Ways to browse advisors serving Kent, WA

Pick a specialty or descriptor to browse more advisors serving Kent, WA.

By how they work

Type	Advisors
Large-firm	3,912
Flat-fee	2,497
Seasoned	1,666
Independent	1,531
CFP®-certified	934

By who they serve

Type	Advisors
High-net-worth	1,604
Baby Boomer	114
Millennial	9
Gen X	6

Browse by specialty

Find advisors serving Kent, WA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,604
Executive	2,298
Wealth management	2,018
Retired	1,887
Tax-loss harvesting	1,532
Retirement income strategy	1,061
Retirement plans for business owners (SEP, solo 401k)	1,013
Private / alternative investments	928
General retirement planning	798
Active portfolio management	788
Approaching retirement	776
General estate planning guidance	681
ESG / Sustainable investing	604
HENRY (High Earners, Not Rich Yet)	593
College savings (529s, UTMA, etc.)	577
Mid-Career Professionals	560
Cash flow / budgeting	528
Income planning	470
Charitable giving & philanthropy	441
Concentrated stock management	389
Social Security optimization	376
Real estate investing	370
Options & derivatives strategies	358
Multi-generational wealth transfer	341
Business exit / sale strategy	312
Passive / index investing	285
Retirement withdrawal strategies	250
Equity compensation tax strategy	210
Annuities	202
Established Professionals	192
Financial Professional	167
Business succession planning	162
Business ownership considerations	147
Divorce financial planning	118
Professional Athlete	107
Self-Employed	73
General tax planning	72
Long-term care insurance	65
Values-based investing	62
Women Professionals	61
Attorney	52
Debt management	49
Divorced	49
Married/Couples/Partners	47
Equity Recipients (RS/RSU, SOP, ESPP)	44
Tax strategies for small businesses	41
Educators, Teachers, and Academics	40
Planning for children with special needs	39
Parents	37
Technology Professional	37
Life insurance needs analysis	33
Family Business	27
LGBTQIA	25
Factor investing / smart beta	24
Intergenerational Families	24
Liquidity event planning	23
Military & Veterans	22
Medicare planning	18
Religious/faith focused	17
Doctor or Medical Professional	16
Charitable giving tax strategies	15
Women's Finance	14
Business Financial Management	12
Startup equity planning	10
Young Families	10
Young Professionals	7
Stock option exercise strategy	6
FIRE (Financial Independence Retire Early)	5
Retired	5
Business sale tax planning	4
Exec comp design	4
Home buying	4
Immigrants	4

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