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.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > washington > vancouver

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 3 vetted financial advisors and 19 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 18 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

Mark Sharp

Mark Sharp Retirement

800-622-1045

Address

818 SW 3rd Ave # 221-1228,
Portland, OR 97204 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	$1,100,167,822	3303	A Percentage of AUM, Hourly charges, Fixed Fees
SLOY, DAHL & HOLST, LLC 1220 Main Street, Suite 400 Vancouver, WA, 98660	110102	$944,230,557	923	A Percentage of AUM, Hourly charges, Performance Based
MARTEL WEALTH ADVISORS INC 2001 Se Columbia River Drive, Ste 100 Vancouver, WA, 98661	296896	$897,153,049	2698	A Percentage of AUM
BAKER ELLIS ASSET MANAGEMENT LLC 805 Broadway St., Suite 400 Vancouver, WA, 98660	121802	$750,600,425	325	A Percentage of AUM
JOHNSON BIXBY 275 West Third Street, Suite 600 Vancouver, WA, 98660	310839	$590,749,395	1936	A Percentage of AUM, Hourly charges, Fixed Fees
JAMES R. MARTIN CONSULTING, INC 1111 Main St. Suite 612, Vancouver, WA, 98660	109542	$400,399,240	704	A Percentage of AUM, Other (SOME ARE FREE)
CAIRN INVESTMENT GROUP 500 Broadway Street, Suite 480 Vancouver, WA, 98660	143601	$290,627,773	768	A Percentage of AUM
MOMENTOUS WEALTH MANAGEMENT, INC. 300 E. 17th Street, Vancouver, WA, 98663	288429	$261,751,112	992	A Percentage of AUM, Fixed Fees
HARLOW WEALTH MANAGEMENT, INC. 400 East Mill Plain Blvd., Suite 200 Vancouver, WA, 98660	148315	$254,194,839	1563	A Percentage of AUM, Fixed Fees, Commission Based, Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS)
GREAT NORTHERN ASSET MANAGEMENT, LLC 1111 Main Street, Suite 650 Vancouver, WA, 98660-2990	139457	$217,798,560	165	A Percentage of AUM
MY PERSONAL CFO, LLC 1220 Main Street, Suite 400 Vancouver, WA, 98660	299424	$196,194,676	308	A Percentage of AUM, Hourly charges
ALLEN CAPITAL MANAGEMENT, LLC 701 Columbia St, Ste 104, Vancouver, WA, 98660	135147	$157,746,622	177	A Percentage of AUM
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC 1601 Officers Row, Vancouver, WA, 98661	157019	$149,219,143	538	A Percentage of AUM, Hourly charges
COLUMBIA RIVER FINANCIAL GROUP 16701 Se Mcgillivray Blvd.,, #250 Vancouver, WA, 98683	288539	$119,808,641	515	A Percentage of AUM, Fixed Fees
LEADER CAPITAL CORP. 315 W. Mill Plain Blvd., Suite 204 Vancouver, WA, 98660	46206	$119,231,977	2	A Percentage of AUM

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

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

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

Mark Sharp

Mark Sharp Retirement

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