Find a Financial Advisor in Snohomish County, WA

 

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

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We Only Work With The Best Snohomish 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 Snohomish County, WA


  • Financial Advisor Close to Snohomish 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 Snohomish 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 Snohomish County, WA

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

  • Population: 798,808
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $409,400
  • Average Monthly Housing Cost: $1,642
  • Average Household Income: $105,008
  • 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 Snohomish County, WA

 

HARBOUR INVESTMENT MANAGEMENT L.L.C.

Website

(425) 742-1557

110 James Street
Suite 111
Edmonds, WA 98020

SEC#: 801-39540
Years in Business: 30 years

SAGE ADVISORS, LLC

Website

(206) 516-7991

115 2nd Avenue North
Suite 200
Edmonds, WA 98020

SEC#: 801-115281
Years in Business: 2 years

BOGDANOVICH WEALTH MANAGEMENT PLLC

Website

(206) 522-4478

100 - 2nd Ave S
Suite 310
Edmonds, WA 98020

SEC#: 801-63131
Years in Business: 17 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(425) 312-6465

144 Railroad Avenue
Suite 301
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(206) 256-1778

152 3Rd Ave S
Suite 103-B
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(425) 312-6465

144 Railroad Avenue
Suite 301
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(206) 256-1778

152 3Rd Ave S
Suite 103-B
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(425) 312-6465

144 Railroad Avenue
Suite 301
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(206) 256-1778

152 3Rd Ave S
Suite 103-B
Edmonds, WA 98020

SEC#: 801-71546
Years in Business: 11 years

 


Snohomish County, WA Financial Advisor FAQs

Why should I choose you? This question is a bit subjective. But this will help you gauge how confident the potential financial advisor is with his/her skills.
They get paid either on the basis of the percentage of your portfolio they manage for you, or through an hourly rate.
Understand what criteria they're looking for when considering someone as an option, but ultimately only choose those that share your own values and expectations from their service quality.
Financial advisors assist people in making financial decisions such as setting up a budget, investing funds, and insurance.