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Advisers in Kirkland, WA

12 advisers in Kirkland — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (8)Flat / fixed fees (6)

All advisers

Abacus Financial Planning11335 Ne 122nd Way, Suite 105 · Kirkland, WA 98034 · (425) 312-3621 · Financial planningCRD 314646 · % of assets, Hourly charges · $6.0 million AUMState registeredNo commissions reportedConcepts Financial Services, LLC10518 Ne 68th St, Bldg B, Suite 201 · Kirkland, WA 98033 · (425) 681-1715 · Financial planningCRD 305925 · % of assets, Hourly charges · $22.9 million AUMState registeredNo commissions reportedElite Wealth Management, INC.1014 Market Street, Suite 100 · Kirkland, WA 98033 · (425) 828-4300 · % of assets managedCRD 132122 · % of assets · $861.3 million AUMSEC registeredNo commissions reportedFive Cedars608 State St, Suite 100 L · Kirkland, WA 98033 · (425) 321-1234 · Financial planningCRD 319384 · % of assets, Hourly charges, Fixed fees · $22.9 million AUMState registeredNo commissions reportedGreystone Financial & Estate Services, INC.6725 116th Avenue Ne, Suite 150 · Kirkland, WA 98033 · (206) 352-9205 · % of assets managedCRD 318092 · % of assets · $117.1 million AUMSEC registeredNo commissions reportedKaizen Financial Advisors, LLC4030 Lake Washington Blvd, Suite 308 · Kirkland, WA 98033 · (425) 321-5800 · Financial planningCRD 155353 · % of assets, Hourly charges, Fixed fees · $283.7 million AUMSEC registeredNo commissions reportedMoss Bay Capital137 7th Ave W, Suite 202 · Kirkland, WA 98033 · (425) 283-7331 · % of assets managedCRD 299002 · % of assets, Performance-based fees · $6.4 million AUMState registeredNo commissions reportedPrevail Wealth Management520 Kirkland Way, Ste 201 · Kirkland, WA 98033 · (425) 448-1818 · Financial planningCRD 164532 · % of assets, Hourly charges, Fixed fees · $260.8 million AUMSEC registeredNo commissions reportedPrivate Asset Management INC4040 Lake Washington Blvd Ne, #305 · Kirkland, WA 98033 · (425) 213-1600 · Financial planningCRD 108815 · % of assets, Hourly charges, Fixed fees · $109.5 million AUMSEC registeredNo commissions reportedRobinswood Financial3425 Carillon Point, Building 3000, 4th Floor · Kirkland, WA 98033 · (452) 296-1611 · Financial planningCRD 143417 · % of assets, Hourly charges, Fixed fees · $453.2 million AUMSEC registeredNo commissions reported
Schmidt Financial Management3435 Carillon Point · Kirkland, WA 98033 · (425) 893-9195 · Financial planningCRD 328247 · % of assets · $497.5 million AUMSEC registeredNo commissions reportedSpg Advisors LLC11411 Ne 124th St, Suite 255 · Kirkland, WA 98034 · (425) 821-9442 · Financial planningCRD 284496 · % of assets, Hourly charges, Fixed fees · $535.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Kirkland? 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.