Expertise.com

2024

Last updated:

Best Financial Advisors in Kent, WA

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Kent Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

22Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Kent, WA
WebsiteLicense: 6169300

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Fortis Financial Group is an independent, fiduciary financial advisory firm in the Pacific Northwest that provides financial planning solutions to people in Kent. Its team of wealth management professionals is composed of CFPs, CFAs, and CPAs, providing clients with direct access to the company's financial group. Its consultants offer financial planning, scenario analysis, institutional-level investment insights, and tax advice across financial management areas to help technology professionals manage and grow their portfolios. Fortis’ mission is to enrich customers' lives through financial security and freedom.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Kent, WA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

6703 S 234th St Suite 110, Kent, WA 98032

Expertise.com Rating

Review Sources

Google
5.0 (13)
Yelp
5.0 (1)

Why choose this provider?

A financial advisory firm serving Kent, Clarity Capital Management provides guidance to various clients like educators, business owners, corporate professionals, and federal employees. The firm's services touch on wealth portfolios and management, federal retirement planning, federal benefit analysis, retirement planning, and tax services. It employs a team of financial advisors that works with clients in a process that involves discovery of needs, strategy, implementation, and monitoring and adjusting of accounts. The firm is a Financial Industry Regulatory Authority and Securities Investor Protection Corporation member.

  • Estate Planning
  • Retirement Planning

6811 South 204th Street, Kent, WA 98032

Expertise.com Rating

Why choose this provider?

Matthew Ryan is a financial advisor with LPL Financial serving the Kent community. With over 22 years of experience, he assists individuals and businesses with their financial goals by providing a wide range of customized services, including college planning, investment portfolio analysis, retirement planning, and annual portfolio review. The process includes professional consultation and updates on the global financial market. Matthew is involved in various local community groups such as the Kent Community Foundation and the Estate Planning Council of South King County.

  • Certified Financial Planner (CFP)

3900 East Valley Road, Renton, WA 98057

Expertise.com Rating

Why choose this provider?

Shelgren Financial Group provides wealth advisory services to Kent and the surrounding areas. With over 30 years of experience in the industry, it specializes in helping clients with tax-favored investments, estate planning, life insurance analysis, college funding plans, and retirement income projections. It also develops tax-saving and asset allocation strategies. The company's president, Steve Shelgren, holds a secondary education degree focusing on social sciences and mathematics. Shelgren is also an investment advisor representative of Lincoln Investment Planning, LLC.

  • Estate Planning
  • Tax Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Fortis Financial Group
Free Consultation
SmartAdvisor by SmartAsset
Free Consultation
Clarity Capital Management
6703 S 234th St Suite 110, Kent, WA 98032
Matthew Ryan
6811 South 204th Street, Kent, WA 98032
Shelgren Financial Group
3900 East Valley Road, Renton, WA 98057

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Does long-term financial planning in Kent cover those living in residential care facility?

    Individuals who are in residential care facilities in Kent are covered by long-term financial planning. Financial advisors develop financial strategy to protect clients' savings and provide them with peace of mind. The cost of long-term care is frequently covered by a combination of resources, such as government-sponsored insurance plans and privately funded annuities from savings plans, specific life insurance policies, or reverse mortgages.

  • What resources are available to Kent residents who want free financial guidance?

    Kent residents who are not yet prepared to enlist the services of a financial advisor but wish to explore available options may check banks and brokerages that offer online libraries containing financial advice and tools, allowing individuals to familiarize themselves with various financial topics. Organizations such as the Foundation for Financial Planning extend free assistance to individuals in need, including veterans and cancer patients, providing them with valuable support. Additionally, Government resources, such as Investor.gov and the Financial Industry Regulatory Authority (FINRA), serve as reliable sources of financial information.

  • What kinds of questions should a potential client in Kent ask a financial advisor?

    A person can use the following inquiries to acquire information and decide which financial consultant in Kent will best meet their needs: -What services do you provide? -What are your credentials? -Do you owe me a fiduciary duty? -What is your approach to investing? -What financial benchmarks do you employ? -What is your fee schedule? -Do you provide access to cutting-edge technologies or hybrid robo-advisor services? -How frequently should my financial plan be reviewed and updated?

  • How do financial advisors in Kent get paid?

    Regardless of which type of advisor people work with in in Kent, they typically collect fees through fee-based or commission-based. Financial advisors may employ various fee structures to compensate for their services, such as fixed management fees, fixed retainer fees, hourly consulting fees, or fees based on the total assets under management. Note that some financial advisors may also receive commissions.

  • How can someone check the legitimacy of a financial advisor or firm in Kent?

    Before engaging with any investment professional or brokerage firm in Kent, reach out to the Washington Department of Financial Institutions Securities Division for verification purposes. You can contact them at 360-902-8760 or 1-877-RING DFI (1-877-746-4334) to ensure that both the firm and the investment professional are appropriately licensed to operate in the state. Additionally, this inquiry will help you ascertain whether there are complaints filed against the firm or the investment professional, as well as if they have faced disciplinary actions from any government regulatory agency.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.