Find a Financial Advisor in Kennewick, WA

 

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

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We Only Work With The Best Kennewick 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 Kennewick, WA


  • Financial Advisor Close to Kennewick, 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 Kennewick, 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 Kennewick, WA

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

  • Population: 81,479
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $223,000
  • Average Monthly Housing Cost: $981
  • Average Household Income: $74,073
  • 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 Kennewick, 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: 39 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: 39 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: 39 years

WADDELL & REED, INC.

Website

(509) 737-1698

8905 W Gage Blvd
Suite 300
Kennewick, WA 99336

SEC#: 801-16720
Years in Business: 39 years

WADDELL & REED, INC.

Website

(509) 737-1698

8905 W Gage Blvd
Suite 300
Kennewick, WA 99336

SEC#: 801-16720
Years in Business: 39 years

 


Kennewick, WA Financial Advisor FAQs

When choosing a financial advisor, it is important to ask the following questions: Can I contact other clients as references? What percentage of their clients do they think still make money after leaving them? You may also want to ask about trading commissions. The less you pay in commissions—the more capital will remain in your account.
There are many ways to find a financial advisor. The first would be to ask your financial institution for recommendations or referrals. If that doesn't work, Google financial advisors in my location with the same recommendation if you're not local.
Financial advisors who work as fee-only advisors may charge an annual fee upfront up front for managing the portfolio. They cannot trade on margin or use leverage, which means that there is less potential for investment gains but fewer potential risks in the event of a downturn in the market.
Financial advisors are typically educated in economics, finance, and accounting. They help others make financial decisions about things like buying a home, saving for retirement, or managing debt.