Fiduciary advisors in Tacoma, WA
11 registered advisers
Located in Washington, Tacoma is a port city with Joint Base Lewis-McChord and a growing professional class seeking fiduciary alternatives to wirehouse firms. Among them, 11 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.
BENCHMARK PLUS MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$947M
Minimum--
Clients9
COLUMBIA RIVER ADVISORS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$190M
Minimum--
Clients693
D'ANNUNZIO CONSULTING GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients44
FINANCIAL INSIGHTS WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$663M
Minimum--
Clients1,950
GOULD CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$155M
Minimum--
Clients378
GQG PRIVATE CAPITAL SOLUTIONS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$104M
Minimum--
Clients3
MKT AND ASSOCIATES LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$379M
Minimum--
Clients545
PORTFOLIO STRATEGIES INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$55M
Minimum--
Clients354
RAINIER FAMILY WEALTH, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$331M
Minimum--
Clients446
SENESCHAL FAMILY OFFICE
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$274M
Minimum--
Clients651
STOLZ & ASSOCIATES, PS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$282M
Minimum--
Clients568