
Find a Financial Advisor in Lynnwood, WA
Get Top Tier Financial Planning
We did the hard work of finding trustworthy partners in Lynnwood, WA.
We Only Work With The Best Lynnwood 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 Lynnwood, WA
-
Financial Advisor Close to Lynnwood, 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 Lynnwood, 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
Find a Fee-Only Financial Planner Near Lynnwood, WA
We evaluated over 13,000 RIA firms to bring you the best of the best Lynnwood financial advisors.
How Retirement-Friendly is Lynnwood, WA?
- Population: 38,143
- % of Population 62 Years and Over: 20.2%
- Average Home Value: $412,900
- Average Monthly Housing Cost: $1,391
- Average Household Income: $79,335
- 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.)
This work is licensed under a Creative Commons Attribution 2.0 Generic License.
The Top Financial Advisor Firms in Lynnwood, WA
WAYFINDING FINANCIAL, LLC
(425) 361-070719020 33rd Avenue W
Suite 390
Lynnwood, WA 98036
SEC#: 801-118057
Years in Business: 2 years
CHANEY CAPITAL MANAGEMENT INC.
(425) 673-40603500 188th Street Sw
Suite #445
Lynnwood, WA 98037
SEC#: 801-67807
Years in Business: 15 years
COMPREHENSIVE WEALTH MANAGEMENT
(425) 778-61603500 188th st Sw
Suite 102
Lynnwood, WA 98037
SEC#: 801-69045
Years in Business: 14 years
WADDELL & REED, INC.
(425) 774-905319401 40th Ave W
Ste 460
Lynnwood, WA 98036
SEC#: 801-16720
Years in Business: 40 years
WADDELL & REED, INC.
(425) 774-905319401 40th Ave W
Ste 460
Lynnwood, WA 98036
SEC#: 801-16720
Years in Business: 40 years
WADDELL & REED, INC.
(425) 774-905319401 40th Ave W
Ste 460
Lynnwood, WA 98036
SEC#: 801-16720
Years in Business: 40 years
WADDELL & REED, INC.
(425) 774-905319401 40th Ave W
Ste 460
Lynnwood, WA 98036
SEC#: 801-16720
Years in Business: 40 years
WADDELL & REED, INC.
(425) 774-905319401 40th Ave W
Ste 460
Lynnwood, WA 98036
SEC#: 801-16720
Years in Business: 40 years
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
(425) 778-19573400 188th St Sw
Ste 570
Lynnwood, WA 98037
SEC#: 801-61332
Years in Business: 19 years
Lynnwood, WA Financial Advisor FAQs
Other Nearby Financial Advisors
Edmonds, WA
Lake Forest Park, WA
Bothell, WA
Seattle, WA
Everett, WA