Fee-OnlyFinder

Advisers in Walla Walla, WA

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

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Fondahn Financial860 S. 2nd Avenue, Suite B · Walla Walla, WA 99362 · (509) 540-4576 · Financial planningCRD 329680 · % of assets, Hourly charges, Fixed fees · $50,000 AUMState registeredNo commissions reportedLifefocus Financial Advisors, LLC420 Wellington Ave, Suite 101 · Walla Walla, WA 99362 · (509) 526-4521 · Financial planningCRD 136020 · % of assets, Hourly charges, Fixed fees · $103.5 million AUMSEC registeredNo commissions reportedWalla Walla Wealth Advisors117 E. Rose St. · Walla Walla, WA 99362 · (509) 525-6307 · Financial planningCRD 335162 · % of assets · $16.0 million AUMState registeredNo commissions reported
Talking to advisers in Walla Walla? 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.