Fiduciary advisors in Vancouver, WA

21 registered advisers

Vancouver is a Portland-adjacent city that benefits from Washington's lack of income tax while accessing Oregon's metro economy, and 21 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 100%, with 21 firms declining all forms of commission-based compensation.

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #307997
Typical Fee--
AUM$185M
Minimum--
Clients1,429

ALLEN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #135147
Typical Fee--
AUM$200M
Minimum--
Clients218

BAKER ELLIS ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #121802
Typical Fee--
AUM$1.0B
Minimum--
Clients343

CAIRN INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #143601
Typical Fee--
AUM$351M
Minimum--
Clients827

COLUMBIA RIVER FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #288539
Typical Fee--
AUM$195M
Minimum--
Clients731

DALE Q. RICE INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #310614
Typical Fee--
AUM$157M
Minimum--
Clients266

FIRST PACIFIC FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #284736
Typical Fee--
AUM$1.5B
Minimum--
Clients3,785

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Vancouver, WashingtonCRD #157019
Typical Fee--
AUM$237M
Minimum--
Clients586

HARLOW WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #148315
Typical Fee1.55%
AUM$375M
Minimum--
Clients1,643

HELIUM ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #282356
Typical Fee--
AUM$308M
Minimum--
Clients896

JAMES R. MARTIN CONSULTING, INC

Fee-Only, No ConflictsClean Record
Vancouver, WashingtonCRD #109542
Typical Fee--
AUM$444M
Minimum--
Clients659

JOHNSON BIXBY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #310839
Typical Fee--
AUM$790M
Minimum--
Clients2,142

LEADER CAPITAL CORP.

Fee-OnlyAlso Compensated via Product Sales
Vancouver, WashingtonCRD #46206
Typical Fee--
AUM$1.4B
Minimum--
Clients2

MARTEL WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #296896
Typical Fee--
AUM$1.5B
Minimum--
Clients2,787

MIDDLETON & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #284996
Typical Fee0.87%
AUM$131M
Minimum--
Clients388

MOMENTOUS WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #288429
Typical Fee--
AUM$356M
Minimum--
Clients1,154

MY PERSONAL CFO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #299424
Typical Fee--
AUM$334M
Minimum--
Clients429

SLOY, DAHL & HOLST, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #110102
Typical Fee--
AUM$1.7B
Minimum--
Clients1,016

SYNERGY ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #117201
Typical Fee--
AUM$1.1B
Minimum--
Clients5,659

UTA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #315427
Typical Fee--
AUM$215M
Minimum--
Clients248

VITA PLANNING GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #312323
Typical Fee--
AUM$65M
Minimum--
Clients122
Fiduciary Advisors in Vancouver, Washington | FiduciaryListings