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.

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.

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.

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.

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.

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Find The Best Financial Advisors in Spokane, Washington

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 Spokane is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Spokane & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Spokane, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 19 non-vetted financial advisors in Spokane, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Spokane, Washington have an average of 31 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 Spokane, Washington

Brian Simpson

Integrity Wealth Management

509-863-5639

Address

202 E Spokane Falls Blvd, Ste 200,
Spokane, WA 99202 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
QUANTUM FINANCIAL PLANNING SERVICES, INC. 720 W Boone Ave, Ste 100 Spokane, WA, 99201	115877	$591,577,039	2475	A percentage of AUM, Hourly charges, Fixed fees
RICHARDS MERRILL WEALTH MANAGEMENT 612 West Main Street, The M Building Suite 201 Spokane, WA, 99201-0645	713	$514,464,239	1061	A percentage of AUM, Fixed fees
NORTHERN CAPITAL MANAGEMENT, INC. 2700 South Southeast Boulevard, Suite 205 Spokane, WA, 99223-4984	111379	$390,992,420	1750	A percentage of AUM, Fixed fees
VICKERMAN INVESTMENT ADVISORS, INC. 108 N. Washington Street, Suite 603 Spokane, WA, 99201	313240	$372,087,351	959	A percentage of AUM
JMK & ASSOCIATES, LLC 102 East Main Street, Spokane, WA, 99202	312760	$343,324,152	2013	A percentage of AUM
MB GEN WEALTH 111 S. Post Street, Suite 2250 Spokane, WA, 99201-6021	327967	$333,803,619	392	A percentage of AUM
FELLOWSHIP FINANCIAL PLANNING 502 W Riverside Ave, Suite 201, Spokane, WA, 99201	330347	$312,733,630	1877	A percentage of AUM, Hourly charges
PALOUSE CAPITAL MANAGEMENT, INC. 1212 N Washington Street, Suite 300 Spokane, WA, 99201	104573	$288,491,373	866	A percentage of AUM, Fixed fees
LODESTONE WEALTH MANAGEMENT LLC 9 S Washington St, Ste 211 Spokane, WA, 99201	151115	$274,380,050	644	A percentage of AUM, Fixed fees
WEALTH ASSET MANAGERS 9718 N Morton Ct, Spokane, WA, 99218	14377	$242,493,984	2061	A percentage of AUM
COLUMBIA ADVISORY PARTNERS, LLC 3918 N Post St, Spokane, WA, 99205	171616	$240,250,000	1652	A percentage of AUM, Hourly charges, Fixed fees
FORTITUDE FINANCIAL LLC 123 East 2nd Avenue, Spokane, WA, 99202	313235	$232,757,928	1809	A percentage of AUM, Hourly charges
GRIFFITHS, DREHER & EVANS, P.S., CPAS 408 N Mullan Rd, Spokane, WA, 99206	142448	$232,218,590	1574	A percentage of AUM
NORTHERN CAPITAL RETIREMENT SERVICES, INC. 2700 S Southeast Boulevard, Suite 205 Spokane, WA, 99223	163327	$231,970,685	23	A percentage of AUM
FINANCIAL FORUM, INC. 501 N Riverpoint Blvd., Ste 104, Spokane, WA, 99202	307740	$216,371,219	1607	A percentage of AUM, Hourly charges

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