Top financial advisors in Anacortes, WA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing investments or planning for retirement in Anacortes, WA, you might face unique tax considerations like the state's 7% capital gains tax on long-term investments above certain thresholds. Without an advisor familiar with these local rules, you could overlook key tax impacts that affect your overall financial plan.
- Capital gains tax insight. Look for advisors who understand how Washington's capital gains tax interacts with your federal tax situation.
- Holistic tax planning. Confirm they consider sales and property taxes alongside income and investment taxes to avoid surprises.
- Experience with local markets. Ask how they tailor strategies to Anacortes' economic environment and cost of living.
- Long-term investment sequencing. Ensure they plan withdrawals and asset sales to minimize combined tax burdens over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amy H
CFP®, Series 66
Anacortes, WA
Kestra Advisory
Amy Hong offers expertise in retirement plans for business owners and business exit strategies, which is valuable for managing investments and retirement in Anacortes, WA, especially considering local tax implications. As a CFP®-certified advisor at Kestra Advisory, a large firm serving institutional and individual clients, she provides flat-fee planning options and brings six years of experience along with active community involvement.
Experience: 6 years
Avg account: $618,892
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Taunya S
Series 66
Anacortes, WA
RBC Capital Markets
Taunya Sell's 24 years of experience and Series 66 credential equip her to navigate Anacortes' unique tax landscape, including capital gains considerations. Affiliated with RBC Capital Markets, a large firm offering flat-fee options and diverse portfolio management, she also brings local insight from her roles on community finance boards, distinguishing her through a blend of seasoned expertise and community involvement.
Experience: 25 years
Avg account: $1,017,425
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Rodney M
Series 66
Anacortes, WA
Key Investment Services LLC
Rodney Mott's experience with tax-loss harvesting and active portfolio management suits investors in Anacortes facing Washington's capital gains tax and complex local tax environment. Affiliated with a large firm offering model-driven wrap-fee programs and serving diverse clients, he provides structured investment options with a 1.40% annual advisory fee, differentiating him from advisors with smaller firms or different fee models.
Experience: 7 years
Avg account: $254,267
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Gerrit M
Series 66
Anacortes, WA
Edward Jones
Gerrit Maatkamp, based in Anacortes, WA, offers financial advice through Edward Jones, a large firm with extensive resources and over 23,000 advisors. His expertise includes charitable giving, college savings plans, and serving technology professionals, women, and widows, supported by a Series 66 designation and a fee structure up to 1.35% annually, which may suit clients seeking diverse planning options in the local market.
Experience: 0 years
Avg account: $246,728
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Kyle R
ChFC®, Series 65
Anacortes, WA
Champion Financial Planning LLC
Kyle Rash in Anacortes, WA, offers expertise in retirement planning and Social Security optimization, which can help navigate local tax impacts like Washington's capital gains tax. His firm provides flat-fee, independent financial planning with a focus on passive, low-cost investment strategies, distinguishing him from advisors who may use active management or different fee structures.
Experience: 5 years
Avg account: $886,364
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