Fee-OnlyFinder

Advisers in Kennewick, WA

4 advisers in Kennewick — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)

All advisers

Deleon Wealth LLC201 N Edison St., Suite 229 · Kennewick, WA 99336 · (208) 771-3916 · Financial planningCRD 334043 · % of assets, Fixed fees · $20.2 million AUMState registeredNo commissions reportedHfg Advisors, INC.8131 W. Grandridge Blvd, Suite 1 · Kennewick, WA 99336 · (509) 735-7507 · Financial planningCRD 316446 · % of assets, Hourly charges, Fixed fees · $113.4 million AUMSEC registeredNo commissions reportedMonson Wealth Management, INC.8503 W Clearwater Ave, Suite D · Kennewick, WA 99336 · (509) 628-1358 · Financial planningCRD 169857 · % of assets, Hourly charges, Fixed fees · $149.5 million AUMSEC registeredNo commissions reportedPetersen Hastings Wealth Advisors, INC.8203 W Quinault, Suite 101 · Kennewick, WA 99336 · (509) 735-0484 · Financial planningCRD 110952 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported
Talking to advisers in Kennewick? 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.