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

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

If you’re looking for qualified financial advisors in Lynnwood, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 3 non-vetted financial advisors in Lynnwood, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lynnwood, 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 Lynnwood, Washington

Edelman Financial Engines, LLC

877-208-7414

Address

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

Snider Financial Group

425-453-7080

Address

12505 NE Bel Red Road,
Suite 200,
Bellevue, WA 98005 See Details

Encore Investment

888-697-0204

Address

10900 NE 4th Street,
Suite 2406,
Bellevue, WA 98004 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

10900 NE 8th Street,
Suite 1414,
Bellevue, WA 98004 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

2505 S. 320th Street,
Suite 220,
Federal Way, WA 98003 See Details

David Steininger

Primerica Advisors

866-326-5305

Address

1710 Akron Court,
Bellingham, WA 98226 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CHANEY CAPITAL MANAGEMENT INC. 3500 188th Street Sw, Suite #445 Lynnwood, WA, 98037	116511	$295,306,000	1083	A Percentage of AUM
COMPREHENSIVE WEALTH MANAGEMENT 3500 188th St Sw, Suite 102 Lynnwood, WA, 98037-4757	116958	$280,754,746	1578	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
WAYFINDING FINANCIAL, LLC 19020 33rd Avenue W, Suite 390 Lynnwood, WA, 98036	306208	$248,004,323	901	A Percentage of AUM, Hourly charges, Fixed Fees

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Find The Best Financial Advisors in Lynnwood, Washington

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

List of Qualified Financial Advisors in Lynnwood, Washington

Edelman Financial Engines, LLC

Address

Snider Financial Group

Address

Encore Investment

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

David Steininger

Primerica Advisors

Address

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

Select other cities around Lynnwood, 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 Lynnwood, Washington
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy