Fee-OnlyFinder

% of assets managed in Bellevue, WA

49 advisers in Bellevue offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 49

Aletheian Wealth Advisors LLC777 108th Ave Ne, Suite 2250 · Bellevue, WA 98004 · (425) 458-2840 · Financial planningCRD 304623 · % of assets, Fixed fees · $412.5 million AUMSEC registeredNo commissions reportedAsset One Wealth Management, LLC11201 Se 8th Street, Suite 105 · Bellevue, WA 98004 · (425) 504-8200 · Financial planningCRD 336350 · % of assets · $982.5 million AUMSEC registeredNo commissions reportedAsymmetric Advantage Capital Management, LLC40 Lake Bellevue, Suite 100 · Bellevue, WA 98005 · (425) 829-5395 · Financial planningCRD 157549 · % of assets, Hourly charges, Fixed fees · $51.4 million AUMState registeredNo commissions reportedAuxano Advisors10900 Ne 4th Street, Suite 1950 · Bellevue, WA 98004 · (425) 889-1261 · Financial planningCRD 145179 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedAvier Wealth Advisors10655 Ne 4th Street, Suite 500 · Bellevue, WA 98004 · (425) 467-1011 · Financial planningCRD 161077 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedAviso Wealth Management11900 Ne 1st St, Suite 300 · Bellevue, WA 98005 · (877) 633-1210 · Financial planningCRD 108146 · % of assets, Hourly charges, Fixed fees · $621.3 million AUMSEC registeredNo commissions reportedB3 Wealth Strategies11245 Se 6th Street, Building B, Suite 120 · Bellevue, WA 98004 · (425) 974-1145 · % of assets managedCRD 300689 · % of assets · $35.8 million AUMSEC registeredNo commissions reportedBasecamp Wealth Advisors, LLC10900 Ne 8th Street, #1620 · Bellevue, WA 98004 · (425) 553-0031 · Financial planningCRD 334018 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedBellevue Asset Management, LLC11400 Se 8th Street, Suite 270 · Bellevue, WA 98004 · (425) 289-1041 · Financial planningCRD 129194 · % of assets, Hourly charges, Fixed fees · $393.7 million AUMSEC registeredNo commissions reportedBoone Wealth Advisors, LLC500 108th Ave Ne, Suite 1840 · Bellevue, WA 98004 · (425) 462-6406 · Financial planningCRD 116682 · % of assets, Hourly charges, Fixed fees · $506.8 million AUMSEC registeredNo commissions reported
Capital Planning, LLC10900 Ne 4th Street, Suite 2300 · Bellevue, WA 98004 · (425) 643-1800 · Financial planningCRD 169470 · % of assets, Hourly charges, Fixed fees · $617.7 million AUMSEC registeredNo commissions reportedCercano Management LLC1110 112th Avenue Ne, Suite 202 · Bellevue, WA 98004 · (425) 371-7500 · Financial planningCRD 315897 · % of assets, Hourly charges, Fixed fees · $7.3 billion AUMSEC registeredNo commissions reportedColdstream Wealth ManagementOne - 100th Avenue Ne, Suite 102 · Bellevue, WA 98004 · (425) 283-1600 · Financial planningCRD 108805 · % of assets, Hourly charges, Fixed fees · $13.9 billion AUMSEC registeredNo commissions reportedConsilio Wealth Advisors, LLC500 108th Avenue Ne, Suite 1100 · Bellevue, WA 98004 · (206) 533-3670 · Financial planningCRD 314466 · % of assets, Fixed fees · $555.8 million AUMSEC registeredNo commissions reportedEmerald Advisors, LLC3055 112th Ave Ne, Suite 206 · Bellevue, WA 98004 · (425) 458-3853 · Financial planningCRD 305125 · % of assets, Fixed fees · $941.4 million AUMSEC registeredNo commissions reportedEvans Capital Management Associates3535 Factoria Blvd Se, Suite 120 · Bellevue, WA 98006 · (425) 455-0501 · Financial planningCRD 110699 · % of assets, Hourly charges, Fixed fees · $682.6 million AUMSEC registeredNo commissions reportedEvergreen Capital Management LLC1412 112th Ave Ne, Suite 100 · Bellevue, WA 98004 · (425) 467-4600 · Financial planningCRD 104931 · % of assets, Fixed fees, Performance-based fees · $7.2 billion AUMSEC registeredNo commissions reportedForesee Wealth Advisors10900 Ne 4th St, Suite 2300 · Bellevue, WA 98004 · (425) 943-6875 · Financial planningCRD 333296 · % of assets, Hourly charges, Fixed fees · $146.0 million AUMSEC registeredNo commissions reportedFortis Capital Management LLC3600 136th Pl Se, Suite 270 · Bellevue, WA 98006 · (425) 453-5010 · Financial planningCRD 172198 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedFulcrum Wealth Advisors, LLC10940 Ne 33rd Place, Suite 210 · Bellevue, WA 98004 · (425) 250-6280 · Financial planningCRD 169277 · % of assets, Hourly charges, Fixed fees · $208.0 million AUMSEC registeredNo commissions reportedIntegrated Quantitative Investments LLC13555 Se 36th Ave Se Suite 100 · Bellevue, WA 98006 · (617) 686-2008 · % of assets managedCRD 310106 · % of assets · $844.8 million AUMSEC registeredNo commissions reportedIntegrated Wealth Advisors, LLC500 108th Ave Ne, #1100 · Bellevue, WA 98004 · (425) 818-0717 · Financial planningCRD 314575 · % of assets, Hourly charges, Fixed fees · $122.4 million AUMSEC registeredNo commissions reportedIntirety, LLC10900 Ne 4th Street, Suite 2300 · Bellevue, WA 98004 · (425) 505-0400 · Financial planningCRD 306315 · % of assets, Hourly charges, Fixed fees · $100.0 million AUMState registeredNo commissions reportedJohnson & Shute Investment Advisors, INC.11808 Northup Way, Suite 300 · Bellevue, WA 98005 · (425) 615-6808 · % of assets managedCRD 116667 · % of assets · $137.3 million AUMSEC registeredNo commissions reportedKairos Capital Management, LLC365 118th Ave Se, #118 · Bellevue, WA 98005 · (425) 449-8665 · % of assets managedCRD 150342 · % of assets · $105.9 million AUMSEC registeredNo commissions reportedKanno Capital14205 Se 36th Street, Suite 100 · Bellevue, WA 98006 · (206) 251-8942 · Financial planningCRD 308060 · % of assets, Hourly charges, Fixed fees · $44.2 million AUMState registeredNo commissions reportedLeverage Planners Wealth Management, LLC310 120th Ave Ne, Suite 205 · Bellevue, WA 98005 · (425) 223-4520 · Financial planningCRD 288599 · % of assets, Hourly charges · $21.1 million AUMState registeredNo commissions reportedMaclachlan Wealth Management800 Bellevue Way Ne, Suite 500 · Bellevue, WA 98004 · (206) 409-4755 · Financial planningCRD 298927 · % of assets, Fixed fees · $101.7 million AUMState registeredNo commissions reportedMainsail Financial Group11245 Se 6th Street, Suite 140 · Bellevue, WA 98004 · (425) 502-7693 · Financial planningCRD 317970 · % of assets, Fixed fees · $403.9 million AUMSEC registeredNo commissions reportedMarsjewett Financial Group11235 Se 6th Street, Suite 110 · Bellevue, WA 98004 · (425) 289-5000 · Financial planningCRD 297388 · % of assets, Fixed fees · $901.4 million AUMSEC registeredNo commissions reportedMartos Wealth Management14205 Se 36th St, Suite 100 · Bellevue, WA 98006 · (206) 746-9295 · Financial planningCRD 333128 · % of assets, Fixed fees · $11.6 million AUMState registeredNo commissions reportedMellor & Associates LLC14205 Se 36th St, Suite 100 · Bellevue, WA 98006 · (425) 827-2527 · % of assets managedCRD 117233 · % of