Fiduciary advisors in Spokane, WA

22 registered advisers

In Spokane, 22 investment advisory firms hold SEC registration and meet fiduciary standards. Roughly 86% of registered fiduciary firms here are fee-only, totaling 19 practices. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

917 ADVISORY SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #331476
Typical Fee--
AUM$130M
Minimum--
Clients538

COLUMBIA ADVISORY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #171616
Typical Fee--
AUM$313M
Minimum--
Clients1,822

FELLOWSHIP FINANCIAL PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #330347
Typical Fee--
AUM$362M
Minimum--
Clients2,058

FINANCIAL FORUM, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #307740
Typical Fee--
AUM$286M
Minimum--
Clients1,696

FORTITUDE FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #313235
Typical Fee--
AUM$282M
Minimum--
Clients1,832

FREEDOM ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #335660
Typical Fee--
AUM$142M
Minimum--
Clients420

GRIFFITHS, DREHER & EVANS, P.S., CPAS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #142448
Typical Fee--
AUM$311M
Minimum--
Clients916

INTEGRITY WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #150103
Typical Fee--
AUM$127M
Minimum--
Clients504

JMK & ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #312760
Typical Fee--
AUM$268M
Minimum--
Clients1,459

LODESTONE WEALTH MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Spokane, WashingtonCRD #151115
Typical Fee--
AUM$306M
Minimum--
Clients681

MB GEN WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #327967
Typical Fee--
AUM$334M
Minimum--
Clients392

NORTHERN CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #111379
Typical Fee0.90%
AUM$462M
Minimum--
Clients1,819

NORTHERN CAPITAL RETIREMENT SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #163327
Typical Fee0.50%
AUM$263M
Minimum--
Clients22

PALOUSE CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #104573
Typical Fee--
AUM$327M
Minimum--
Clients892

QUANTUM FINANCIAL PLANNING SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #115877
Typical Fee--
AUM$727M
Minimum--
Clients3,025

RICHARDS MERRILL WEALTH MANAGEMENT

Also Compensated via Brokerage
Spokane, WashingtonCRD #713
Typical Fee--
AUM$514M
Minimum--
Clients1,061

SELKIRK WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #173605
Typical Fee--
AUM$207M
Minimum--
Clients601

SIGNIA CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #121505
Typical Fee--
AUM$124M
Minimum--
Clients16

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #330611
Typical Fee--
AUM$175M
Minimum--
Clients892

VICKERMAN INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #313240
Typical Fee--
AUM$632M
Minimum--
Clients1,159

VORPAHL WING SECURITIES, INC.

Also Compensated via Brokerage
Spokane, WashingtonCRD #47548
Typical Fee--
AUM$124M
Minimum--
Clients557

WEALTH ASSET MANAGERS

Clean RecordAlso Compensated via Brokerage
Spokane, WashingtonCRD #14377
Typical Fee--
AUM$272M
Minimum--
Clients2,026
Fiduciary Advisors in Spokane, Washington | FiduciaryListings