Advisers in Sequim, WA

2 advisers in Sequim — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Creative Retirement Planning, INC.334 W Washington St · Sequim, WA 98382 · (360) 582-9028 · Financial planningCRD 138274 · % of assets, Hourly charges, Fixed fees · $1.7 million AUMState registeredNo commissions reported Sound Financial Center LLC121 West Bell Street · Sequim, WA 98382 · (360) 683-4500 · % of assets managedCRD 125767 · % of assets · $99.6 million AUMState registeredNo commissions reported

Talking to advisers in Sequim? 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.