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A
" has been my financial planner since early 2008 when I was looking for a fee-only planner. My first pick of a CFP had too many clients and" he pointed me to . I hired to determine when I could retire, and how to arrange my investments to meet that goal. He provided a financial plan with explicit advice regarding what stocks/funds to sell and which to buy, taking into account taxable vs non-taxable. The plan was delivered in the form of a binder with many charts of projections of investment gains, income, expenses, and details regarding what to do when (pre and post retirement). favors Vanguard funds because of no load and low cost, but will include existing investments into the plan when instructed. The advice includes what mix of stock vs bonds, domestic vs international, and large/small/risk profiles. He gives his advice, then it is up to you if you want to implement it or not. I took most of his advice, and ended up saving many thousands of dollars in the 2008 melt-down. Since then I have gone back every 8 months or so for help in re-balancing or re-running the retirement model. The initial work of a complete financial plan cost roughly 1% of my overall holdings. My most recent visit was for re-balancing and re-running of the retirement model and that cost $850. He provides a not-to-exceed estimate in advance of any work he does. I am extremely satisfied with his work, and intent to continue to use his services as long as he is available.

-Jonica K.

A
"We met with twice - once to discuss our financial objectives and goals and then again to review his recommendations. We couldn't have" been happier with our experience. He was extremely helpful and professional and walked us through each step of our financial plan, answering all questions along the way. We felt very comfortable working with him and will confidently enact his recommendations. We look forward to working with him again in the future as our goals change.

-AMBER C.

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Financial Advising reviews in Seattle

A

Rating
He met with me for approximately 90 minutes to review my financial history, goals, and expectations. This initial meeting was free of charge. He then provided me with an estimate for his services, and outlined expectations. We met again about 4 weeks later to review his recommendations. He addressed my concerns regarding saving plans versus repayment ...More of debt (I am still paying off significant student loans), as well as security issues such as life insurance. I also had recently inherited several investments, and he helped guide me through this. At the end, he gave me a full written summary of his recommendations, and a step-by-step guide on the mechanics of setting up these recommendations. He was very low-pressure, which I appreciated, and as he is not affiliated with a bank or brokerage, he does not pressure you to buy a particular product. He works solely as an adviser, not a manager, so you will still have to do paperwork yourself, but, he was very clear in explaining how to navigate this, which made it less intimidating to me. Because he does not manage money, he charges by the hour, not by the percentage. This meant a greater initial payment, but over time I anticipate this will actually save me money (as I will still be paying a set hourly rate, even when my portfolio grows). Much of his advise was common sense advise; however, for someone like me who dislikes dealing with financial matters, the process of sitting down and reviewing everything was worth the price. He also advised a yearly consultation, which he estimate would take 1-2 hours of billable time.
- John M.
A

Rating
is a very solid advisor who has been able to grow our money and not loose it, like all of the other ones. He will give you really good advice if you need it, and he will tell you when you are about to loose your money before it even happens. We really enjoy working with him! I think he is the best around!
- Matthew G.
A

Rating
Absolutely excellent, unbiased advice. is a "fee only" financial planner meaning that he charges his clients by the hour for his expertise. **He is not associated with any financial services company and does not get a commission, kick back or other compensation for guiding you to particular investments.** Planners who ...More work for a bank or financial firm will steer you toward investments that company sells, but is a fiduciary (meaning he is required by law to work in your best interests), so he will pick the best investments he is aware of regardless of the company that offers them. He can help you with the "big picture" or provide specific advise on particular questions. Visit his website if you want to learn more about what he does, how he does it, etc.
- ANTHONY G.
A

Rating
These guys are great. Highly recommended. They are fast, efficient, thorough, accurate and very easy to talk to if you have any questions. They worked well for my trading, and should work for others.
- JON M.
A

Rating
did a complete review of all finances, made a summary and gave us her recommendations on how to make our money last longer than our lives. She did a stellar job of pulling everything together and explaining what we need to do. I have never received a more useful service. She was very patient with out questions. I can't ...More recommend the company and in particular more highly.


- KATHERINE K.

