Fee-OnlyFinder

Advisers in Bainbridge Island, WA

3 advisers in Bainbridge Island — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Agate Pass Investment, LLC400 Winslow Way East, Suite 220 · Bainbridge Island, WA 98110 · (206) 842-5770 · Financial planningCRD 155049 · % of assets · $336.0 million AUMSEC registeredNo commissions reportedBrackenwood Capital Management, LLC175 Parfitt Way Sw, #N220 · Bainbridge Island, WA 98110 · (206) 446-0157 · Financial planningCRD 135478 · % of assets, Hourly charges · $126.6 million AUMSEC registeredNo commissions reportedHidden Cove Wealth Management249 Winslow Way East, Suite 100 · Bainbridge Island, WA 98110 · (206) 397-4890 · Financial planningCRD 318677 · % of assets, Hourly charges, Fixed fees · $403.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Bainbridge Island? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.