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Find Retirement Advisors for Retirement Planning in Washington, Edmonds

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 5 Retirement Planning firms in Edmonds, Washington (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	326 Admiral Way, Suite 200 Edmonds, WA, 98020-7261	$4,411,874,000	327	24	A percentage of AUM, Other (MODEL-ONLY PORTFOLIO)
2	505 5th Avenue South, Suite 104 Edmonds, WA, 98020	$857,768,310	2369	11	A percentage of AUM, Hourly charges, Fixed fees
3	115 2nd Avenue North, Suite 200 Edmonds, WA, 98020	$482,399,894	674	10	A percentage of AUM, Fixed fees
4	152 3rd Ave S, Suite 103b Edmonds, WA, 98020-8442	$470,591,159	564	5	A percentage of AUM, Hourly charges, Fixed fees
5	100 2nd Ave S., Suite 300 Edmonds, WA, 98020	$121,392,028	388	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Edmonds, Washington

ZEVENBERGEN CAPITAL INVESTMENTS LLC

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QualificationsFirm CRD# 128990

Assets Under Management $4,411,874,000

No. Of Clients327

Clients Per Financial Advisor14

ZEVENBERGEN CAPITAL INVESTMENTS LLC is a financial advisory firm situated in Edmonds, Washington. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 327 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (MODEL-ONLY PORTFOLIO)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (MODEL-ONLY PORTFOLIOS)

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PACIFIC SAGE PARTNERS, LLC

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QualificationsFirm CRD# 315663

Assets Under Management $857,768,310

No. Of Clients2369

Clients Per Financial Advisor215

PACIFIC SAGE PARTNERS, LLC is a financial advisory firm situated in Edmonds, Washington. With a nearly $858M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2369 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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SAGE ADVISORS, LLC

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QualificationsFirm CRD# 301328

Assets Under Management $482,399,894

No. Of Clients674

Clients Per Financial Advisor67

SAGE ADVISORS, LLC is a financial advisory firm situated in Edmonds, Washington. With a nearly $482M assets under management, the firm specializes in crafting personalized retirement planning solutions for 674 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

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HARBOUR INVESTMENT MANAGEMENT L.L.C.

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QualificationsFirm CRD# 111166

Assets Under Management $470,591,159

No. Of Clients564

Clients Per Financial Advisor113

HARBOUR INVESTMENT MANAGEMENT L.L.C. is a financial advisory firm situated in Edmonds, Washington. With a nearly $471M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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TFS ADVISORS, LLC

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QualificationsFirm CRD# 167653

Assets Under Management $121,392,028

No. Of Clients388

Clients Per Financial Advisor129

TFS ADVISORS, LLC is a financial advisory firm situated in Edmonds, Washington. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 388 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

View Full Profile

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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