Fee-OnlyFinder

Advisers in Redmond, WA

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

All advisers

Firebrand Wealth Management, LLC8201 164th Ave Ne, Suite 238 · Redmond, WA 98052 · (206) 485-4000 · Financial planningCRD 292154 · % of assets, Hourly charges, Fixed fees · $78.9 million AUMState registeredNo commissions reportedPrivate Advisory16880 Ne 79th Street · Redmond, WA 98052 · (425) 498-2320 · Financial planningCRD 170043 · % of assets, Performance-based fees · $2.1 billion AUMSEC registeredNo commissions reportedThe Retirement Solution LLC18300 Redmond Way, Suite 250 · Redmond, WA 98052 · (425) 558-3700 · Financial planningCRD 148106 · % of assets, Hourly charges, Fixed fees · $699.4 million AUMSEC registeredNo commissions reportedTruvista Advisors LLC16275 Ne 85th Street, Suite a · Redmond, WA 98052 · (425) 242-0442 · Financial planningCRD 329785 · % of assets · $65.1 million AUMState registeredNo commissions reported
Talking to advisers in Redmond? 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.