assets · $22.0 million AUMState registeredNo commissions reportedNext Steps Advisors, INC.14205 Se 36th St, Ste 100 · Bellevue, WA 98006 · (425) 649-1155 · Financial planningCRD 301389 · % of assets · $43.0 million AUMState registeredNo commissions reportedOpal Advisors3150 Richards Road, Suite 240 · Bellevue, WA 98005 · (425) 835-3276 · Financial planningCRD 164014 · % of assets, Performance-based fees · $174.0 million AUMSEC registeredNo commissions reportedPacific Financial Advisors11400 Se 8th Av Se, Suite 460 · Bellevue, WA 98004 · (425) 458-3292 · Financial planningCRD 154160 · % of assets · $110.2 million AUMSEC registeredNo commissions reportedParcion Private Wealth LLC11980 Ne 24th St, Suite 210 · Bellevue, WA 98005 · (425) 278-9555 · Financial planningCRD 305115 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedPaul R. Ried Financial Group, LLC10801 Main Street, Suite 201 · Bellevue, WA 98004 · (425) 646-6777 · Financial planningCRD 297284 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedPrivate Wealth Management Solutions, LLC11232 Ne 15th Street, Suite 100 · Bellevue, WA 98004 · (425) 896-7617 · Financial planningCRD 167564 · % of assets, Hourly charges · $43.7 million AUMState registeredNo commissions reportedRain Dog Financial330 112th Ave Ne, Ste 300 · Bellevue, WA 98004 · (425) 440-8777 · Financial planningCRD 328633 · % of assets, Fixed fees · $18.8 million AUMState registeredNo commissions reportedRare Wolf Capital LLC10900 N.e. 4th Street, Ste 2300 · Bellevue, WA 98004 · (206) 659-8704 · Financial planningCRD 334465 · % of assets · $179.6 million AUMSEC registeredNo commissions reportedScs10900 Ne 8th Street, 15th Floor - Suite 1550 · Bellevue, WA 98004 · (425) 452-1222 · Financial planningCRD 310849 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedSnider Financial Group12505 Bel-Red Road, Suite 200 · Bellevue, WA 98005 · (425) 453-7080 · Financial planningCRD 117392 · % of assets, Hourly charges, Fixed fees · $549.7 million AUMSEC registeredNo commissions reportedSteward Capital LLC.10900 Ne 8th St, Suite 800 · Bellevue, WA 98004 · (425) 818-2231 · Financial planningCRD 283480 · % of assets, Hourly charges, Fixed fees · $60.7 million AUMState registeredNo commissions reportedTalbot Financial, LLC10500 Ne 8th Street, #1700 · Bellevue, WA 98004 · (425) 533-0797 · % of assets managedCRD 155162 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedThome Financial1420 156th Ave Ne, Suite G · Bellevue, WA 98007 · (206) 219-0521 · Financial planningCRD 129190 · % of assets, Hourly charges · $53.7 million AUMState registeredNo commissions reportedThreadline Wealth10900 Ne 8th St, Ste 305 · Bellevue, WA 98004 · (425) 650-9500 · Financial planningCRD 108917 · % of assets, Hourly charges, Fixed fees · $5.8 billion AUMSEC registeredNo commissions reportedTruewealth Financial Partners11400 Se 8th Street, Suite 225 · Bellevue, WA 98004 · (425) 615-7360 · Financial planningCRD 316079 · % of assets, Fixed fees · $273.7 million AUMSEC registeredNo commissions reportedTschetter Group2155 112th Ave Ne · Bellevue, WA 98004 · (425) 998-9960 · Financial planningCRD 301548 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedWaterrock Global Asset Management29 148th Ave Se · Bellevue, WA 98007 · (425) 698-1463 · Financial planningCRD 151309 · % of assets, Hourly charges, Fixed fees · $73.1 million AUMState registeredNo commissions reported