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Financial planning in Spokane, WA

25 advisers in Spokane offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 25

917 Advisory Services LLC917 S Monroe St · Spokane, WA 99204 · (509) 328-5627 · Financial planningCRD 331476 · % of assets, Hourly charges · $167.5 million AUMSEC registeredNo commissions reportedApex Advisory Group, INC.624 W Hastings Rd, Suite 3 · Spokane, WA 99218 · (509) 624-5525 · Financial planningCRD 117183 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedChair Six Financial Planning, PLLC905 W. Riverside, Suite 201 · Spokane, WA 99201 · (509) 381-6026 · Financial planningCRD 282052 · Hourly charges, Fixed fees · $4.9 million AUMState registeredNo commissions reportedColumbia Advisory Partners, LLC6501 N Cedar Road, Building 4, Suite C · Spokane, WA 99208 · (509) 822-3850 · Financial planningCRD 171616 · % of assets, Hourly charges, Fixed fees · $312.6 million AUMSEC registeredNo commissions reportedFellowship Financial Planning502 W Riverside Ave, Suite 201 · Spokane, WA 99201 · (509) 473-9483 · Financial planningCRD 330347 · % of assets, Hourly charges · $465.3 million AUMSEC registeredNo commissions reportedFinancial Forum, INC.501 N Riverpoint Blvd., Ste 104 · Spokane, WA 99202 · (509) 458-5373 · Financial planningCRD 307740 · % of assets, Hourly charges · $285.8 million AUMSEC registeredNo commissions reportedFinn Wealth Management LLC8601 N Division Street, Suite C · Spokane, WA 99208 · (509) 508-1298 · Financial planningCRD 318774 · % of assets · $13.5 million AUMState registeredNo commissions reportedFortitude Financial LLC123 East 2nd Avenue · Spokane, WA 99202 · (509) 931-1199 · Financial planningCRD 313235 · % of assets, Hourly charges · $281.5 million AUMSEC registeredNo commissions reportedFreedom Asset Management605 E. Holland Ave., #215 · Spokane, WA 99218 · (509) 606-6676 · Financial planningCRD 335660 · % of assets · $142.0 million AUMSEC registeredNo commissions reportedFreedom Wealth Management LLC7307 N Division St, Ste 305 · Spokane, WA 99208 · (509) 359-9788 · Financial planningCRD 336097 · % of assets · $47.4 million AUMState registeredNo commissions reported
Inland Financial Planning605 E Holland Ave, Ste 115 · Spokane, WA 99218 · (509) 443-5917 · Financial planningCRD 315123 · % of assets, Hourly charges · $43.3 million AUMState registeredNo commissions reportedIntegrity Wealth Management, INC.202 East Spokane Falls Blvd., Suite 200 · Spokane, WA 99202 · (509) 315-9532 · Financial planningCRD 150103 · % of assets, Hourly charges, Fixed fees · $163.2 million AUMSEC registeredNo commissions reportedJmk & Associates, LLC102 East Main Street · Spokane, WA 99202 · (509) 703-7771 · Financial planningCRD 312760 · % of assets · $268.4 million AUMSEC registeredNo commissions reportedLodestone Wealth Management LLC9 S Washington St, Ste 211 · Spokane, WA 99201 · (509) 413-2386 · Financial planningCRD 151115 · % of assets, Fixed fees · $346.5 million AUMSEC registeredNo commissions reportedMb Gen Wealth111 S. Post Street, Suite 2250 · Spokane, WA 99201 · (509) 703-5715 · Financial planningCRD 327967 · % of assets · $404.4 million AUMSEC registeredNo commissions reportedNorthern Capital Management, INC.2700 South Southeast Boulevard, Suite 205 · Spokane, WA 99223 · (509) 456-2526 · Financial planningCRD 111379 · % of assets, Fixed fees, Other · $526.7 million AUMSEC registeredNo commissions reportedNorthwest Investment Advisors, INC9 S Washington St, Suite 210 · Spokane, WA 99201 · (509) 252-4140 · Financial planningCRD 109737 · % of assets, Hourly charges, Fixed fees · $45.3 million AUMState registeredNo commissions reportedNorthwest Planning Advisors LLC1 N. Monroe Street, Ste 202 · Spokane, WA 99201 · (509) 324-8835 · Financial planningCRD 297916 · % of assets, Hourly charges, Fixed fees · $30.2 million AUMState registeredNo commissions reportedQuantum Financial Planning Services, INC.720 W Boone Ave, Ste 100 · Spokane, WA 99201 · (509) 328-6653 · Financial planningCRD 115877 · % of assets, Hourly charges, Fixed fees · $727.2 million AUMSEC registeredNo commissions reportedRichards Merrill Wealth Management612 West Main Ave., the M Building Suite 201 · Spokane, WA 99201 · (509) 624-3174 · Financial planningCRD 713 · % of assets, Fixed fees · $643.6 million AUMSEC registeredNo commissions reportedSelkirk Wealth Advisors, LLC203 N Washington St, Suite 203 · Spokane, WA 99201 · (509) 270-2886 · Financial planningCRD 173605 · % of assets, Hourly charges, Fixed fees · $184.4 million AUMSEC registeredNo commissions reportedStewardship Concepts Financial Services LLC7307 N Division St Ste 205 · Spokane, WA 99208 · (509) 443-0845 · Financial planningCRD 330611 · % of assets, Hourly charges, Fixed fees · $174.6 million AUMSEC registeredNo commissions reportedUpfront Financial Planning, LLC203 N Washington St, Ste 200-I · Spokane, WA 99201 · (509) 214-0187 · Financial planningCRD 328638 · % of assets, Hourly charges, Fixed fees · $15.4 million AUMState registeredNo commissions reportedVickerman Investment Advisors, INC.4102 S Regal Street, Suite 202 · Spokane, WA 99223 · (509) 325-7610 · Financial planningCRD 313240 · % of assets · $632.3 million AUMSEC registeredNo commissions reportedVision Casting Financial Planning, LLC1124 West Riverside Avenue, Suite 305 · Spokane, WA 99201 · (509) 795-1718 · Financial planningCRD 313535 · % of assets, Hourly charges, Fixed fees · $14.4 million AUMState registeredNo commissions reported