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Find The Best Financial Advisors in Bellingham, Washington

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bellingham is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bellingham & pick the one as per your needs

How To Find The Best Financial Advisors in Bellingham, Washington
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Bellingham, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 11 non-vetted financial advisors in Bellingham, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bellingham, Washington have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Bellingham, Washington

David Steininger

Primerica Advisors

866-326-5305

Address

1710 Akron Court,
Bellingham, WA 98226 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

20700 44th Ave W.,
Suite 240,
Lynnwood, WA 98036 See Details

Top Financial Advisor Firms in Bellingham, Washington (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SATURNA CAPITAL CORPORATION 1300 N State St., Bellingham, WA, 98225-4730	25586	$8,394,714,767	111	A percentage of AUM, Fixed fees, Performance Based
FINANCIAL PLAN, INC. 2115 Barkley Blvd., Suite 101 Bellingham, WA, 98226	116073	$1,053,171,705	3426	A percentage of AUM, Hourly charges
TRADEWINDS CAPITAL MANAGEMENT, LLC 2211 Rimland Drive, Suite 401 Bellingham, WA, 98226	145934	$523,698,592	2483	A percentage of AUM, Hourly charges, Fixed fees
SKYLINE ADVISORS, INC. 405 32nd Street, Suite 201 Bellingham, WA, 98225	188511	$288,379,333	1133	A percentage of AUM, Fixed fees
WAYCROSS INVESTMENT MANAGEMENT CO 119 N Commercial St, Ste 191 Bellingham, WA, 98225	105034	$216,691,379	334	A percentage of AUM, Hourly charges
BARING FINANCIAL LLC 1310 10th St, Suite 101 Bellingham, WA, 98225	173761	$188,071,412	1003	A percentage of AUM
WEST INVEST 1801 F Street, Bellingham, WA, 98225	327641	$152,263,001	954	A percentage of AUM, Fixed fees
BELLINGHAM CAPITAL 316 E Mcleod Rd, Suite 105 Bellingham, WA, 98226	151684	$125,960,967	596	A percentage of AUM, Hourly charges
WEALTHMARK, LLC 1329 N. State St, Suite 206 Bellingham, WA, 98225	144948	$101,000,000	387	A percentage of AUM, Fixed fees, Performance Based, Other (SUBADVISORY SERVICES)
CAPSTONE RIA 114 W Magnolia Street, Suite #444 Bellingham, WA, 98225	334343	$0	0	A percentage of AUM
STRATEGIC ASSET ALLIANCE 11 Bellwether Way, Suite 209 Bellingham, WA, 98225	148763	$0	0	Fixed fees

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Find The Best Financial Advisors in Bellingham, Washington

How To Find The Best Financial Advisors in Bellingham, WashingtonLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Bellingham, Washington

David Steininger

Primerica Advisors

Address

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Bellingham, Washington (Ranked by AUM)

Select other cities around Bellingham, Washington to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Bellingham, Washington
Last Updated - 13-Jun-2023

Find an Advisor
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