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Best Financial Advisors in Kirkland

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Fortis Financial Group logo
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License: 6169300

Investment Adviser Public Disclosure Database, SEC

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Fortis Financial Group

Kirkland, WA
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  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Certified Financial Planner (CFP)

Business Description

Fortis Financial Group is an independent, fiduciary financial advisory firm in the Pacific Northwest that provides financial planning solutions to people in Kirkland. 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.

License Verified:

License: 6169300

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Price: Free Consultation

Atkinson Wealth Strategies logo
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Atkinson Wealth Strategies

11900 NE 1st St. Suite 300, Bellevue, WA 98005
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  • Estate Planning

Business Description

Atkinson Wealth Strategies is a firm assisting individuals, families, and businesses in Kirkland and its surrounding communities. It offers a wide range of investment management and financial services including independent financial planning, risk management, and executive compensation arrangement for private clients with high net worth. The firm has served large companies such as Amazon, Boeing, and Apple. Its private wealth advisor, Tyler Atkinson, is a Certified Financial Planner (CFP) who is also an insurance agent providing disability, life, and LTC insurance plans.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)
Google
5.0 / 5 (4)
Baird logo
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Baird

925 Fourth Avenue, Suite 3600, Seattle, WA 98104
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  • Certified Financial Planner (CFP)

Business Description

Baird is an asset and wealth management firm that serves the Kirkland metro and its neighboring cities. The firm provides customized solutions based on the clients' goals and personal investment preferences. It offers financial planning services covering education, retirement, taxes, and wealth. It also handles its clients' investments in capital markets, private equities, and stocks. The firm has been providing financial and portfolio management services since 1919. One of its advisors, Casi Jones, is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Decker Retirement Planning Inc. logo
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Decker Retirement Planning Inc.

10900 NE 4th St, Bellevue, WA 98004
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  • Financial Planning

Business Description

Decker Retirement Planning Inc. is a financial advisory firm serving Kirkland. It helps clients who have retired or are otherwise contemplating to transition to retirement through its approach for retirees, which entails the Safer Distribution Plan, Safer Tax Plan, and Safer Investment Options. Its process includes assistance in asset protection, estate planning, lifetime income, risk reduction, and tax minimization. The company's founder, Brian J. Decker, is a financial planner and the author of "The Decker Approach." He previously worked for major brokerage firms.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
5.0 / 5 (6)
Yelp
3.5 / 5 (3)

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Francis & Company PLLC logo
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Francis & Company PLLC

200 W Mercer St Ste 208, Seattle, WA 98119
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  • Tax Planning
  • Financial Planning

Business Description

Francis & Company PLLC provides accounting, auditing, and management consulting services in Kirkland. The firm assists individuals with their personal financial plans and elder care matters. It creates and improves small businesses’ financial management systems and prepares tax returns and other financial documents. CEO and managing director Horace Francis has been assisting private businesses, not-for-profit organizations, and government entities with their financial concerns for more than four decades. He is a member of the American Institute of Certified Public Accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (16)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
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Hightower Bellevue logo
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Hightower Bellevue

777 108th Ave NE Suite 2250, Bellevue, Wa 98004
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  • Retirement Planning

Business Description

Hightower Bellevue is a wealth management firm that caters to high-net-worth families and business owners in Kirkland. Its services include multi-generational wealth planning, divorce settlement coaching, personal finance and risk management for entrepreneurs, and employee retirement planning. The firm follows a fiduciary standard and a five-step process in helping clients achieve their financial goals. Larry Knudsen, the firm's founder and managing director, was selected by Forbes as one of Washington's Best-in-State Wealth Advisors for 2019.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
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Integrity logo
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Integrity

2821 Northup Way, Suite 120, Bellevue, WA 98004
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  • Tax Planning
  • Financial Planning
  • Wealth Management

Business Description

Integrity is a financial advisory firm serving Kirkland. It offers comprehensive wealth management and financial planning solutions to a range of clients, including beginners in investing, retirees, wealthy families, nonprofits, small businesses, and institutions. The firm assists in creating financial legacy that can be turned over to family members and philanthropic organizations. It also provides family CFO services and business financial planning. Founder Kristofer Gray is a Certified Financial Planner. He is also part of the board of directors for the Association of Washington Business.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Kaizen Financial Advisors, LLC logo
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Kaizen Financial Advisors, LLC

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033
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  • Financial Planning

Business Description

Kaizen Financial Advisors, LLC, strives to help individuals and families in Kirkland make better money decisions. The financial advisory firm provides wealth management solutions that incorporate financial, investment, and retirement planning, as well as risk management and charitable giving. Its founder and principal, Laurie Klein, is a Certified Financial Planner, a Chartered Financial Consultant, and an insurance professional who has been advising clients since 2001. The firm sends its clients Kaizen Capsules, its weekly newsletter featuring market updates and relevant articles and resources.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Kirkland Financial Advisers logo
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Kirkland Financial Advisers

1524 Market Street, Suite 100, Kirkland, WA 98033
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  • Financial Planning

Business Description

Kirkland Financial Advisers has been providing financial services to clients in Kirkland since 1997. Its team of professionals takes time to learn about the clients' situations before presenting recommendations for comprehensive financial programs. They have partnered with Charles Schwab and Fidelity investments and regularly meet with clients for periodic check-in calls. Tim Bovey and Shaun Dean, who were work colleagues, established the firm in 1998. The company is listed in FINRA's BrokerCheck.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Miller Advisors logo
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Miller Advisors

