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Financial planning in Yakima, WA

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

All 4

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 reported