Fee-OnlyFinder

Advisers in Spokane Valley, WA

3 advisers in Spokane Valley — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Demars Financial Group LLC420 N Evergreen, Ste 300 · Spokane Valley, WA 99216 · (509) 536-9556 · Financial planningCRD 116257 · % of assets, Hourly charges · $374.0 million AUMSEC registeredNo commissions reportedMoulton Wealth Management, INC420 N Evergreen Rd., Suite 100 · Spokane Valley, WA 99216 · (509) 922-3110 · Financial planningCRD 304598 · % of assets · $159.7 million AUMSEC registeredNo commissions reportedPacific Wealth Advisory, LLC12121 E Broadway Ave, Bldg 5a · Spokane Valley, WA 99206 · (509) 413-1764 · Financial planningCRD 297657 · % of assets, Hourly charges · $21.4 million AUMState registeredNo commissions reported
Talking to advisers in Spokane Valley? 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.