Advisers in Mercer Island, WA

6 advisers in Mercer Island — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Dlk Investment Advisors, LLC7525 Se 24th Street, Suite 410 · Mercer Island, WA 98040 · (206) 203-0010 · Financial planningCRD 328897 · % of assets, Hourly charges · $140.7 million AUMSEC registeredNo commissions reported Goldbloom Wealth Management LLC7900 Se 28th Street, Suite 500 · Mercer Island, WA 98040 · (206) 528-2001 · Financial planningCRD 153678 · % of assets, Hourly charges, Fixed fees · $100.8 million AUMState registeredNo commissions reported Northwest Asset Management2835 82nd Avenue Se, Ste 100 · Mercer Island, WA 98040 · (206) 838-3680 · Financial planningCRD 147923 · % of assets, Hourly charges, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reported S. R. Schill & Associates, INC.2448 - 76th Ave Se, Suite 107 · Mercer Island, WA 98040 · (206) 275-2700 · Financial planningCRD 105864 · % of assets, Fixed fees · $143.1 million AUMSEC registeredNo commissions reported The Fauser Group, LLC3040 78th Ave Se, #591 · Mercer Island, WA 98040 · (206) 466-2542 · Financial planningCRD 282351 · % of assets · $314.5 million AUMSEC registeredNo commissions reported The Planner's Edge LLC2737 78th Avenue Se, Suite 103 · Mercer Island, WA 98040 · (206) 232-4500 · Financial planningCRD 114616 · % of assets, Hourly charges, Fixed fees · $178.7 million AUMSEC registeredNo commissions reported

Talking to advisers in Mercer Island? 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.