Fee-OnlyFinder

Advisers in Olympia, WA

8 advisers in Olympia — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)

All advisers

Byrne & Company Wealth Management, LLC611 Columbia Street Nw, #2d · Olympia, WA 98501 · (360) 338-0645 · Financial planningCRD 160581 · % of assets, Hourly charges · $142.9 million AUMSEC registeredNo commissions reportedCapstone Investment Group2405 Evergreen Park Drive Sw Bldg a · Olympia, WA 98502 · (360) 570-9888 · Financial planningCRD 159918 · % of assets, Hourly charges · $342.7 million AUMSEC registeredNo commissions reportedGk Capital Partners219 Legion Way Sw, Suite 203-B · Olympia, WA 98501 · (360) 350-0765 · % of assets managedCRD 150604 · % of assets, Performance-based fees · $77.1 million AUMState registeredNo commissions reportedKiley Juergens Wealth Management, LLC2409 Pacific Ave Se · Olympia, WA 98501 · (360) 350-4747 · Financial planningCRD 151088 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedPrentice Financial Planning, LLC2407 Pacific Avenue, Suite a · Olympia, WA 98501 · (360) 754-0490 · Financial planningCRD 286565 · % of assets, Fixed fees · $97.3 million AUMState registeredNo commissions reportedSawston Wealth Management LLC1018 Capitol Way S, Suite 203 · Olympia, WA 98501 · (360) 464-2025 · Financial planningCRD 281222 · % of assets, Hourly charges · $45.3 million AUMState registeredNo commissions reportedSoundview Advisors1441 West Bay Drive, Suite 201 · Olympia, WA 98502 · (360) 867-9890 · Financial planningCRD 114437 · % of assets · $387.2 million AUMSEC registeredNo commissions reportedStapp Wealth Management, PLLC1800 Cooper Point Road Sw, Bldg #10 · Olympia, WA 98502 · (360) 754-8895 · Financial planningCRD 116553 · % of assets · $145.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Olympia? 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.