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
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 2 vetted financial advisors and 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 26 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
TAIYO PACIFIC PARTNERS L.P. 5300 Carillon Point, Kirkland, WA, 98033 | 160930 | $2,422,658,000 | 6 | A Percentage of AUM, Performance Based |
ELITE WEALTH MANAGEMENT, INC. 1014 Market Street, Suite 100 Kirkland, WA, 98033 | 132122 | $742,176,951 | 1506 | A Percentage of AUM |
LATTICE CAPITAL MANAGEMENT LLC 1014 Market Street, Suite 100 Kirkland, WA, 98033 | 141860 | $594,699,091 | 4 | A Percentage of AUM, Performance Based |
SCHMIDT FINANCIAL GROUP, INC. 620 Kirkland Way, Suite 205 Kirkland, WA, 98033 | 119841 | $416,770,566 | 1127 | A Percentage of AUM, Hourly charges, Fixed Fees |
SOUNDMARK WEALTH MANAGEMENT, LLC 11400 98th Avenue Ne, Suite 301 Kirkland, WA, 98033 | 121344 | $362,972,404 | 810 | A Percentage of AUM, Fixed Fees |
EXECUTIVE WEALTH GROUP, LLC 3435 Carillon Point, Kirkland, WA, 98033 | 283103 | $348,509,483 | 219 | A Percentage of AUM |
SPG ADVISORS LLC 11411 Ne 124th St, Suite 255 Kirkland, WA, 98034 | 284496 | $344,099,626 | 1912 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROVIDER FEES) |
ROBINSWOOD FINANCIAL 3425 Carillon Point, Building 3000, 4th Floor Kirkland, WA, 98033 | 143417 | $305,654,716 | 1064 | A Percentage of AUM, Hourly charges, Fixed Fees |
KAIZEN FINANCIAL ADVISORS, LLC 4030 Lake Washington Blvd, Suite 308 Kirkland, WA, 98033 | 155353 | $181,982,756 | 463 | A Percentage of AUM, Hourly charges, Fixed Fees |
PRIVATE ASSET MANAGEMENT INC 3740 Carillon Point, Kirkland, WA, 98033 | 108815 | $167,297,640 | 100 | A Percentage of AUM, Hourly charges, Fixed Fees |
PREVAIL WEALTH MANAGEMENT 520 Kirkland Way, Ste 201 Kirkland, WA, 98033 | 164532 | $157,667,706 | 659 | A Percentage of AUM, Fixed Fees |
HOT CREEK CAPITAL, L.L.C. 135 Lake Street South, Suite 272 Kirkland, WA, 98033 | 162371 | $122,842,676 | 1 | A Percentage of AUM, Performance Based |
SCHMIDT FINANCIAL MANAGEMENT 620 Kirkland Way, Suite 205 Kirkland, WA, 98033 | 328247 | $0 | 0 | A Percentage of AUM |
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