Find a Financial Advisor in Kitsap County, WA

 

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

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We Only Work With The Best Kitsap County 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 Kitsap County, WA


  • Financial Advisor Close to Kitsap County, 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 Kitsap County, 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 Kitsap County, WA

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

  • Population: 265,882
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $330,600
  • Average Monthly Housing Cost: $1,368
  • Average Household Income: $93,122
  • 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 Kitsap County, WA

 

NUKU

Website

(206) 596-2110

755 Winslow Way E
Suite 105D
Bainbridge Island, WA 98110

SEC#: 801-74413
Years in Business: 9 years

AGATE PASS INVESTMENT, LLC

Website

(206) 842-5770

400 Winslow Way East
Suite 220
Bainbridge Island, WA 98110

SEC#: 801-115003
Years in Business: 2 years

CADINHA & CO LLC

Website

(206) 395-6970

200 Winslow Way West, Suite 380

Bainbridge Island, WA 98110

SEC#: 801-57784
Years in Business: 21 years

CS PLANNING CORP

Website

(424) 322-7500

900 Winslow Way E.
Suite 300
Bainbridge Island, WA 98110

SEC#: 801-70381
Years in Business: 12 years

CS PLANNING CORP

Website

(424) 322-7500

900 Winslow Way E.
Suite 300
Bainbridge Island, WA 98110

SEC#: 801-70381
Years in Business: 12 years

CS PLANNING CORP

Website

(424) 322-7500

900 Winslow Way E.
Suite 300
Bainbridge Island, WA 98110

SEC#: 801-70381
Years in Business: 12 years

CADINHA & CO LLC

Website

(206) 395-6970

200 Winslow Way West, Suite 380

Bainbridge Island, WA 98110

SEC#: 801-57784
Years in Business: 21 years

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Website

(206) 972-4291

403 Madison Ave N
Ste 240
Bainbridge Island, WA 98110

SEC#: 801-111778
Years in Business: 4 years

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Website

(206) 972-4291

403 Madison Ave N
Ste 240
Bainbridge Island, WA 98110

SEC#: 801-111778
Years in Business: 4 years

 


Kitsap County, WA Financial Advisor FAQs

What benchmarks do you use in your investments? Who is your custodian? What are your investment strategies?
Commissions are usually charged on an ongoing or per transaction basis. Asset-based fees are charge based on how many assets the advisor manages. Consulting fees are what financial advisors charge clients to talk about their finances and make strategic decisions with clients.
It's wise to see if the advisor has any certifications or licenses, or what professional organization they belong to, and talk with someone you know who is already working with them.
A financial advisor offers a lot more than just solving for a simple equation. They help clients receive advice on tax-free investment products, asset preservation products, and long-term savings plans that can be tailored to their personality and financial goals.