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Financial planning in Bellingham, WA

11 advisers in Bellingham offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 11

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 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 reportedWaycross 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