Find The Best Financial Advisors in Kirkland, 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 Kirkland is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Kirkland & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Kirkland, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 12 non-vetted financial advisors in Kirkland, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Kirkland, Washington have an average of 0 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 Kirkland , Washington

Edelman Financial Engines, LLC

877-208-7414

Address

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
TAIYO PACIFIC PARTNERS L.P. 5300 Carillon Point, Kirkland, WA, 98033	160930	$1,720,319,000	7	A percentage of AUM, Performance Based
ELITE WEALTH MANAGEMENT, INC. 1014 Market Street, Suite 100 Kirkland, WA, 98033	132122	$996,082,300	1914	A percentage of AUM
LATTICE CAPITAL MANAGEMENT LLC 1014 Market Street, Suite 100 Kirkland, WA, 98033	141860	$539,798,303	5	A percentage of AUM, Performance Based
SCHMIDT FINANCIAL MANAGEMENT 3435 Carillon Point, Kirkland, WA, 98033	328247	$412,098,817	699	A percentage of AUM
SPG ADVISORS LLC 11411 Ne 124th St, Suite 255 Kirkland, WA, 98034	284496	$400,952,514	2006	A percentage of AUM, Hourly charges, Fixed fees, Other (PROVIDER FEES)
EXECUTIVE WEALTH GROUP, LLC 3435 Carillon Point, Kirkland, WA, 98033	283103	$394,451,722	220	A percentage of AUM
ROBINSWOOD FINANCIAL 3425 Carillon Point, Building 3000, 4th Floor Kirkland, WA, 98033	143417	$321,000,000	1036	A percentage of AUM, Hourly charges, Fixed fees
KAIZEN FINANCIAL ADVISORS, LLC 4030 Lake Washington Blvd, Suite 308 Kirkland, WA, 98033	155353	$220,811,107	145	A percentage of AUM, Hourly charges
PREVAIL WEALTH MANAGEMENT 520 Kirkland Way, Ste 201 Kirkland, WA, 98033	164532	$180,839,000	695	A percentage of AUM, Hourly charges, Fixed fees
PRIVATE ASSET MANAGEMENT INC 4040 Lake Washington Blvd Ne, #305 Kirkland, WA, 98033	108815	$168,866,882	100	A percentage of AUM, Hourly charges, Fixed fees
HOT CREEK CAPITAL, L.L.C. 135 Lake Street South, Suite 272 Kirkland, WA, 98033	162371	$134,950,375	1	A percentage of AUM, Performance Based
CALPA ADVISORS LLC 11250 Kirkland Way, Suite 100 Kirkland, WA, 98033	318008	$0	0	Fixed fees

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