Fee-OnlyFinder

Advisers in Bellingham, WA

13 advisers in Bellingham — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (6)Flat / fixed fees (5)Retirement plan consulting (4)

All advisers

Baring Financial LLC1310 10th St, Suite 101 · Bellingham, WA 98225 · (360) 671-7257 · Financial planningCRD 173761 · % of assets · $210.3 million AUMSEC registeredNo commissions reportedBellingham Capital316 E McLeod Rd, Suite 105 · Bellingham, WA 98226 · (360) 685-4240 · Financial planningCRD 151684 · % of assets, Hourly charges · $149.2 million AUMSEC registeredNo commissions reportedCapstone Ria114 W Magnolia Street, Suite #444 · Bellingham, WA 98225 · (877) 739-6007 · Financial planningCRD 334343 · % of assets · $241.1 million AUMSEC registeredNo commissions reportedFinancial Plan, INC.11 Bellwether Way, Suite 301 · Bellingham, WA 98225 · (360) 714-1234 · Financial planningCRD 116073 · % of assets, Hourly charges · $1.6 billion AUMSEC registeredNo commissions reportedSaturna Capital Corporation1300 N State St. · Bellingham, WA 98225 · (360) 734-9900 · Financial planningCRD 25586 · % of assets, Fixed fees, Performance-based fees · $10.5 billion AUMSEC registeredNo commissions reportedSkyline Advisors, INC.405 32nd Street, Suite 201 · Bellingham, WA 98225 · (360) 671-1621 · Flat / fixed feesCRD 188511 · % of assets, Fixed fees · $386.5 million AUMSEC registeredNo commissions reportedStock Pro2219 Rimland Drive, Suite 301 · Bellingham, WA 98226 · (360) 778-2340 · % of assets managedCRD 285362 · % of assets, Other · $25.9 million AUMState registeredNo commissions reportedStreamline Advisory2219 Rimland Dr Suite 301 · Bellingham, WA 98226 · (360) 207-5200 · Financial planningCRD 335789 · % of assets, Hourly charges · $1.5 million AUMState registeredNo commissions reportedTradewinds Capital Management, LLC2211 Rimland Drive, Suite 401 · Bellingham, WA 98226 · (360) 715-9000 · Financial planningCRD 145934 · % of assets, Hourly charges, Fixed fees · $727.3 million AUMSEC registeredNo commissions reportedTrail Financial Planning LLC214 N Commercial St. · Bellingham, WA 98225 · (360) 399-6486 · Financial planningCRD 165063 · % of assets, Hourly charges · $117.3 million AUMSEC registeredNo commissions reported
Waycross Investment Management CO119 N Commercial St, Ste 191 · Bellingham, WA 98225 · (360) 671-0148 · Financial planningCRD 105034 · % of assets, Hourly charges · $252.4 million AUMSEC registeredNo commissions reportedWealthmark, LLC1329 N. State St, Suite 206 · Bellingham, WA 98225 · (360) 734-1323 · Financial planningCRD 144948 · % of assets, Fixed fees, Performance-based fees · $132.0 million AUMSEC registeredNo commissions reportedWest Invest1801 F Street · Bellingham, WA 98225 · (360) 738-6019 · Financial planningCRD 327641 · % of assets, Fixed fees · $304.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Bellingham? 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.