Fiduciary advisors in Yakima, WA

4 registered advisers

4 fiduciary firms in Yakima, Washington hold SEC registration. 4 are structured as fee-only practices.

CAPITAL ADVISORS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yakima, WashingtonCRD #309387
Typical Fee--
AUM$1.1B
Minimum--
Clients1,051

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yakima, WashingtonCRD #116891
Typical Fee--
AUM$824M
Minimum--
Clients3,055

SURIENCE PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yakima, WashingtonCRD #313055
Typical Fee1.75%
AUM$125M
Minimum--
Clients334

TIETON CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yakima, WashingtonCRD #135769
Typical Fee--
AUM$269M
Minimum--
Clients97
Fiduciary Advisors in Yakima, Washington | FiduciaryListings