Financial Advisors in Seattle

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

520 PIKE ST
Seattle

A Street Investments

219 Legion Way SW, Suite 203-B
Olympia

ABBA ACCOUNTING MORTGAGE BNKNG

10603 4TH AVE W
Everett

Accelerated Benefits

5880 Venture Drive

Accounting Resource USA

PO Box 362
Kirkland

AGP Wealth Management

126 Wells Ave S.
Renton

All About Simplifying

Lake Forest Park

Allegiant Group Inc

189 W Clarkston Rd

American Mortgage Inc

14450 NE 29th Pl # 101
Bellevue

ARNOLD FINANCIAL SVC

1200 WESTLAKE AVE N
Seattle

ASG Oil & Gas Solutions, LLC

15515 SE 178th Place
Renton

AXA Advisors LLC

10500 NE 8TH ST
Bellevue

Azure Bail Bonds Seattle

234 S Royal Brougham Way
Seattle

Balance Financial

1800 112th Ave NE
Bellevue

Balance Financial Planning

755 south Tyler st

Bank of America Home Loans

800 5th Ave FL 16
Seattle

BANK OF AMERICA MORTGAGE

10500 NE 8TH ST
Bellevue

Basilica Wealth Management

755 Winslow Way E
Bainbridge Island

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Bright Debt Consolidation

1208 South Jackson Street

BROADMARK CAPITAL

600 University St Ste 1800
Seattle

Bruce Hubbard

2101 Fourth Ave
Seattle

BUCKINGHAM GROUP

20205 144th Ave Northeast
Woodinville

Business Guardian

14938 Terra View St SE
Yelm

CAPSTAN CORP

800 5TH AVE
Seattle

Cash Advance Seattle

1113 3rd Ave
Seattle

Charlie Foster - COUNTRY Financial

16821 SE McGillivray Blvd
Vancouver

Chuck McFarland State Farm Insurance

9776 Holman Road NW
Seattle

Cobalt Mortgage

10900 NE 4th St
Bellevue

College Funding Solutions

PO Box 15722
Seattle

Cornerstone Financial Group

1201 Monster Rd #320
Renton

DOCUMENT RESEARCH ASSOCIATES - CPA FIRM

2606 2nd AVENUE - #524
Seattle

DOUBLE D FINANCIAL

30682 MILITARY RD S
Auburn

Doug Jones State Farm Insurance

124 4th Ave S Ste 210
Kent

Dr Quick Books Inc

2304 NE 89th St
Seattle

Duitsman Financial Inc

4314 148th Stree SE STE 102
Mill Creek

EDWARD JONES

5000 30TH AVE NE
Seattle

EDWARD JONES

3304 E SPRING ST
Seattle

EDWARD JONES

7650 SE 27th St Ste 110
Mercer Island

EDWARD JONES

6200 PHINNEY AVE N
Seattle

EDWARD JONES

503 N 36TH ST
Seattle

EDWARD JONES

5600 KIRKWOOD PL N
Seattle

EDWARD JONES

5244 50TH AVE NE
Seattle

EDWARD JONES

5660 24th Ave NW
Seattle

EDWARD JONES

200 ROY ST
Seattle

EDWARD JONES

3121 E MADISON ST
Seattle

EDWARD JONES

339 NE Thornton Pl
Seattle

EDWARD JONES

2319 CALIFORNIA AVE SW
Seattle

EDWARD JONES

4054 California Ave SW Ste 100
Seattle

EDWARD JONES

8327 15TH AVE NW
Seattle

EDWARD JONES

1900 W EMERSON PL
Seattle

EDWARD JONES

3104 NE 123RD ST
Seattle

EDWARD JONES

11321 PINEHURST WAY NE
Seattle

EDWARD JONES

14300 GREENWOOD AVE N
Seattle

EDWARD JONES

6041 CALIFORNIA AVE SW
Seattle

EDWARD JONES

1414 31ST AVE S
Seattle

EDWARD JONES

140 Lakeside Ave
Seattle

EDWARD JONES

19655 1ST AVE S
Seattle

EDWARD JONES

144 SW 153RD ST
Seattle

EDWARD JONES

14400 AMBAUM BLVD SW
Seattle

Edward Jones

45 Front St N
Issaquah

Edward Jones - Jeffery C. Pleet, CLU, ChFC

630 SE Midway Blvd
Oak Harbor

Edward Jones Investments

2304 24th Ave E
Seattle

Empirical Wealth Management

1420 Fifth Ave
Seattle

Express Loan Services

40910 Dorman Rd
Gold Bar

F.A.T. Freedom

4/41 Meinzinger Ave.

