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

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

If you’re looking for qualified financial advisors in Vancouver, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 21 non-vetted financial advisors in Vancouver, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Vancouver, Washington have an average of 22 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 Vancouver, Washington

Matt Ebeling

Fort Vancouver Investment Management, LLC

360-823-0477

Address

1601 Officers Row,
Vancouver, WA 98661 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

203 SE Park Plaza Drive, Park Tower II,
Suite 115,
Vancouver, WA 98684 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
FIRST PACIFIC FINANCIAL, INC. 610 Esther Street, Suite 100 Vancouver, WA, 98660	284736	$1,512,115,778	3785	A percentage of AUM, Hourly charges, Fixed fees
SLOY, DAHL & HOLST, LLC 1220 Main Street, Suite 400 Vancouver, WA, 98660	110102	$1,338,445,292	972	A percentage of AUM, Hourly charges, Performance Based
MARTEL WEALTH ADVISORS INC 2001 Se Columbia River Drive, Ste 200 Vancouver, WA, 98661	296896	$1,245,269,037	2751	A percentage of AUM
LEADER CAPITAL CORP. 315 W. Mill Plain Blvd., Suite 204 Vancouver, WA, 98660	46206	$1,135,338,351	2	A percentage of AUM
BAKER ELLIS ASSET MANAGEMENT LLC 805 Broadway St., Suite 400 Vancouver, WA, 98660	121802	$874,168,625	349	A percentage of AUM
SYNERGY ASSET MANAGEMENT, LLC 13215 Se Mill Plain Blvd, Suite C8-321 Vancouver, WA, 98684	117201	$823,706,675	5972	A percentage of AUM, Hourly charges, Performance Based
JOHNSON BIXBY 275 West Third Street, Suite 600 Vancouver, WA, 98660	310839	$789,526,420	2142	A percentage of AUM, Hourly charges, Fixed fees
JAMES R. MARTIN CONSULTING, INC 1111 Main St. Suite 612, Vancouver, WA, 98660	109542	$417,879,002	661	A percentage of AUM, Other (SOME ARE FREE)
CAIRN INVESTMENT GROUP 500 Broadway Street, Suite 480 Vancouver, WA, 98660	143601	$336,564,032	838	A percentage of AUM
MY PERSONAL CFO, LLC 1220 Main Street, Suite 400 Vancouver, WA, 98660	299424	$334,391,343	429	A percentage of AUM, Hourly charges
HARLOW WEALTH MANAGEMENT, INC. 400 East Mill Plain Blvd., Suite 200 Vancouver, WA, 98660	148315	$315,949,895	1629	A percentage of AUM, Fixed fees, Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS)
MOMENTOUS WEALTH MANAGEMENT, INC. 300 E. 17th Street, Vancouver, WA, 98663	288429	$313,583,143	1049	A percentage of AUM, Fixed fees
GREAT NORTHERN ASSET MANAGEMENT, LLC 1111 Main Street, Suite 650 Vancouver, WA, 98660-2990	139457	$222,308,614	158	A percentage of AUM
UTA LLC 2800 Main Street, Vancouver, WA, 98663	315427	$186,732,601	257	A percentage of AUM, Hourly charges, Fixed fees
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC 1601 Officers Row, Vancouver, WA, 98661	157019	$185,905,738	540	A percentage of AUM, Hourly charges

Select other cities around Vancouver, Washington to broaden your search for a financial advisor

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Find The Best Financial Advisors in Vancouver, Washington

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

List of Qualified Financial Advisors in Vancouver, Washington

Matt Ebeling

Fort Vancouver Investment Management, LLC

Address

Edelman Financial Engines, LLC

Address

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

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

Find an Advisor
It's Fast, Free & Easy