Fiduciary advisors in Bellevue, WA

44 registered advisers

44 SEC-registered fiduciary advisory firms operate in Bellevue, Washington. Roughly 95% of registered fiduciary firms here are fee-only, totaling 42 practices.

ALETHEIAN WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #304623
Typical Fee--
AUM$413M
Minimum--
Clients546

ALTRAVUE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #283260
Typical Fee--
AUM$1.5B
Minimum--
Clients17

ARABLE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Bellevue, WashingtonCRD #287629
Typical Fee--
AUM$625M
Minimum--
Clients1

AUXANO ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #145179
Typical Fee--
AUM$1.5B
Minimum--
Clients2,009

AVIER WEALTH ADVISORS

Fee-Only, No ConflictsClean Record
Bellevue, WashingtonCRD #161077
Typical Fee--
AUM$964M
Minimum--
Clients2,477

AVISO WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Bellevue, WashingtonCRD #108146
Typical Fee--
AUM$495M
Minimum--
Clients1,904

B3 WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #300689
Typical Fee--
AUM$36M
Minimum--
Clients82

BASECAMP WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #334018
Typical Fee--
AUM$882M
Minimum--
Clients187

BELLEVUE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #129194
Typical Fee--
AUM$394M
Minimum--
Clients593

BOONE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #116682
Typical Fee0.45%
AUM$639M
Minimum--
Clients598

CAPITAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #169470
Typical Fee--
AUM$677M
Minimum--
Clients1,434

CERCANO MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #315897
Typical Fee--
AUM$10.5B
Minimum--
Clients46

COLDSTREAM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #108805
Typical Fee1.00%
AUM$12.4B
Minimum--
Clients4,519

CONSILIO WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #314466
Typical Fee--
AUM$458M
Minimum--
Clients1,246

EMERALD ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #305125
Typical Fee--
AUM$941M
Minimum--
Clients983

EVANS CAPITAL MANAGEMENT ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #110699
Typical Fee--
AUM$545M
Minimum--
Clients1,040

EVERGREEN CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #104931
Typical Fee--
AUM$5.2B
Minimum--
Clients3,147

FORESEE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #333296
Typical Fee--
AUM$146M
Minimum--
Clients393

FORTIS CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #172198
Typical Fee--
AUM$776M
Minimum--
Clients485

FRG FAMILY WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #282542
Typical Fee--
AUM$741M
Minimum--
Clients667

FULCRUM WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #169277
Typical Fee--
AUM$208M
Minimum--
Clients296

GOLDFINCH PARTNERS

Fee-Only, No ConflictsClean Record
Bellevue, WashingtonCRD #300919
Typical Fee--
AUM$2.1B
Minimum--
Clients5

HARA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #315108
Typical Fee--
AUM$168M
Minimum--
Clients119

HIGHBURY PACIFIC CAPITAL CORP.

Fee-Only, No ConflictsClean Record
Bellevue, WashingtonCRD #157778
Typical Fee--
AUM$333M
Minimum--
Clients1

INTEGRATED QUANTITATIVE INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #310106
Typical Fee--
AUM$845M
Minimum--
Clients19

INTEGRATED WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #314575
Typical Fee--
AUM$122M
Minimum--
Clients84

KAIROS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #150342
Typical Fee--
AUM$106M
Minimum--
Clients195

MAINSAIL FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #317970
Typical Fee--
AUM$404M
Minimum--
Clients1,448

MARSJEWETT FINANCIAL GROUP

Fee-Only, No ConflictsClean Record
Bellevue, WashingtonCRD #297388
Typical Fee--
AUM$735M
Minimum--
Clients1,967

MOUNTAIN PACIFIC ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #151666
Typical Fee--
AUM$363M
Minimum--
Clients4

OPAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #164014
Typical Fee--
AUM$122M
Minimum--
Clients344

OPTIMIST RETIREMENT GROUP, LLC

Clean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #119086
Typical Fee--
AUM$243M
Minimum--
Clients213

PARCION PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #305115
Typical Fee--
AUM$2.5B
Minimum--
Clients1,610

PAUL R. RIED FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #297284
Typical Fee--
AUM$1.1B
Minimum--
Clients2,496

RARE WOLF CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #334465
Typical Fee--
AUM$187M
Minimum--
Clients68

SCS

Fee-OnlyAlso Compensated via Product Sales
Bellevue, WashingtonCRD #310849
Typical Fee--
AUM$1.6B
Minimum--
Clients3,472

SNIDER FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #117392
Typical Fee--
AUM$501M
Minimum--
Clients1,396

SOUNDPATH RETIREMENT STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #315590
Typical Fee--
AUM$134M
Minimum--
Clients690

STRATEGIC ASSET ALLIANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #148763
Typical Fee--
AUM--
Minimum--
Clients--

TALBOT FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #155162
Typical Fee--
AUM$1.3B
Minimum--
Clients530

THIRD STAGE INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #141951
Typical Fee--
AUM--
Minimum--
Clients--

TRUEWEALTH FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #316079
Typical Fee--
AUM$225M
Minimum--
Clients439

TSCHETTER GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #301548
Typical Fee1.50%
AUM$2.1B
Minimum--
Clients1,330

WEALTHCOLLAB

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #269840
Typical Fee--
AUM$229M
Minimum--
Clients390
Fiduciary Advisors in Bellevue, Washington | FiduciaryListings