Top financial advisors in Bellevue, 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 have significant investments or are planning to sell assets in Bellevue, WA, understanding how to manage your tax exposure is crucial. A common mistake is assuming that Washington's lack of state income tax means you won't face state taxes, overlooking the 7% tax on long-term capital gains above certain thresholds.
- Capital gains awareness. Confirm how the advisor plans for Washington's specific capital gains tax and integrates it with your federal tax strategy.
- Tax timing strategies. Ask how they recommend timing asset sales to minimize combined federal and state tax impacts.
- Property and sales tax considerations. Explore how they factor in local property and sales taxes when crafting your financial plan.
- Experience with local regulations. Ensure the advisor understands Washington's unique tax environment beyond the absence of income tax.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin Y
Series 65
Bellevue, WA
Opal Advisors
Justin Young in Bellevue, WA, specializes in options and derivatives strategies, concentrated stock management, and active portfolio management, which can help address complex tax considerations like Washington's capital gains tax. As an independent advisor at Opal Advisors with a 1.50% AUM fee, he brings a unique perspective from his founder experience and a focus on integrated financial planning for individuals and small businesses.
Experience: 1 year
Avg account: $886,375
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Adam D
Series 63, Series 65
Bellevue, WA
Waterrock Global Asset Management
Adam Droker offers expertise in active portfolio management and options strategies, well-suited for navigating Bellevue's unique tax environment on capital gains. His firm, Waterrock Global Asset Management, serves high-net-worth clients with discretionary portfolio management and employs diverse investment approaches, charging flat fees based on services rather than assets, which may appeal to clients seeking transparent pricing and personalized planning.
Experience: 21 years
Avg account: $500,698
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Trevor F
Series 66
Bellevue, WA
Transamerica Financial Advisors
Trevor Foster in Bellevue, WA, is equipped to address local tax nuances with expertise in concentrated stock management and wealth management, supported by Transamerica Financial Advisors' large-firm resources. His approach includes model portfolios and third-party managers, serving diverse clients like trusts and businesses, with a 0.65% AUM fee, distinguishing him through access to broad investment options despite his relatively recent industry experience.
Experience: 1 year
Avg account: $48,577
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Jay P
Series 63, Series 65
Bellevue, WA
Realta Investment Advisors, Inc
Jay Porter brings over four decades of experience in Bellevue, WA, with expertise in options and derivatives strategies, concentrated stock management, and retirement plans for business owners. His firm, Realta Investment Advisors, manages $343 million in assets and offers flexible fee structures including flat fees and hourly rates, distinguishing him from others by combining seasoned insight with diverse investment and planning services.
Experience: 43 years
Avg account: $311,930
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Esther L
Series 63, Series 65
Bellevue, WA
Wealth Enhancement Advisory Services, LLC
Esther La Marche's experience with active portfolio management and business exit strategies suits clients in Bellevue, WA, navigating local tax complexities including capital gains. Operating within a large, fee-only firm managing $256 million in assets, she offers flat-fee and hourly financial planning options, catering to mid-career professionals and baby boomers with diversified ETF-based portfolios.
Experience: 6 years
Avg account: $1,378,035
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