Top financial advisors in Kent, 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 assets that could trigger Washington's 7% capital gains tax, you need an advisor who understands how to navigate these rules alongside federal taxes. A common mistake is overlooking the impact of state capital gains tax when planning asset sales or investment strategies.
- Capital gains tax insight. Confirm how they integrate Washington's state tax on long-term gains into your overall tax plan.
- Federal and state coordination. Ask how they balance federal income tax strategies with state-specific taxes like sales and property tax.
- Asset sale timing. Inquire about their approach to timing sales or conversions to minimize combined tax burdens.
- Local market knowledge. See if they consider Kent's specific economic factors that might affect your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alvin W
CFP®, Series 63, Series 65, Series 66
Kent, WA
APEX Tax & Financial Planning
Alvin Wolcott II in Kent, WA, offers expertise in tax-aware financial planning, integrating state and federal tax strategies crucial for managing Washington's capital gains tax. As a CFP® and founder of APEX Tax & Financial Planning, he provides personalized services with negotiable flat fees and combines active and passive investment strategies, distinguishing him from advisors with less flexible fee structures or less comprehensive tax planning approaches.
Experience: 12 years
Avg account: $1,152,381
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Kimberly T
Series 65
Kent, WA
Madison Avenue Securities, LLC
Kimberly Ten Pas Bell offers flat-fee financial planning and consulting services in Kent, WA, suitable for clients seeking clear cost structures. With a Series 65 credential and experience as a founder and business owner, she brings a practical perspective, supported by Madison Avenue Securities' $2 billion in managed assets and diverse investment strategies, distinguishing her from advisors with longer tenure or different fee models.
Experience: 2 years
Avg account: $142,909
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Gregory B
CFP®, ChFC®, Series 63, Series 65
Kent, WA
Edward Jones
Gregory Baggenstos, a CFP® and ChFC® with 24 years of experience at Edward Jones in Kent, WA, is well-equipped to address complex tax scenarios including Washington's capital gains tax. His expertise in wealth management and tax-loss harvesting, combined with the resources of a large firm managing over $1 trillion in assets, distinguishes him from other local advisors.
Experience: 24 years
Avg account: $246,728
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Kendal W
Series 66
Seattle, WA
Wells Fargo Clearing
Kendal Walls at Merrill in Kent, WA, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Washington's capital gains tax alongside federal taxes. With a Series 66 designation and access to Merrill's broad managed account programs and tax-efficient strategies, Walls serves mid-career professionals and HENRY clients, charging a 1.10% fee for managed strategies under $2 million.
Experience: 1 year
Avg account: $475,575
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Abigail R
Series 66
Kent, WA
J.P. Morgan Securities
Abigail Robinson at J.P. Morgan Securities in Kent, WA, offers wealth management services with a focus on executive and business owner clients, supported by her Series 66 designation and experience at MassMutual. Her affiliation with a large firm provides access to institutional consulting and customized investment solutions, differentiating her through comprehensive asset allocation and performance reporting capabilities.
Experience: 1 year
Avg account: $318,381
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