Top financial advisors in Mount Vernon, 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 state capital gains tax, which can lead to unexpected tax bills even without state income tax.
- Capital gains tax insight. Confirm how they plan for Washington's specific 7% tax on long-term gains above certain thresholds.
- Federal and state coordination. Ask how they balance federal income tax strategies with state-level taxes like sales and property tax.
- Asset location strategy. Understand their approach to placing investments in accounts that minimize combined tax impact.
- Experience with local tax nuances. Look for advisors familiar with Washington's unique tax environment, not just general tax planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Parker C
Series 66
Mount Vernon, WA
Commonwealth Financial Network
Parker Collins in Mount Vernon, WA, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Washington's 7% capital gains tax alongside federal taxes. Affiliated with Commonwealth Financial Network, a large firm managing over $200 billion, he provides flat-fee consulting options and serves clients including founders and retirees, distinguishing him from advisors with different fee structures or client focuses.
Experience: 0 years
Avg account: $568,323
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Richard A
Series 63, Series 65
Mount Vernon, WA
Royal Fund Management, LLC
Richard Anderson in Mount Vernon, WA, offers expertise in options and derivatives strategies, retirement plans for business owners, and real estate investing, which can help navigate Washington's capital gains tax alongside federal taxes. His firm provides flat-fee financial planning and serves a diverse client base including individuals and corporations, using a disciplined investment approach combining fundamental, technical, and cyclical analysis.
Experience: 10 years
Avg account: $310,894
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Robin J
ChFC®, Series 63, Series 65
Mount Vernon, WA
OSAIC
Robin Johnson's extensive 47 years of experience and ChFC® designation equip him to navigate Washington's complex capital gains tax landscape effectively. Operating within OSAIC, a large SEC-registered firm, he offers flat-fee planning options and serves diverse clients, including executives and retirees, distinguishing him with seasoned expertise and flexible fee structures in Mount Vernon, WA.
Experience: 47 years
Avg account: $398,336
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Jana B
Series 66
Mount Vernon, WA
Ameriprise
Jana Braaten specializes in retirement income strategies and Social Security optimization, making her well-suited for clients approaching retirement in Mount Vernon, WA. Working at Ameriprise, a large firm with a $1 million account minimum and a 0.15% AUM fee, she leverages algorithmic tools and a centralized team to provide tailored, non-discretionary retirement income recommendations, distinguishing her from advisors with less firm support or fewer specialized services.
Experience: 5 years
Avg account: $471,167
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Stefan C
Series 63, Series 65
Mount Vernon, WA
Focus Capital, LLC
Stefan Cobb's 26 years of experience and focus on active portfolio management and options strategies position him well to address the complexities of Washington's 7% capital gains tax alongside federal taxes. Operating independently in Mount Vernon, his firm serves high-net-worth clients with a flat-fee structure and employs a comprehensive all-country, all-cap investment approach, differentiating him from advisors with narrower focuses or different fee models.
Experience: 26 years
Avg account: $785,449
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