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Best Financial Advisors in Renton

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Fortis Financial Group logo
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License: 172198

Investment Adviser Public Disclosure Database, SEC

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Fortis Financial Group

Renton, WA
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  • Estate Planning
  • Investment Management
  • Retirement Planning
  • 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 Renton. 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: 172198

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

SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Renton, WA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

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
Yelp
4.0 / 5 (4)

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
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Price: Free consultation

180 Wealth Advisors logo
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180 Wealth Advisors

I-5 Technology Center, 32125 32nd Avenue Suite 100, Federal Way, WA 98001
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  • Retirement Planning

Business Description

180 Wealth Advisors is a fiduciary financial advisory company that guides clients on wealth management, financial planning, and investing. It serves entrepreneurs, retirees, high net worth clients, and families in Renton and nearby areas. Listed in the SEC as Registered Investment Advisors (RIA’s), its team members assist clients with taxation, insurance, estate planning, retirement options, investment portfolios, and personal finance. Co-founders Darren N. Henke and Richard W. Buchan are Certified Financial Planners, and senior wealth manager Sylvia Parker is a Chartered Retirement Planning Counselor.

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 (8)

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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Alder Cove Capital, LLC logo
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Alder Cove Capital, LLC

4440 S 160th St, Tukwila, WA 98188
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  • Finance Planning

Business Description

For over six years, Alder Cove Capital, LLC, has been serving clients in Renton. It creates financial plans for individuals to help them meet their retirement goals. The company also provides financial recommendations to help clients with issues involving taxes. Its other services include portfolio management, and it has experience advising individuals on stocks. Tyler Linsten, the company's founder, is a certified Chartered Financial Analyst from the CFA Institute. He volunteers as a board member for the non-profit organization Waterfront Federal Credit Union.

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)
Alterra Advisors logo
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Alterra Advisors

500 108th Ave NE #1700, Bellevue, WA 98004
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  • Financial Planning
  • Wealth Management

Business Description

Alterra Advisors is a wealth management firm that serves the Renton community. Its agents conduct assessments based on the client's situations, life goals, and preferences to formulate personalized financial strategies. They cover planning topics involving income flow, debt management, investment choices, insurance cost, and tax analysis. They also help with estate and legacy planning, collaborating with accountants and attorneys to devise estate plans. The agency also caters to business owners and provides them with tax management, partnership transitions, and company insurance 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
Google
5.0 / 5 (9)

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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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Business Description

Integrity is a Registered Investment Advisor that serves clients in Renton and its surrounding areas. It assists individuals in wealth management matters such as investment management, estate planning, income planning, credit and debt management, and tax optimization. The company also helps clients find a life insurance plan that can be used for tax diversification and wealth accumulation. Kristofer Gray, the founder of Integrity, is a Chartered Retirement Plan Specialist, a Certified 401(k) Professional, and 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
Facebook
5.0 / 5 (11)

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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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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  • Investment Management
  • Financial Planning

Business Description

Kaizen Financial Advisors, LLC is a firm serving Renton. Its services focus on financial and investment planning and risk management. It advises clients on best utilizing their assets and recommends investment strategies to maximize their wealth. It includes assisting them in developing portfolios and using diversification to balance risks. It also offers insurance products that help ensure assets are financially covered and protected. Other services include retirement planning and handling customized 401(k) and retirement plan services for businesses.

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

4444 NE Sunset Blvd, Suite 2-034, Renton, WA 98059
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  • Finance Planning

Business Description

Serving Renton, Kirkland Financial Advisers partners with individuals in preparing financially for their future. Its team takes the time to get to know each client's financial situation. From there, they present suitable recommendations for clients to achieve their financial goals. They also regularly update clients with the performance of their investments and make necessary updates if there's a change in the client's circumstances. The firm was established in 1998 by both Investment Adviser Representatives, Tim Bovey, and Shaun Dean.

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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Laird Norton Wealth Management logo
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Laird Norton Wealth Management

801 Second Avenue, Suite 1600, Seattle, WA 98104
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  • Tax Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)
  • CFA Charterholder
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Business Description

Laird Norton Wealth Management is an independent firm established in 1967. The company provides financial solutions to individuals, families, and foundations in Renton and its surrounding communities. Its advisors work with clients’ accountants in arranging income, capital, gift, and estate taxes. The firm’s financial experts assist investors in diversifying their assets in private markets with due diligence in mind. The team also handles RFP activities for non-profits, investment management, and trust and estate planning services.

