Fee-OnlyFinder

Advisers in Yakima, WA

5 advisers in Yakima — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Retirement plan consulting (3)

All advisers

Alegria Asset Management1440 N. 16th Ave., #2 · Yakima, WA 98902 · (509) 248-7930 · Financial planningCRD 117125 · % of assets, Hourly charges · $39.2 million AUMState registeredNo commissions reportedCapital Advisors Wealth Management1104 North 35th Avenue · Yakima, WA 98902 · (509) 469-5030 · Financial planningCRD 309387 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedLeonard Rickey Investment Advisors, P.L.L.C.3908 Creekside Loop, Suite 100 · Yakima, WA 98902 · (509) 972-3686 · Financial planningCRD 116891 · % of assets, Hourly charges, Fixed fees · $958.1 million AUMSEC registeredNo commissions reportedSurience Private Wealth LLC402 E Yakima Ave, Suite 120 · Yakima, WA 98901 · (509) 853-1597 · Financial planningCRD 313055 · % of assets, Hourly charges · $124.0 million AUMSEC registeredNo commissions reportedTieton Capital Management4700 Tieton Drive, Suite C · Yakima, WA 98908 · (509) 965-6488 · % of assets managedCRD 135769 · % of assets · $314.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Yakima? 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.