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

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

If you’re looking for qualified financial advisors in Mercer Island, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 4 non-vetted financial advisors in Mercer Island, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mercer Island, 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 Mercer Island, Washington

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

Snider Financial Group

425-453-7080

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NORTHWEST ASSET MANAGEMENT 2835 82nd Avenue Se, Ste 100 Mercer Island, WA, 98040	147923	$3,027,418,741	8627	A Percentage of AUM, Hourly charges, Fixed Fees
S. R. SCHILL & ASSOCIATES, INC. 2448 - 76th Ave Se, Suite 107 Mercer Island, WA, 98040	105864	$233,160,817	629	A Percentage of AUM, Fixed Fees
THE FAUSER GROUP, LLC 7785 Sunset Highway Se, Suite 249 Mercer Island, WA, 98040	282351	$138,230,305	780	A Percentage of AUM, Hourly charges, Fixed Fees
THE PLANNER'S EDGE LLC 2737 78th Avenue Se, Suite 103 Mercer Island, WA, 98040	114616	$128,514,707	562	A Percentage of AUM, Hourly charges, Fixed Fees

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Find The Best Financial Advisors in Mercer Island, Washington

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

List of Qualified Financial Advisors in Mercer Island, Washington

Encore Investment

Address

Edelman Financial Engines, LLC

Address

Snider Financial Group

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

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

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

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It's Fast, Free & Easy