Find a Financial Advisor in San Juan County, WA

 

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

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We Only Work With The Best San Juan 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 San Juan County, WA

  • Financial Advisor Close to San Juan 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 San Juan 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 San Juan County, WA

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

  • Population: 16,788
  • % of Population 62 Years and Over: 39.1%
  • Average Home Value: $468,500
  • Average Monthly Housing Cost: $1,160
  • Average Household Income: $94,382
  • 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 San Juan County, WA

 

NWAM, LLC

Website

(206) 494-0756

49 Hoyt Lane

Friday Harbor, WA 98250

SEC#: 801-69483
Years in Business: 13 years

 


San Juan County, WA Financial Advisor FAQs

How will our relationship work? Make sure you have a proper understanding on this one. Ask how frequent your meetings will be, how you can reach them, and how often they will update you on your investments.
They can get paid in different ways, but two of the most common are commission-based fees and percentage of assets managed.
Look for someone who specializes in fiduciary services and reports to an independent board of directors. A fiduciary advisor is bound by a fiduciary duty to his or her clients and must never put their interests above anyone else’s, including the advisor's own interest.
Financial advisors provide many different services depending on client needs, which can include asset allocations, portfolio performance monitoring and turnover analysis, allocating investments among mutual funds or stocks, planning for retirement and estate guardianship, and tax preparation.


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