Best Financial Advisors in Seattle, WA

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Seattle area.

Creditceo

Creditceo

(28)
  • Results
  • Questions
  • Credit Score
“Jesse provided us a free consultation and the information he gave us was extremely helpful, he was honest and didn't do any high pressure sales and he assisted us in getting some disputed items removed from our credit so that we could get into a home...”
Licensed, BBB Accredited
Free Initial Consultation
In Business Since 2015
Emergency Services
701 5th Ave #4200, Seattle, WA
i
Raymond Lyle CPA

Raymond Lyle CPA

(24)
Industries, Business Services, Services For Quickbooks
“I highly recommend his services as he is the one CPA I can count on for all my quarterly and annual filings as well as plannings for city, state and federal.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
Offers Financing Options
4622 SW Myrtle St, Seattle, WA
i
Francis & Company

Francis & Company

(9)
Quickbooks Training, Innocent Spouse Relief, IRS Wage Garnishment
“A great firm- credible, established and friendly.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1984
Accepts All Major Credit Cards
200 W Mercer St Ste 208, Seattle, WA
i
SAM Income TAX

SAM Income TAX

(3)
Investment Strategies, Business Accounting Solutions, Real Estates
“Very friendly and price is reasonable!!!”
Free Initial Consultation
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2004
1400 S Jackson St #3, Seattle, WA
i
Better Tomorrow Financial

Better Tomorrow Financial

(16)
  • Investments
  • Retirement
“My wife and I were looking for assistance in navigating our finances and planning our future - we have some complex circumstances which other financial advisors in the area were not familiar with.”
Free Initial Consultation
In Business Since 2020
12526 Dayton Ave N, Seattle, WA
i
Millward Accounting & Bookkeeping

Millward Accounting & Bookkeeping

(8)
Services For Quickbooks, Business Services, Industries
“I have had several opportunities to work with Tim Millward - his expertise, understanding, ability to explain complicated issues and follow through to completion is excellent.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2021
Offers Financing Options
5608 17th Ave NW Ste 1285, Seattle, WA
i
Seattle Tax Group

Seattle Tax Group

(4)
Business Services, Industries, Services For Individuals
“There was something my past accountant did not understand about filing Restricted Stock Units (RS Us) which had the IRS decide to send me bills after they reassessed my tax burden for two separate tax years.”
Transparent Fees & Pricing
In Business Since 2020
Free Initial Consultation
12537 15th Ave NE Suite 105, Seattle, WA
i
Leading Retirement Solutions

Leading Retirement Solutions

(10)
Consulting & Correction Services, Plan Termination, Plan Administration
“They make it so easy for us to be compliant with our 401k plan by providing reminders, completing the majority of our submissions for us and their software is very easy to use.”
In Business Since 2011
2226 Eastlake Ave E, Seattle, WA
i
Andersen Tax

Andersen Tax

(1)
Forensic Services, Financial Reporting, Valuation
“They really care about doing the right thing and guiding you to the best solution and will take the time to help with good referrals even when what you need is a expert in another field.”
Transparent Fees & Pricing
In Business Since 1988
Remote Consultations Available
1200 5th Ave #1600, Seattle, WA
i
Trumbauer Kathleen L CPA

Trumbauer Kathleen L CPA

(3)
Succession Planning, Tax Preparation, Offer In Compromise
“Kathleen is a wonderful CPA for me for the last 15 years!”
Transparent Fees & Pricing
In Business Since 2003
927 N Northlake Way # 125, Seattle, WA
i
Bbjs Financial Advisors

Bbjs Financial Advisors

Asset Management, Estate Planning, Wealth Management
“At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research. Our approach of g...”
Licensed
In Business Since 2003
1501 4th Ave #2880, Seattle, WA
i
Smith & Just

Smith & Just

(1)
“Very professional and great team to work with.”
Transparent Fees & Pricing
In Business Since 1998
Offers Financing Options
401 2nd Ave S #505, Seattle, WA
i
Fidelity Accounting & Tax Services

Fidelity Accounting & Tax Services

(1)
“Owner Dianna take care our tax 。After done he mentioned he is going to business trip soon ,Dianna gave him (N95 ) mask to him .”
Transparent Fees & Pricing
In Business Since 2001
Offers Financing Options
2519 15th Ave S, Seattle, WA
i
Millennial Wealth

Millennial Wealth

(4)
“This in part was due to the feeling that my relatively simple situation didn't call for it, but also that I'd be able to research and manage my money effectively and independently.”
Free Initial Consultation
In Business Since 2017
3518 Fremont Ave N #443, Seattle, WA
i
Business Factors & Finance

Business Factors & Finance

“Business Factors & Finance understands the freight, trucking and logistics industries better than most of the competition, and our unique finance offering can help keep trucking companies and owner operators profitable and running smoothly. From cont...”
Offers Financing Options
In Business Since 2003
Se Habla Español
2211 Elliott Ave Suite 200, Seattle, WA
i
Foundations Divorce Solutions

Foundations Divorce Solutions

(3)
Mediation, Litigation Support, Divorce Financial Planning
“She always took the time to deeply understand both sides and provide guidance to a middle ground.”
In Business Since 2020
1424 11th Ave Suite 400, Seattle, WA
i
Housing Finance Commission

Housing Finance Commission

(3)
“I am one of the lenders for Washington State Housing Finance Commission, they are truly wonderful people and the programs they offer have helped thousands of home buyers who, otherwise, would still be renters.”
Transparent Fees & Pricing
In Business Since 1998
1000 2nd Ave #2700, Seattle, WA
i
Ward & Company

Ward & Company

(1)
“They are great.”
Transparent Fees & Pricing
In Business Since 2013
2401 4th Ave Ste 840, Seattle, WA
i
Verus

Verus

(1)
Private Markets, Privacy Policy, Is Painless Diversification Back?
“Over the coarse of my 5 years as an electrical contractor I already had over $3 million in my retirement account thanks to the analyst assigned to my union's account.”
In Business Since 1991
800 5th Ave #3900, Seattle, WA
i
Logic20/20

Logic20/20

(5)
“We are a consultancy that knows, uses, and implements technology - Robotic Process Automation, Machine Learning, Process Mining, Predictive Models, Roadmap Development, Product Management, Xaa S (X = Platform, Cloud, Automation, etc.”
In Business Since 2005
1501 1st Ave S #310, Seattle, WA
i
Carlton & Company Financial

Carlton & Company Financial

(1)
Risk Management & Insurance, Financial Planning, Sustainable and ESG Investing
“Karalyn is a financial advisor who tailors her deep expertise to your financial goals.”
In Business Since 2012
2107 Elliott Ave Suite 305, Seattle, WA
i
Salmon Bay Wealth Management

Salmon Bay Wealth Management

(1)
“He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork.”
In Business Since 2014
5708 26th Ave NW, Seattle, WA
i
Ignite Financial Planning

Ignite Financial Planning

(1)
“I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds.”
PLANNER Certified
In Business Since 2019
500 Yale Ave N, Seattle, WA
i
Laird Norton Wealth Management

Laird Norton Wealth Management

“What is the full potential of your wealth? The answer is as unique and complex as you are. It brings together your life story, your family, your community, your values, your goals, and your assets. A This is the Laird Norton way.”
In Business Since 2012
801 2nd Ave Suite 1600, Seattle, WA
i

Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on 874 cost profiles
Click to copy
Successfully copied!
National Average $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average price range $2080 to $5720 is based on 874 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top