FIDELITY INVESTMENTS

601 UNION ST
Seattle

FIDELITY INVESTMENTS

3355 S 120TH PL
Seattle

FIDELITY INVESTMENTS

1518 6TH AVE
Seattle

FINANCIAL ARCHITECTS

16275 NE 85TH ST
Redmond

FINANCIAL NETWORK INVESTMENT

605 1ST AVE
Seattle

FINRA

601 UNION ST
Seattle

FIRST HORIZON HOME LOANS

1700 WESTLAKE AVE N
Seattle

First Investors

14900 Interurban Ave S Ste 201
Seattle

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410
Spokane

Fortiphi Financial

1200 5th Ave Ste 1100
Seattle

Freyman CPA, P.C.

57 Washington Ave

Goddard Financial Planning

1200 Westlake Avenue North
Seattle

GOLDMAN SACHS & CO

719 2ND AVE
Seattle

GRAY & WILLIAMS CO

7500 25TH AVE NE
Seattle

Greenhouse Capital Group

1904 3rd Ave
Seattle

Hans Woldseth, New York Life

500 Yale Ave. N, Ste 400
Seattle

Hans Woldseth, New York Life

500 Yale Ave. N, Ste 400
Seattle

Hdi Financial Services

125 165th St E
Spanaway

Helcim

Suite 4200 - 701 5th Avenue
Seattle

Herd Freed Hartz

601 Union Street, Suite 4610
Seattle

HOMESTREET BANK

601 UNION ST
Seattle

Hurley Williams & Cook PS

4312 Kitsap Wy Ste 102
Bremerton

IBAA SECURITIES

2107 ELLIOTT AVE
Seattle

iBank

3090F Pullman St

ICON Consulting

1412 112th Ave NE Ste 102
Bellevue

Insurance Connections Northwest

14042 NE 8th St Ste 105
Bellevue

IRA Valuations

3824 206th Pl NE
Sammamish

IRS Tax Help Team

1201 S Beach Blvd

Ivory Office Consulting Llc

5515 Steilacoom Blvd Sw Suite 108

James C. Howell CPA, PS

1400 112th Ave SE
Bellevue

JOSHUA GREEN CORP

PO Box 21829
Seattle

JW Income Inc.

4616 25th Ave NE
Seattle

KMS FINANCIAL SVC INC

2001 6TH AVE
Seattle

Knott & Company Tax Advisors

2501 Southwest Trenton Street
Seattle

Kubesh Investment & Financial

520 Pike Street
Seattle

Lance Peters

Seattle

Laurus Financial Group

33801 1st Way S Suite 261
Federal Way

Lendinero

848 Brickell Ave 603

Lockhart Professional Services

2013 Harkins Street
Bremerton

Lost Angels International, Inc.

1170 Peachtree Street NE

Markow Financial Group Inc

2015 W Dravus Str
Seattle

MARTIN NELSON & CO INC

1500 WESTLAKE AVE N
Seattle

MBSI - DBA: Kiel Mortgage

604 Oakesdale Ave SW
Renton

MC DONALD INVESTMENTS INC

1301 5TH AVE
Seattle

MCDEVITT & DUFFY CPAs

330 DAYTON ST
Edmonds

McKeon Financial

1507 172ND ST NE
Marysville

MLJACKSON CPA

218 Main St.
Kirkland

Monetizer!

Everett

Morgan Street Financial

815 1st Ave #206
Seattle

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

MWBoone & Associates, LLC

777 - 108th Ave NE, Suite 2230
Bellevue

My Washington Payday

901 Fifth Ave
Seattle

Neal Freeman

18407 Pacific Ave South #24
Spanaway

Newground Social Investment

10033 12th Ave NW
Seattle

North West Planning Group

3214 W. McGraw Street
Seattle

North West Tax Specialists Inc.

12011 Northeast 1st Street #205
Bellevue

Northeast Veterinary Hospital

9505 35th Avenue NE
Seattle

Palouse Credit Consulting

801 Ringo Rd.
Palouse

Pathways To Resolution

100 West Harrison Ste 470
Seattle

Payday Loans Seattle

1368 5th Ave
Seattle

Pederson Financial Partners

701 5th Avenue, Suite 4300
Seattle

Pinnacle Capital Mortgage Corp

3906 South 74th Street
Tacoma

Portfolio Strategies Inc

1724 West Union Ave Suite 200
Tacoma

Providence Capital Partners, LLC

2505 Bel-Red Rd.
Bellevue

Q's Bail Bonds Des Moines

S 223rd St
Seattle

RAGEN MAC KENZIE

1543 MAGNOLIA WAY W
Seattle

RAGEN MAC KENZIE

999 3RD AVE
Seattle

REB ENTERPRISES

601 UNION ST
Seattle

RJM Consulting, Inc.

