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Advisers in Tacoma, WA

11 advisers in Tacoma — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (4)Flat / fixed fees (4)% of assets managed (10)Retirement plan consulting (7)

All advisers

Anchor Financial6004 Westgate Blvd., Suite 120 · Tacoma, WA 98406 · (888) 824-0327 · % of assets managedCRD 310081 · % of assets, Other · $5.7 million AUMState registeredNo commissions reported Columbia River Advisors1927 Dock Street · Tacoma, WA 98402 · (253) 589-1401 · Financial planningCRD 154571 · % of assets, Hourly charges · $191.1 million AUMSEC registeredNo commissions reported Equal Path Investments539 Broadway, #J1 · Tacoma, WA 98402 · (253) 254-8354 · Financial planningCRD 329289 · Fixed fees · $23.3 million AUMState registeredNo commissions reported Financial Insights Wealth Management1551 Broadway, Suite 600 · Tacoma, WA 98402 · (253) 627-6010 · Financial planningCRD 108797 · % of assets, Hourly charges · $746.7 million AUMSEC registeredNo commissions reported Gould Capital, LLC2323 N 31st Street, Ste 100 · Tacoma, WA 98403 · (253) 272-9898 · Hourly feesCRD 300609 · % of assets, Hourly charges, Fixed fees · $175.2 million AUMSEC registeredNo commissions reported Mkt and Associates LLC110 S. 9th St., Suite 310 · Tacoma, WA 98402 · (253) 252-2359 · Financial planningCRD 329889 · % of assets, Hourly charges · $378.7 million AUMSEC registeredNo commissions reported Penny Lane Wealth Management, LLC1804 W. Union Ave., Suite 202 · Tacoma, WA 98405 · (253) 227-1951 · Financial planningCRD 318918 · % of assets, Fixed fees · $18.9 million AUMState registeredNo commissions reported Portfolio Strategies INC621 Pacific Avenue Suite 15 · Tacoma, WA 98402 · (253) 383-1676 · % of assets managedCRD 104685 · % of assets · $50.2 million AUMSEC registeredNo commissions reported Rainier Family Wealth, INC.1102 Broadway Suite 312 · Tacoma, WA 98402 · (253) 448-2107 · Financial planningCRD 332062 · % of assets · $331.5 million AUMSEC registeredNo commissions reported Seneschal Family Office2323 N. 30th Street, Suite 200 · Tacoma, WA 98403 · (253) 460-3430 · Financial planningCRD 131618 · % of assets, Fixed fees · $301.3 million AUMSEC registeredNo commissions reported Stolz & Associates, Ps3102 Ruston Way, Suite a · Tacoma, WA 98402 · (253) 272-3441 · Financial planningCRD 117216 · % of assets · $282.2 million AUMSEC registeredNo commissions reported

Talking to advisers in Tacoma? 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.