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Financial planning in Vancouver, WA

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

All 20

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 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 reportedHelium 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 reported
James 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 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 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