7113 California Ave SW #4
Seattle

ROTH CAPITAL PARTNERS

601 UNION ST
Seattle

ROYAL ALLIANCE ASSOC INC

600 STEWART ST
Seattle

S Landau Services

5606 14th Ave NW
Seattle

Safe Money Lady

P O Box 277
Littlerock

Seattle Home Market

1920 N 34th Street
Seattle

SEATTLE-NORTHWEST SECURITIES

1420 5TH AVE
Seattle

Shoreline Bail Bonds Washington

1388 N 175th St
Seattle

SIEBERT BRANDFORD SHANK & CO

601 UNION ST
Seattle

SMITH BARNEY

601 Union St Ste 5200
Seattle

SMITH BARNEY FINANCIAL SERVICES

601 UNION ST
Seattle

SUMMIT FINANCIAL GROUP

6625 WAGNER WAY
Gig Harbor

Summit Financial Inc

615 Pasco Pl NE
Renton

SUMMIT GROUP

1809 7TH AVE
Seattle

T2 HOLDINGS LLC

7737 17TH AVE SW
Seattle

Tacoma Credit Repair

728 Pacific
Tacoma

Tami R. Mrozek CPA, PLLC

15429 216th Avenue NE
Woodinville

Tax Assistance Group - Bellevue

601 108th Avenue Northeast, 19th Floor
Bellevue

Tax Assistance Group - Everett

22722 29th Drive SE, Suite 100
Bothell

Tax Assistance Group - Seattle

801 Second Avenue Seattle, Suite 800
Seattle

Tax Assistance Group - Tacoma

1201 Pacific Avenue, 6th Floor
Tacoma

Taylor, William A

7409 Greenwood N
Seattle

TekCollect

871 Park Street
Olympia

The Credit Guru

23632 Hwy 99, Suite F404
Edmonds

The Entrust Group

14205 S.E. 36th Street, Suite 100
Bellevue

The Mutual Fund Store

32225 Pacific Highway South, Suite 103
Federal Way

The Mutual Fund Store

20700 44th Ave W., Suite 120
Lynnwood

The Mutual Fund Store

1100 Dexter Avenue North, Suite 100
Seattle

The Mutual Fund Store

601 108th Avenue Northeast
Bellevue

The New Forest Company

1101 A Street Unit 2311
Tacoma

Tom Waiss Agency

1209 Market St
Kirkland

UBS FINANCIAL SVC

601 UNION ST
Seattle

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

Van Winkle Insurance Group

13619 Mukilteo Speedway
Everett

VMS-Washington

11661 SE 1st Street, Suite 100
Bellevue

VNMutual Solutions Inc

1 Lincoln Centre

Voya Financial Advisors

6912 220th St SW
Mountlake Terrace

WA SECURITIES INC

1249 NE 145TH ST
Seattle

WACHOVIA SECURITIES

1001 4TH AVE
Seattle

WASHBURN PIANO CO

5459 LEARY AVE NW
Seattle

Washington Federal

337 High school Rd NE Ste F-2
Bainbridge Island

WaterRock Global Asset Management LLC

15912 Main Street
Bellevue

WEDBUSH MORGAN SECURITIES

601 UNION ST
Seattle

Welch Law Firm, PC

1299 Farnam Street, Suite 1220

WELLS FARGO BANK

2800 3rd Ave
Seattle

Werner, O'Meara & Co

19109 36th Ave W Ste 213
Lynnwood

West Coast Lending Group

11000 33rd Place NE Place
Bellevue

Westwood Mortgage Inc.

9706 4th Ave NE
Seattle

Windfall Financial

7609 Steilacoom Boulevard SW, Suite 700
Lakewood

Woodinville Retirement Planning

19215 194th Avenue NE
Woodinville

WORLDWIDE BBMC

11540 Pinehurst Way NE, Apartment 110
Seattle

Yoshiko Glancy

500 YALE AVENUE NORTH SUITE 400
Seattle

Zevenbergen Capital Investments LLC

601 Union Street, Suite 4600
Seattle

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