA 98101


Top Financial Advisors Serving Bothell, WA

Bothell has the typical cool, breezy, Mediterranean climate northern California is known for, with an average of 200 days of sun each year. Bothell is the home of many powerful companies in the biotech industry, such as Vantec Life SYstems, OncoGenex Pharmaceuticals, and Blue Heron Biotechnology. Many high tech companies operate in Bothell as well, including Boeing, AT&T, and Panasonic Aviation Corporation.

All these reasons and more are why our advisors love serving the community of Bothell.

Financial advisors in Bothell also serve in these locations:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Bothell, WA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.