Best Financial Advisors in Kennewick, WA

The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Kennewick area.

Cornerstone Wealth Strategies

Cornerstone Wealth Strategies

(7)
“I am impressed with not only the way I am treated but also with the way they continue to look out for my financial interests when I have other things to worry about.”
In Business Since 2015
8905 W Gage Blvd #110, Kennewick, WA
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Monson Wealth Management

Monson Wealth Management

(1)
“I have come to find in all the years ive lived, out of every pen i have added to my substantially gargantuan pen collection, i recently came in to your wealth manegment center looking for a good pen and i happend to come acrosed your maroon pen with ...”
In Business Since 2015
8503 W Clearwater Ave D, Kennewick, WA
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Piton Wealth - Thrivent Financial

Piton Wealth - Thrivent Financial

“Piton Wealth is a part of Thrivent Advisor Network, LLC ("Thrivent"), a Registered Investment Adviser ("RIA"), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintai...”
In Business Since 2017
11257 W Clearwater Ave #110, Kennewick, WA
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HFG Trust

HFG Trust

(1)
“Took great care in considering our risk comfort when helping us determine our investment options.”
In Business Since 2020
8131 W Grandridge Blvd #201, Kennewick, WA
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Compton Financial Group

Compton Financial Group

Investment Management, Financial Planning, Retirement Planning
“Compton Financial Group, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that...”
Family Business
In Business Since 2022
602 N Colorado St Suite 130, Kennewick, WA
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Era Capital Management

Era Capital Management

Investment Management, Fiduciary Duty, Retirement Planning
“Era Capital Management LLC is a registered investment advisor in the State of Washington and located in Kennewick, WA. Era Capital Management LLC provides fee-only portfolio management. The adviser may not transact business in states where it is not ...”
In Business Since 2017
84504 Sagebrush Rd, Kennewick, WA
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Professional Investment Management Services

Professional Investment Management Services

Retirement Planning, Estate Planning, Investment Management
“SAP Disclosure: The broker-dealer, investment advisor, salesperson, or representative in question may not transact business in Washington unless appropriately registered, or excluded or exempted from such registration; and follow-up, individualized r...”
In Business Since 2012
7035 W Clearwater Ave #220, Kennewick, WA
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Latitude Wealth Management

Latitude Wealth Management

Retirement Planning, Investment Management, Financial Planning
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
Accepts All Major Credit Cards
In Business Since 2016
7117 W Hood Pl Ste 120, Kennewick, WA
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Henker Financial Partners

Henker Financial Partners

“Here at Henker Financial Partners, we understand that as life changes your financial needs, goals, and concerns change as well. That's why we look at Wealth Management as a highly dynamic activity not a static one. No matter where you are on your fin...”
Licensed
In Business Since 2015
1009 N Center Pkwy Ste 200, Kennewick, WA
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F Joel Financial

F Joel Financial

(2)
“They are professional, knowledgeable and caring about your needs.”
In Business Since 2000
Serving Kennewick Area
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Integrity Financial Services

Integrity Financial Services

“One-size fits all policies are best left to vacation bike helmets. At Integrity Financial, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation designed to seek future growth. No matter where you ...”
Accepts All Major Credit Cards
In Business Since 2012
Serving Kennewick Area
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Avea Financial Planning

Avea Financial Planning

“Angela Furubotten-LaRosee, CFP® is with Avea Financial Planning, LLC, and is a fidiciary financial advisor and registered investment advisor firm in the State of Washington. The advisor may not transact business in states where she is not appropriate...”
Transparent Fees & Pricing
In Business Since 2017
Serving Kennewick Area
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Houck Wealth Manangement

Houck Wealth Manangement

“Prent Houck is a Financial Advisor with Houck Wealth Management, Inc. in Tri-Cities, Washington offering securities through Cantella & Co., Inc., where he has resided for over 20 years. Prior to working as a Financial Advisor, Prent worked in the Che...”
In Business Since 2016
Serving Kennewick Area
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Legacy Creation Network

Legacy Creation Network

“$ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you'll be invested in a diversified portfolio, based on your objectives, and on your wa...”
In Business Since 2008
Serving Kennewick Area
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Hernandez Financial

Hernandez Financial

Retirement Planning, Managing Your Finances, Business Continuity Plan
“In our website, you'll find a wealth of information in the form of newsletter articles, calculators, and more. Jesse Hernandez Jr. ended his eleven year affiliation with Waddell Reed In December of 2010. Jesse formed Hernandez Financial, a registered...”
In Business Since 2011
Serving Kennewick Area
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Petersen Hastings

Petersen Hastings

“Petersen Hastings began with the belief that the interests of the client always come first. We are an independent, fee-only, fiduciary advisory firm that created the Trusted Financial Path TM, a systematic process that guides committed investors, who...”
Free Initial Consultation
In Business Since 1987
Serving Kennewick Area
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Albert A Stadtmueller & Co

Albert A Stadtmueller & Co

(1)
“He finds every last penny you are entitled to on your taxes.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1982
Free Initial Consultation
5915 S Regal Rd # 206, Spokane, WA
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Draggoo Financial Group

Draggoo Financial Group

(10)
  • Interest
  • Planning
  • Team
“He goes above and beyond in providing answers and clarity on all the financial questions I've had and ensures I have the right information to make informed decisions.”
Licensed
Family Business
In Business Since 2015
1301 Walla Walla Ave Ste A, Wenatchee, WA
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Goetz, Bailey & Yale P.S.

Goetz, Bailey & Yale P.S.

(3)
Services For Individuals, Tax Services, Business Services
“If you're not wanting to go thruw the hassle of doing your taxes yourself and want your very own personal account team there is no one I trust more than Goetz, Bailey & Yale.”
Free Initial Consultation
In Business Since 2000
159 S Worthen St #100, Wenatchee, WA
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The Solution People

The Solution People

(16)
  • Investment
  • Questions
  • Retirement
“We're happy to have such important assets with someone we can trust to look after them and not have to be concerned if decisions being made are for a company's gain instead of our own.”
In Business Since 2016
Serving Kennewick Area
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Kim Johnson - KMJ Financial Solutions

Kim Johnson - KMJ Financial Solutions

(1)
How we Can Help, What to Expect
“Is a good advocate for her clients.”
In Business Since 1973
10 First St Suite 122, Wenatchee, WA
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Sage Hills Financial

Sage Hills Financial

(1)
Education Planning, Asset Allocation and Investment Management, Insurance Review
“He will take as much time as needed to make sure you are comfortable with all your investment strategies!!!”
In Business Since 2019
23 S Wenatchee Ave Ste. 113, Wenatchee, WA
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Pernaa Scott E CPA

Pernaa Scott E CPA

(5)
“Jason and I feel Blessed beyond Measure to have his Guidance and Expertise for our Business.”
Transparent Fees & Pricing
In Business Since 2004
Serving Kennewick Area
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Tailwind Financial Strategies

Tailwind Financial Strategies

(2)
“He was great to work with when he was under the thumb of Edward Jones and even better now.”
In Business Since 2022
227 Ohme Garden Rd, Wenatchee, WA
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Retirement Planning and Investment Management Services in Kennewick, WA Cost Estimates

Minimum cost
$1137
Maximum cost
$9664
National Average
$3411
Avg Per Hour Rates
$342
$2274
$6253
Average price range is based on 460 cost profiles
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Average Cost $3411
Minimum cost $1137
Maximum cost $9664
Avg Per Hour Rates $342

Average range $2274 to $6253 is based on 460 cost profiles.

Why these companies made our list

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