Fiduciary advisors in Olympia, WA

6 registered advisers

6 advisory firms in Olympia, Washington carry SEC fiduciary registration, 5 of which are fee-only.

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Olympia, WashingtonCRD #160581
Typical Fee--
AUM$125M
Minimum--
Clients427

CAPSTONE INVESTMENT GROUP

Also Compensated via Brokerage
Olympia, WashingtonCRD #159918
Typical Fee--
AUM$152M
Minimum--
Clients1,178

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Olympia, WashingtonCRD #151298
Typical Fee--
AUM$4.1B
Minimum--
Clients18,288

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Olympia, WashingtonCRD #151088
Typical Fee--
AUM$1.9B
Minimum--
Clients6,242

SOUNDVIEW ADVISORS

Fee-Only, No ConflictsClean Record
Olympia, WashingtonCRD #114437
Typical Fee--
AUM$408M
Minimum--
Clients1,084

STAPP WEALTH MANAGEMENT, PLLC

Fee-Only, No ConflictsClean Record
Olympia, WashingtonCRD #116553
Typical Fee--
AUM$123M
Minimum--
Clients231
Fiduciary Advisors in Olympia, Washington | FiduciaryListings