Top financial advisors in Kennewick, 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 Kennewick, 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. Confirm how they incorporate Washington's specific capital gains tax into your investment strategy.
- Federal and state tax balance. Ask how they balance federal income tax planning with state-level sales and property taxes.
- Experience with local markets. Look for advisors who understand Kennewick's economic environment and cost of living factors.
- Long-term planning focus. Ensure they consider how tax changes might affect your retirement income over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Shawn M
Series 63, Series 65
Kennewick, WA
Raymond James Financial
Shawn Murrow's 23 years of experience and Series 63 and 65 designations equip him to navigate Kennewick's unique tax environment, including Washington's capital gains tax, within retirement and business succession planning. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly options, he serves diverse clients and emphasizes collaborative, non-discretionary investment consulting, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 23 years
Avg account: $700,796
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Konner D
Series 65
Kennewick, WA
DeLeon Wealth LLC
Konner De Leon in Kennewick, WA, offers expertise in options and derivatives strategies alongside college savings and cash flow budgeting, which can help navigate local tax impacts on investments. His firm uses a time-bucket allocation approach and offers flat fees for financial planning, catering to high-net-worth clients with a focus on personalized portfolio management and socially conscious investments.
Experience: 3 years
Avg account: $546,272
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Hayden P
Series 63, Series 66
Kennewick, WA
Cetera
Hayden Pitman in Kennewick, WA, offers expertise in wealth management and tax-loss harvesting, which can help navigate Washington's capital gains tax and local economic factors. With six years of experience at Cetera, a large firm providing flat-fee and hourly consulting options, he serves high earners and those approaching retirement, differentiating him through flexible fee structures and a focus on retirement plans for business owners.
Experience: 6 years
Avg account: $306,089
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Gabriel B
Series 66
Kennewick, WA
Edward Jones
Gabriel Barajas offers expertise in retirement income strategy and general estate planning, which is crucial for managing Kennewick's unique tax environment, including the state's capital gains tax. With 10 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to comprehensive investment solutions and serves both individual and institutional clients with a program fee up to 1.35% annually.
Experience: 10 years
Avg account: $246,728
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Alejandro M
Series 66
Kennewick, WA
Merrill
Alejandro Mayorga's experience at Merrill equips him to address Kennewick's unique tax environment, including capital gains tax, through tax-loss harvesting and active portfolio management. Serving mid-career professionals and HENRY clients, he offers a 1.10% AUM fee for managed strategies under $2 million, benefiting from Merrill's large-firm resources and integration with Bank of America affiliates.
Experience: 4 years
Avg account: $860,085
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