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.
4.8
Facebook
5.0 / 5 (14)
Google
3.7 / 5 (3)

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
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Mission Wealth logo
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Mission Wealth

1420 5th Ave #2200a, Seattle, WA 98101
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  • Certified Financial Planner (CFP)

Business Description

Since its founding in 2000, Mission Wealth has been helping clients in Renton and neighboring areas maximize their financial wealth and security. With a focus on retirees, professionals, and business owners, the firm's team of Certified Financial Planners provides financial planning, estate planning, investment management, risk management, and tax optimization services. Mission Wealth has received numerous accolades and recognitions, including the Top 300 Financial Advisors by the Financial Times and the Top Registered Investment Advisory Firms by the Financial Advisor Magazine.

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)
Pacific Financial Advisors logo
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Pacific Financial Advisors

14410 Bel-Red Rd. Suite 110, Bellevue, WA 98007
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  • Financial Planning

Business Description

Pacific Financial Advisors is a practice serving clients in Renton. It has over 40 years of history in providing comprehensive financial planning, investment advisory, and estate planning services to individuals and families. The firm also offers retirement planning services through an approach with four core pillars, namely estate, tax, income, and investments. Ross Wolf, the president and managing partner, is licensed in multiple disciplines under financial planning and serves as an educator to other professionals in Washington.

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 (4)

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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Paul R. Ried Financial Group, LLC logo
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Paul R. Ried Financial Group, LLC

10801 Main Street Suite 201, Bellevue, WA 98004
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  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Since 1986, the Paul R. Ried Financial Group, LLC, has been helping Renton clients. The company develops strategic financial plans for individuals that touch on various aspects, including pre-retirement, post-retirement, Medicare, and Social Security. It also maintains Investment Insights, an online resource page that contains market information from firms like Vanguard and Franklin Templeton. The company has experience educating Boeing employees on layoff and retirement benefits. Its president and CEO, Paul Ried, served as a corporate officer for the American manufacturing company PACCAR.

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
4.5 / 5 (182)
Facebook
4.5 / 5 (57)

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
Sherif J. Awad logo
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Sherif J. Awad

33600 6th Avenue South Suite 230, Federal Way, WA 98003
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Wealth Management

Business Description

Based in Federal Way, Sherif J. Awad caters to clients throughout the Renton area. He works with the multinational investment bank Raymond James to provide financial advisory services for families. Awad guides his clients through the process of retirement and estate planning. He also develops cash flow and income strategies and addresses issues related to Social Security and annuities. Awad holds a Certified Financial Planner designation from the College for Financial Planning. He has over two decades of industry experience.

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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Sound Foundation Wealth Advisors logo
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Sound Foundation Wealth Advisors

Seattle, WA
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  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Business Description

Sound Foundation Wealth Advisors assists clients in Renton in making financial decisions for a desirable future. It guides individuals in diversifying their portfolio of investments, advising them about the risks and dealing with the challenges. The agency specifically works with medical practitioners and tech professionals, helping them put their financial affairs in order and grow them in preparation for retirement. Independent financial advisor Nathan C. Downs is an Accredited Investment Fiduciary and Certified Retirement Counselor.

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)
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.
5.0
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Tremper & Roper logo
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Tremper & Roper

3900 East Valley Road, Suite 202, Renton, WA 98057
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  • Investment Management
  • Financial Planning
  • Wealth Management

Business Description

For over a decade, Tremper & Roper has been helping clients across Renton. The company assists individuals through financial planning and counsels them on issues related to insurance and taxes. It also educates clients on pre-retirement and post-retirement strategies. The company's other services include estate planning and investment management. James Tremper, one of the firm's professionals, has over three decades of experience in the financial services industry. He serves as an Investment Adviser Representative at the Pennsylvania-based firm Lincoln Investment.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
WaterRock Global Asset Management logo
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WaterRock Global Asset Management

29 148th Avenue Southeast, Bellevue, WA 98007
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Business Description

WaterRock Global Asset Management offers financial advice to clients in Renton to help them achieve their wealth objectives. Its advisors spend time with clients to discuss and learn more about their situations. They pay attention to the background, household, goals, and desires of individuals in order to create financial plans, balance sheets, and income statements. The company's financial advisors recommend strategies to manage and grow investments and face the associated risks. Jason Semone formed WaterRock Global Asset Management in 2009.

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.
4.8
Yelp
5.0 / 5 (22)
Google
4.3 / 5 (6)
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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