Find a Financial Advisor in Ellensburg, WA

 

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

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We Only Work With The Best Ellensburg 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 Ellensburg, WA


  • Financial Advisor Close to Ellensburg, 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 Ellensburg, 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 Ellensburg, WA

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

  • Population: 20,167
  • % of Population 62 Years and Over: 11.6%
  • Average Home Value: $232,200
  • Average Monthly Housing Cost: $1,045
  • Average Household Income: $51,722
  • 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 Ellensburg, WA

 

TRELLIS ADVISORS, LLC

Website

(509) 925-6080

301 W. Umptanum Rd., Suite 5

Ellensburg, WA 98926

SEC#: 801-69081
Years in Business: 13 years

 


Ellensburg, WA Financial Advisor FAQs

Financial advisors are generally paid some percentage of assets they manage.
You might want to start local by asking your lawyer or accountant if they have any contacts in this field that they could send you to.
Yes, you do need an advisor. Financial advisors are the best people to help direct your financial future because they can give you advice on what to purchase and investments to make for both now and the future. Once you've hired your advisor, they'll be able to offer insights on how much money will be needed for emergencies, retirement, college tuition, or just about anything that involves finances.
When choosing the right investment advisor, it is important to make sure that they are certified as a financial advisor. They must be licensed with FINRA and have been working as an advisor for more than 3 years. Some things to consider when looking for a good financial advisor are their background experience, current employment status and whether or not they're going through any disciplinary action by the regulatory body of their company.