Fee-OnlyFinder

Advisers in Issaquah, WA

5 advisers in Issaquah — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)Flat / fixed fees (3)

All advisers

Capital Partners Wealth Management605 E Sunset Way · Issaquah, WA 98027 · (425) 312-1515 · Financial planningCRD 291260 · % of assets, Hourly charges · $53.1 million AUMState registeredNo commissions reportedGevers Wealth Management5825 221st Place Se, Suite 102 · Issaquah, WA 98027 · (425) 902-4840 · Financial planningCRD 340092 · % of assets, Hourly charges, Fixed fees · $223.7 million AUMSEC registeredNo commissions reportedHighland Capital Advisors, LLC485 Rainier Blvd North, Suite 103 · Issaquah, WA 98027 · (800) 717-6180 · Flat / fixed feesCRD 139780 · % of assets, Fixed feesSEC registeredNo commissions reportedKirwin Financial LLC371 Ne Gilman Blvd, Suite 160 · Issaquah, WA 98027 · (425) 650-2400 · Financial planningCRD 314561 · % of assets, Hourly charges, Fixed fees · $1.6 million AUMState registeredNo commissions reportedSound Investment Advice, LLC55 1st Pl. Nw, Ste. 3 · Issaquah, WA 98027 · (425) 829-8255 · % of assets managedCRD 311872 · % of assets · $428,676 AUMState registeredNo commissions reported
Talking to advisers in Issaquah? 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.