Best Financial Advisors in Bellevue, WA

The highest-rated Financial Planning & Wealth Management firms out of 398 vetted & reviewed in the Bellevue area.

Olde Wealth Management

Olde Wealth Management

Best of 2022
(1)
Philosophy, What We Offer, Value and Fees
“Denton's courtesy, kindness, professionalism, respect and technical abilities put you at ease - he really does like helping people and seeing them improve their financial situation.”
In Business Since 2014
Transparent Fees & Pricing
11201 SE 8th St #150, Bellevue, WA
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True Wealth Financial Partners

True Wealth Financial Partners

(13)
Retirement Planning, Portfolio Construction, Risk Management
“He helped us understand the fundamentals of asset allocation and ran multiple simulations so we could make informed choices about our eventual portfolio.”
In Business Since 2016
915 118th Ave SE Suite 140, Bellevue, WA
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Gale E Smith CPA

Gale E Smith CPA

(14)
Accountants
“I refer family, friends and business clients to her all the time because I trust her completely as a CPA that is always on top of any changes in tax law.”
In Business Since 2006
Accepts All Major Credit Cards
Transparent Fees & Pricing
1550 140th Ave NE STE 202, Bellevue, WA
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Atkinson Wealth Strategies

Atkinson Wealth Strategies

(4)
Estate Planning, Private Client High-Net-Worth, Risk Management-Insurance
“Tyler was very helpful with my profit sharing, 401k, and retirement planning.”
In Business Since 2018
Licensed, BBB Rating: A+
Average Price Tag
11900 NE 1st St Suite 300, Bellevue, WA
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Paul R. Ried Financial Group

Paul R. Ried Financial Group

(2)
Investments & Tax Planning, Estate Settlement, Continuing Care Housing
“Paul Ried has been voted one of the TOP 10 BEST financial advisors in the nation by Forbes for three years in a row.”
Average Price Tag
In Business Since 1988
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
10801 Main St #201, Bellevue, WA
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Goldbloom Wealth Management

Goldbloom Wealth Management

(15)
  • Investment
  • Goals
  • Knowledge
“If you are looking for a personalized service dealing with your family assets (financial and others), wills, estate planning, tax saving strategies, etc.”
In Business Since 2012
11808 Northup Way STE 100, Bellevue, WA
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Pacific Financial Advisors

Pacific Financial Advisors

(4)
“Just getting started with retirement.”
In Business Since 2003
Transparent Fees & Pricing
14410 Bel-Red Rd Suite 110, Bellevue, WA
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Vestory

Vestory

(4)
  • Seminars
  • Retirement
  • Investment
“We're retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment wor...”
In Business Since 2009
2821 Northup Way Suite 150, Bellevue, WA
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Kitashima Wealth Advisors

Kitashima Wealth Advisors

(3)
“Months later, during a chance meeting, I asked her if she was still giving financial advice and was she accepting new clients (The adviser I had been using had decide to return to his previous profession).”
In Business Since 2015
9 Lake Bellevue Dr #106, Bellevue, WA
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Benton Bray

Benton Bray

(2)
“They have been there every step of the way; from initial purchase of my practice to evaluating the implications of various investments.”
In Business Since 1999
3015 112th Ave NE # 210, Bellevue, WA
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Integrity Financial Corporation

Integrity Financial Corporation

(8)
  • Family
“I have been working with several advisors at Integrity Financial on a variety of 401k plans and their knowledge and professionalism are unparalleled in the industry.”
In Business Since 2016
Licensed
Family Business
2821 Northup Way # 120, Bellevue, WA
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Wealth Collab

Wealth Collab

(2)
“Daniel is also great at providing education, adapting the pace of service, and truly collaborating on strategy and implementation.”
In Business Since 2015
1400 112th Ave SE suite 100, Bellevue, WA
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Trutina Financial

Trutina Financial

(1)
“When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a m...”
In Business Since 2010
10811 Main St, Bellevue, WA
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Alterra Advisors

Alterra Advisors

(4)
Insights, Your Journey, Your Team
“Grant Monson and his team at Alterra Advisors are experts at assisting individuals and family with complicated financial matter so it is easy for one to understand.”
In Business Since 2013
500 108th Ave NE Unit 1700, Bellevue, WA
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Avier Wealth Advisors

Avier Wealth Advisors

(1)
Fee Calculator, Cash Flow Planning, Compensation Planning
“Looking out for me and all financial services.”
In Business Since 2014
10655 NE 4th St Suite 500, Bellevue, WA
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Snider Retirement Strategies

Snider Retirement Strategies

(2)
“Helpful and knowledge team for helping with decisions on investments..”
The Forum building, 12505 Bel-Red Rd, Bellevue, WA
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Retirement Planning and Investment Management Services Estimated Cost in Bellevue, WA 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 245 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Typical range $2060 to $5665 is based on 245 cost profiles.

Why these companies made our list

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