Fiduciary Financial Advisors in King County

 

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

 

Meet With An

Independent Financial Advisor In King County


Step 1:
Fill Out The Form

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

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor in King County


$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.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor in King County Help You?


A financial advisor is a professional whose job it is to help you assess, plan, and manage your finances. 

Financial advisors provide a range of financial services, from simple planning to active management of retirement accounts, investments, and more. 

There are financial advisors available for any type of person in any financial position. 

The most common is in person, or “traditional,” advisors. 

These advisors offer the greatest level of personalization and control, however, they tend to be quite expensive. 

Online only advisors may be less expensive, at the cost of some control, and automated robo-advisors are the cheapest yet least powerful option. 

Nonetheless, any of these options can still help you start to get a grip on your finances.

Questions To Ask Your King County Financial Advisor


What are your typical clients like?

  • If your advisor’s typical clientele are, for example, savvy investors with millions in AUM, whereas you are mostly looking to turn a few thousand dollars into a successful IRA, then you and your advisor may not be the best fit.
  • Are you a fiduciary?
  • Whoever you choose as an advisor, it is essential to pick a fiduciary.

    Fiduciaries are required to do their work in your best interest; in other words, they must be completely transparent with you, they must make investments that benefit you above themselves, and they must be honest about the success, failure, and risk of your investments.

  • How do you get paid?
  • The majority of advisors will charge a percentage of your assets under management (AUM) as a fee, generally from 0.35% to 1%.

    Other advisors may charge hourly or a flat fee, so make sure you know how much you will be paying.

  • Find A Fee-Only Financial Advisor Near King County

    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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    Top Financial Advisors Serving King County

    King county is the most populous county in Washington state, and the 12th most populous in the US. 

    The county was formed in 1852 and named after then newly-elected vice president William R. King. 

    In 1986, the county council approved a motion to preserve the “King County” name, but changed the namesake Martin Luther King jr.

    If you live in King County, our advisors can serve you pretty much anywhere you are. 

    This includes many of the beautiful areas in King County and the Seattle Metropolitan Zone.

    Financial advisors in King County can serve in these locations:

    When Do You Want To Retire?


    How far away is your dream life?

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    Other Resources On
    How To Choose a Financial Advisor In King County

    Why Partner with a Financial Advisor?

    What Does a Financial Advisor Do?

    7 Questions To Ask Your Financial Advisor

    FAQs About Certified Financial Advisors In King County

    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.