Fiduciary advisors in Kirkland, WA
11 registered advisers
Kirkland is a Lake Washington suburb where Google's expanding campus and EveryDay Health tech wealth add to the Eastside advisory market. Roughly 100% of registered fiduciary firms here are fee-only, totaling 11 practices. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.
CALPA ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
ELITE WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$996M
Minimum--
Clients1,914
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$117M
Minimum--
Clients551
HOT CREEK CAPITAL, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$136M
Minimum--
Clients1
KAIZEN FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$244M
Minimum--
Clients560
PREVAIL WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$215M
Minimum--
Clients240
PRIVATE ASSET MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$105M
Minimum--
Clients252
ROBINSWOOD FINANCIAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$367M
Minimum--
Clients1,302
SCHMIDT FINANCIAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$493M
Minimum--
Clients817
SPG ADVISORS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$463M
Minimum--
Clients2,177
TAIYO PACIFIC PARTNERS L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$820M
Minimum--
Clients7