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Financial planning in Kirkland, WA

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

All 9

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 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 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 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 reportedSchmidt 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