Fee-OnlyFinder

Advisers in Edmonds, WA

7 advisers in Edmonds — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (5)Retirement plan consulting (3)

All advisers

Harbour Investment Management L.L.C.152 3rd Ave S, Suite 103b · Edmonds, WA 98020 · (425) 742-1557 · Financial planningCRD 111166 · % of assets, Hourly charges, Fixed fees · $381.6 million AUMSEC registeredNo commissions reportedPacific Sage Partners, LLC505 5th Avenue South, Suite 104 · Edmonds, WA 98020 · (206) 533-0500 · Financial planningCRD 315663 · % of assets, Hourly charges, Fixed fees · $986.3 million AUMSEC registeredNo commissions reportedQuantca Financial123 2nd Ave S, Ste 230 Ofc 20 · Edmonds, WA 98020 · (302) 321-5022 · % of assets managedCRD 329324 · % of assets, Performance-based fees · $10,390 AUMSEC registeredNo commissions reportedSage Advisors, LLC115 2nd Avenue North, Suite 200 · Edmonds, WA 98020 · (206) 516-7991 · Financial planningCRD 301328 · % of assets, Fixed fees · $575.1 million AUMSEC registeredNo commissions reportedTfs Advisors, LLC100 2nd Ave S., Suite 300 · Edmonds, WA 98020 · (425) 776-0446 · Financial planningCRD 167653 · % of assets, Hourly charges, Fixed fees · $161.2 million AUMSEC registeredNo commissions reportedVan Ray Wealth Management120 West Dayton Street, Suite B-6 · Edmonds, WA 98020 · (425) 787-2400 · Financial planningCRD 304550 · % of assets, Hourly charges, Fixed fees · $14.0 million AUMState registeredNo commissions reportedZevenbergen Capital Investments LLC326 Admiral Way, Suite 200 · Edmonds, WA 98020 · (206) 682-8469 · % of assets managedCRD 128990 · % of assets, Other · $4.6 billion AUMSEC registeredNo commissions reported
Talking to advisers in Edmonds? 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.