Fee-OnlyFinder

Advisers in Vancouver, WA

23 advisers in Vancouver — 23 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (20)Hourly fees (15)Flat / fixed fees (11)Retirement plan consulting (7)

All advisers

Advisor Share Wealth Management, LLC13215 Se Mill Plain Blvd, Suite C8-321 · Vancouver, WA 98684 · (866) 232-3251 · Financial planningCRD 307997 · % of assets, Hourly charges, Fixed fees · $376.9 million AUMSEC registeredNo commissions reportedAllen Capital Management, LLC701 Columbia St, Ste 104 · Vancouver, WA 98660 · (503) 292-1041 · % of assets managedCRD 135147 · % of assets · $200.0 million AUMSEC registeredNo commissions reportedAmbassador Wealth Management, LLC7720 Ne Vancouver Mall Drive, Suite 100 · Vancouver, WA 98662 · (360) 314-6323 · Financial planningCRD 167064 · % of assets, Hourly charges · $89.9 million AUMState registeredNo commissions reportedBaker Ellis Asset Management LLC805 Broadway St., Suite 400 · Vancouver, WA 98660 · (503) 227-5778 · Financial planningCRD 121802 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedCairn Investment Group500 Broadway Street, Suite 480 · Vancouver, WA 98660 · (503) 241-4901 · Financial planningCRD 143601 · % of assets, Hourly charges, Fixed fees · $385.0 million AUMSEC registeredNo commissions reportedColumbia River Financial Group16701 Se McGillivray Blvd.,, #250 · Vancouver, WA 98683 · (360) 335-3350 · Financial planningCRD 288539 · % of assets · $194.8 million AUMSEC registeredNo commissions reportedDelphi Advisers7018 Ne 40th Ave Ste 101 · Vancouver, WA 98661 · Financial planningCRD 304593 · % of assets, Hourly charges, Fixed fees · $33.1 million AUMState registeredNo commissions reportedFirst Pacific Financial, INC.610 Esther Street, Suite 100 · Vancouver, WA 98660 · (360) 254-2585 · Financial planningCRD 284736 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedFort Vancouver Investment Management, LLC1601 Officers Row · Vancouver, WA 98661 · (360) 823-0477 · Financial planningCRD 157019 · % of assets, Hourly charges · $237.1 million AUMSEC registeredNo commissions reportedHarlow Wealth Management, INC.400 East Mill Plain Blvd., Suite 200 · Vancouver, WA 98660 · (360) 573-2522 · Financial planningCRD 148315 · % of assets, Fixed fees, Other · $419.4 million AUMSEC registeredNo commissions reported
Helium Advisors LLC222 Ne Park Plaza Dr, Park Tower III, Suite 116 · Vancouver, WA 98684 · (425) 214-1533 · Financial planningCRD 282356 · % of assets, Hourly charges, Fixed fees · $233.8 million AUMSEC registeredNo commissions reportedJames R. Martin Consulting, INC1111 Main St. Suite 612 · Vancouver, WA 98660 · (360) 567-1822 · Financial planningCRD 109542 · % of assets, Other · $442.7 million AUMSEC registeredNo commissions reportedJohnson Bixby275 West Third Street, Suite 600 · Vancouver, WA 98660 · (360) 695-1795 · Financial planningCRD 310839 · % of assets, Hourly charges, Fixed fees · $933.7 million AUMSEC registeredNo commissions reportedMarram Investment Management, LLC1220 Main Street, Suite 400 · Vancouver, WA 98660 · (503) 575-9022 · % of assets managedCRD 155821 · % of assets, Performance-based fees · $48.2 million AUMState registeredNo commissions reportedMartel Wealth Advisors, LLC2001 Se Columbia River Drive, Ste 200 · Vancouver, WA 98661 · (360) 694-9940 · Financial planningCRD 296896 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedMiddleton & Company1111 Main Street, Suite 630 · Vancouver, WA 98660 · (360) 524-3517 · Financial planningCRD 284996 · % of assets, Hourly charges · $131.3 million AUMSEC registeredNo commissions reportedMomentous Wealth Management, INC.300 E. 17th Street · Vancouver, WA 98663 · (360) 597-4570 · Financial planningCRD 288429 · % of assets, Fixed fees · $409.9 million AUMSEC registeredNo commissions reportedMy Personal Cfo, LLC1220 Main Street, Suite 400 · Vancouver, WA 98660 · (503) 912-2090 · Financial planningCRD 299424 · % of assets, Hourly charges · $365.1 million AUMSEC registeredNo commissions reportedRidinger Wealth Management, LLC201 Ne Park Plaza Dr, Suite 200 · Vancouver, WA 98684 · (503) 332-0797 · Hourly feesCRD 321166 · % of assets, Hourly charges, Fixed fees · $61.7 million AUMState registeredNo commissions reportedSfm Financial Advisors LLC10000 Ne 7th Ave, Ste 330-I · Vancouver, WA 98685 · (360) 573-0641 · Financial planningCRD 286042 · % of assets, Hourly charges, Fixed fees · $11.0 million AUMState registeredNo commissions reportedSloy, Dahl & Holst, LLC1220 Main Street, Suite 400 · Vancouver, WA 98660 · (503) 248-9800 · Financial planningCRD 110102 · % of assets, Hourly charges, Performance-based fees · $1.8 billion AUMSEC registeredNo commissions reportedSynergy Asset Management, LLC13215 Se Mill Plain Blvd, Suite C8-321 · Vancouver, WA 98684 · (206) 386-5455 · Financial planningCRD 117201 · % of assets, Hourly charges, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedUta LLC2800 Main Street · Vancouver, WA 98663 · (360) 360-0344 · Financial planningCRD 315427 · % of assets, Hourly charges, Fixed fees · $214.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Vancouver? 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.