Find a Financial Advisor in Richland, WA

 

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

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We Only Work With The Best Richland 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 Richland, WA


  • Financial Advisor Close to Richland, 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 Richland, 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 Richland, WA

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

  • Population: 56,399
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $267,200
  • Average Monthly Housing Cost: $1,104
  • Average Household Income: $99,631
  • 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 Richland, WA

 

CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.

Website

(509) 943-1040

1334 Jadwin Avenue

Richland, WA 99354

SEC#: 801-111829
Years in Business: 4 years

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

Website

(509) 972-3686

295 Bradley Blvd.
Suite # 201
Richland, WA 99352

SEC#: 801-77834
Years in Business: 8 years

 


Richland, WA Financial Advisor FAQs

Financial advisors generally charge fees based on the amount of money they manage for their clients, and those fees may be paid monthly, quarterly, semi-annually or annually. For example, if you manage $10 million and charge 1% fee per year ($100000), then your client will pay $100000 every year as the minimum annual fee. Additional services such as estate planning can also be offered at an additional cost.
Financial planning can be stressful, especially when unprepared for it. For some, having a financial advisor will help relieve the strain on their emotional well-being. This is often true for those who realize they need professional advice, but are hesitant to take this step because they think it may signal lack of intelligence or capability or maybe even an indication of mental illness (especially in young people).
Financial advisors are required to make money for their clients, so selecting one could not only be the most important thing you ever do but also the hardest. Research their record of performance by looking through various resources. Once you have narrowed down your search to find several candidates, compare what kind of background they have and how long they have been in business.
The cost of a financial advisor varies depending on the individual and the services provided. However, according to Jwsco Financial, it's typically about $200 for an hour-long consultation. On average, an hour-long meeting with a financial planner costs about $150 - $300 as well as that initial one-hour meeting or consultation. The fee may be waived if there is no intention of making any investments.