11 Tenth Ave., Kirkland, WA 98033
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  • Financial Planning
  • Wealth Management

Business Description

Founded in 1980, Miller Advisors provides financial solutions to individuals in the Kirkland metro. It covers the areas of investment management, financial planning, family business planning, and retirement preparation. Its retirement strategies include elder care, legacy, and divorce. It also conducts education funding analysis for children and grandchildren. The firm conducts one-on-one consultations to learn and identify clients' financial risks. Its team then creates personalized financial roadmaps to support clients' financial goals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Mission Wealth logo
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Mission Wealth

1420 5th Avenue Suite 2200A, Seattle, WA 98101
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  • Certified Financial Planner (CFP)

Business Description

Mission Wealth provides financial advisory services to clients in Kirkland and the surrounding areas. It assists individuals in preserving and managing their wealth by offering annual wealth management review, Medicare enrollment assistance, Social Security maximization, real estate advice, and retirement plan distribution assistance. It also focuses on helping clients with tax strategies, risk management, and investment planning. One of the company's team members, Stephanie Bruno, specializes in executive, life, financial, and retirement planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)
Robinswood Financial logo
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Robinswood Financial

3425 Carillon Point Building 3000, 4th Floor, Kirkland, WA 98033
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  • Certified Financial Planner (CFP)

Business Description

For over a decade, Robinswood Financial has been providing services to people in Kirkland. It creates financial plans that incorporate the clients' investment goals, financial needs, and risk tolerance. The company also provides retirement planning services and educates individuals on matters like pensions. It has experience diversifying individuals' portfolios and investing in various funds, including international equity and bond funds. Edward Ward, the firm's CEO, once worked as an investment advisor for the company Merriman Capital Management.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Sound Planning Group logo
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Sound Planning Group

11411 NE 124th St. Suite 255, Kirkland, WA 98034
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  • Tax Planning
  • Retirement Planning

Business Description

Sound Planning Group provides a broad range of financial planning solutions to help clients attain their financial security goals. Serving individuals in and around Kirkland, the firm offers a 7-step process for building a financial roadmap that helps clients get closer to their goals. This includes income planning, investment planning, tax planning, healthcare, long-term planning, real estate, and family. The last step is called C.A.R.E., an evaluation of the clients' plans. CEO David Stryzewski was named 2016 Advisor of the Year” by the Society of National Social Security Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Soundmark Wealth Management logo
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Soundmark Wealth Management

11400 98th Ave NE, Suite 301, Kirkland, WA 98033
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  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Soundmark Wealth Management serves individuals, professionals, and families throughout the metro of Kirkland. It provides comprehensive financial planning services concerning taxes, estates, education plans, and retirement funds. It also assists clients in evaluating investments and optimizing their Social Security benefits. Terri Mozaffarian, the company's chief financial officer, has been in the public accounting and banking industry for over 20 years. She brings extensive CPA experience to the firm—overseeing trades, helping with tax planning and analyses, and leading its advisory operations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Detail
The Retirement Solution Inc. logo
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The Retirement Solution Inc.

18300 Redmond Way Suite 250, Redmond, WA 98052
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  • Retirement Planning
  • Financial Planning

Business Description

The Retirement Solution Inc. is an independent fiduciary firm that guides clients in Kirkland in retirement and financial planning. The company's advisors meet with individuals and recommend options to help them achieve their goals. They offer advice on managing income flows and allocating funds for retirement. The advisors check with clients annually to see their progress and adjust plans depending on their circumstances. CEO Jim Black is a CFP with over 28 years of experience. He is the author of "Happily Ever After – Retirement."

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.5 / 5 (8)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
U.S. Capital Strategies, Inc. logo
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U.S. Capital Strategies, Inc.

100 State St S, Kirkland, WA 98033
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  • Retirement Planning

Business Description

U.S. Capital Strategies, Inc. is a firm that provides wealth management services for clients in Kirkland and the surrounding metros. The company handles matters like mitigating taxes and increasing cash flow, managing assets, and planning for retirement. Tim McFall, an advisor in this firm and otherwise known as the Financial Captain, has been in the industry since 1985. His management strategy includes studying past performances, levels of risk, and financial markets before providing a recommendation for his clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Vestory logo
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Vestory

2821 Northup Way Suite 150, Bellevue, WA 98004
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  • Financial Planning

Business Description

Vestory is a fiduciary financial services firm that serves Kirkland and nearby locations. It offers assistance in retirement income planning, and its team of financial advisors also creates and monitors investment portfolios. Also included in their services is asset management, which involves creating plans in accordance with clients' situations. They also work with estate planning and elder law attorneys to provide legacy counseling. Vestory has appeared on several media outlets, such as the New York Times and the Wall Street Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Helpfulness
Detail
––
Vinoble Group logo
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Vinoble Group

1215 Fourth Avenue Suite 935, Seattle, WA 98161
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  • Financial Planning
  • Wealth Management

Business Description

Vinoble Group is a financial brokerage firm serving the Kirkland metro. It offers an array of comprehensive wealth management services, including small business planning, investment management, cash flow analysis, and retirement and estate planning. The full-service company also handles bookkeeping and payroll processing, business consulting, and QuickBooks training. In addition, it processes vision and dental insurance coverages. CEO Brian Johnson is a CFP and a CRPC who has been in the industry since 2006. He is a member of the Seattle Children's Legacy Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.4 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Back to Providers

Frequently Asked Questions

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.

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.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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