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Financial planning in Edmonds, WA

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

All 5

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 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 reported