Find a Financial Advisor in Lynnwood, WA

 

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

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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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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.
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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.)



The Top Financial Advisor Firms in Lynnwood, WA

 

WAYFINDING FINANCIAL, LLC

Website

(425) 361-0707

19020 33rd Avenue W
Suite 390
Lynnwood, WA 98036

SEC#: 801-118057
Years in Business: 1 years

CHANEY CAPITAL MANAGEMENT INC.

Website

(425) 673-4060

3500 188th Street Sw
Suite #445
Lynnwood, WA 98037

SEC#: 801-67807
Years in Business: 14 years

COMPREHENSIVE WEALTH MANAGEMENT

Website

(425) 778-6160

3500 188th st Sw
Suite 102
Lynnwood, WA 98037

SEC#: 801-69045
Years in Business: 13 years

WADDELL & REED, INC.

Website

(425) 774-9053

19401 40th Ave W
Ste 460
Lynnwood, WA 98036

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

WADDELL & REED, INC.

Website

(425) 774-9053

19401 40th Ave W
Ste 460
Lynnwood, WA 98036

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

WADDELL & REED, INC.

Website

(425) 774-9053

19401 40th Ave W
Ste 460
Lynnwood, WA 98036

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

WADDELL & REED, INC.

Website

(425) 774-9053

19401 40th Ave W
Ste 460
Lynnwood, WA 98036

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

WADDELL & REED, INC.

Website

(425) 774-9053

19401 40th Ave W
Ste 460
Lynnwood, WA 98036

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

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Website

(425) 778-1957

3400 188th St Sw
Ste 570
Lynnwood, WA 98037

SEC#: 801-61332
Years in Business: 19 years

 


Lynnwood, WA Financial Advisor FAQs

The function of a financial advisor is to help clients achieve their given personal financial goals by planning for them, saving/investing funds, etc.
It depends on the individual's household finances. A financial advisor is necessary if someone has complicated or compounded investments with a lot of unknown outcomes, but they are absolutely unnecessary for those who don't have any kind of complications or are simply saving for retirement.
In terms of qualifications, the CFP is a good indication of who to go for.
Financial advisors usually get paid by taking a percentage of the assets they are managing for you.