Top financial advisors in Pullman, 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 might 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 unique tax on long-term gains into your overall tax plan.
- Federal and state coordination. Ask how they balance federal income tax strategies with state-level sales and property taxes.
- Asset sale timing. Inquire about their approach to timing sales or conversions to minimize combined tax burdens.
- Local market knowledge. See if they consider Pullman's 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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James T
Series 66
Pullman, WA
Atrato Asset Management LLC
James Tallent in Pullman, WA, offers expertise in managing private and alternative investments, real estate, and concentrated stock, which is valuable for navigating complex tax scenarios including Washington's capital gains tax. As an independent advisor with 16 years of experience and a focus on high-net-worth clients, he provides both discretionary and non-discretionary services with a fee up to 1% annually, emphasizing portfolio construction and manager selection.
Experience: 16 years
Avg account: $7,898,826
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Lyn B
Series 63, Series 65
Pullman, WA
J.P. Morgan Securities
Lyn Brandt's 30 years of experience and role at J.P. Morgan Securities equip her to address complex wealth management needs, including navigating Washington's capital gains tax alongside federal taxes. Her affiliation with a large firm offering institutional consulting and customized performance reporting distinguishes her from others by providing access to extensive resources and sophisticated investment strategies.
Experience: 31 years
Avg account: $318,381
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Robert G
Series 63, Series 66
Pullman, WA
Edward Jones
Robert Gunderson in Pullman, WA, offers expertise in wealth management and tax-loss harvesting, which can help navigate Washington's capital gains tax alongside federal taxes. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and serves both individual and institutional clients with a program fee up to 1.35% annually.
Experience: 7 years
Avg account: $246,728
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Tyler S
CFP®, Series 66
Kennewick, WA
LPL Financial
Tyler Scott's 12 years of experience and CFP® certification equip him to address complex tax considerations, including Washington's capital gains tax, within wealth management and retirement planning. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients including business owners, distinguishing him from advisors with narrower focuses or different fee structures in Pullman, WA.
Experience: 12 years
Avg account: $399,489
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Matthew B
Series 66
Pullman, WA
HBW Advisory Services LLC
Matthew Bowers, based in Pullman, WA, offers financial planning and asset management with a flat-fee structure up to $10,000, suitable for clients seeking predictable costs. His firm, HBW Advisory Services LLC, manages $1.75 billion and uses a blended investment approach with third-party managers, serving a diverse client base including families and businesses, which may provide broader market insights compared to advisors with narrower focuses.
Experience: 3 years
Avg account: $119,864
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