Fiduciary advisors in Bellingham, WA
11 registered advisers
Across Bellingham's advisory market, 11 firms maintain SEC registration as fiduciaries. Fee-only firms account for 11 of the 11 registered practices, or about 100% of the local market.
BARING FINANCIAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$210M
Minimum--
Clients1,014
BELLINGHAM CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$142M
Minimum--
Clients596
CAPSTONE RIA
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$241M
Minimum--
Clients636
FINANCIAL PLAN, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients3,742
SATURNA CAPITAL CORPORATION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.6B
Minimum--
Clients128
SKYLINE ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$386M
Minimum--
Clients1,204
TRADEWINDS CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$603M
Minimum--
Clients2,652
TRAIL FINANCIAL PLANNING LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$104M
Minimum--
Clients150
WAYCROSS INVESTMENT MANAGEMENT CO
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$217M
Minimum--
Clients334
WEALTHMARK, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$114M
Minimum--
Clients402
WEST INVEST
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$194M
Minimum--
Clients1,184