Top 7 financial advisors in Bellingham, WA
We’ve curated a list of the best financial advisors in Bellingham, take a look at it below
Find an advisor in Bellingham| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $845,050,649 | 15 advisors | ||
| 2 | $515,039,229 | 7 advisors | ||
| 3 | $233,939,624 | 7 advisors | ||
| 4 | $152,525,135 | 4 advisors | ||
| 5 | $110,320,048 | 3 advisors | ||
| 6 | $108,868,487 | 4 advisors | ||
| 7 | $82,000,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Bellingham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bellingham. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Financial Plan, Inc.
Financial Plan, Inc. is a financial advisory firm based in Bellingham, Washington. It currently has approximately $845,050,649 of assets under management and employs about 15 people. Financial Plan, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$845,050,649
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-77339
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Tradewinds Capital Management, LLC
Tradewinds Capital Management, LLC is a financial advisory firm based in Bellingham, Washington. It currently has approximately $515,039,229 of assets under management and employs about 7 people. Tradewinds Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$515,039,229
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-68789
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Skyline Advisors, Inc.
Skyline Advisors, Inc. is a financial advisory firm based in Bellingham, Washington. It currently has approximately $233,939,624 of assets under management and employs about 7 people. Skyline Advisors, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$233,939,624
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-94175
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Waycross Investment Management Co
Waycross Investment Management Co is a financial advisory firm based in Bellingham, Washington. It currently has approximately $152,525,135 of assets under management and employs about 4 people. Waycross Investment Management Co uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$152,525,135
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-120007
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
One Time Portfolio Analysis (invoiced At An Hourly Rate)
Baring Financial LLC
Baring Financial LLC is a financial advisory firm based in Bellingham, Washington. It currently has approximately $110,320,048 of assets under management and employs about 3 people. Baring Financial LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$110,320,048
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-122840
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Bellingham Capital
Bellingham Capital is a financial advisory firm based in Bellingham, Washington. It currently has approximately $108,868,487 of assets under management and employs about 4 people. Bellingham Capital uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$108,868,487
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-123303
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Analysis And Recommendations For Private Placement Securities
- Not sure which one to choose?Use our smart matching tool
Wealthmark, LLC
Wealthmark, LLC is a financial advisory firm based in Bellingham, Washington. It currently has approximately $82,000,000 of assets under management and employs about 2 people. Wealthmark, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and subadvisory services.
Assets under management
$82,000,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SUBADVISORY SERVICES
SEC number
801-121353
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Your first meeting is free.