Top financial advisors in Renton, 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 financial 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.
- Experience with local tax nuances. Look for advisors familiar with Renton's tax environment beyond just the absence of state income tax.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Carlton E
Series 63, Series 65
Renton, WA
Chimera Wealth
Carlton Ellis in Renton, WA, offers expertise in options and derivatives strategies alongside annuities, which can be valuable for managing complex tax implications like Washington's capital gains tax. With 36 years of experience and a flat-fee structure ranging from $500 to $20,000, he provides both discretionary and non-discretionary portfolio management, blending traditional and digital asset analysis to suit individual and high-net-worth clients.
Experience: 37 years
Avg account: $365,240
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Charles T
Series 63, Series 66
Renton, WA
LPL Financial
Charles Taylor Jr. in Renton, WA, offers expertise in wealth management and tax-loss harvesting, which can help navigate Washington's capital gains tax alongside federal taxes. His affiliation with LPL Financial, a large firm with a flat-fee structure, supports diverse client needs including business owners and high-net-worth households, distinguishing him from advisors with smaller practices or different fee models.
Experience: 14 years
Avg account: $399,489
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Edward H
Series 66
Renton, WA
Ameriprise
Edward Harris in Renton, WA, offers expertise in retirement income strategy and tax-efficient planning, supported by 22 years of experience and a Series 66 designation. His affiliation with Ameriprise, a large firm providing comprehensive advisory and insurance solutions, and ownership of a tax preparation business, adds depth in navigating complex tax environments compared to other advisors.
Experience: 23 years
Avg account: $471,167
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Danxia Z
Series 66
Renton, WA
Merrill
Danxia Zhen offers wealth management and retirement planning expertise in Renton, WA, with a focus on tax minimization and estate planning, which is crucial for navigating Washington's capital gains tax. Affiliated with Merrill, a large firm, she provides access to extensive investment and banking resources, serving women professionals and executives with a 1.10% AUM fee for accounts under $2 million.
Experience: 1 year
Avg account: $860,085
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Daryl M
Series 65, Series 63
Renton, WA
Continental Investors Services, Inc.
Daryl Miller's 27 years of experience and his role at Continental Investors Services, Inc. in Renton, WA, position him well to address complex tax considerations, including Washington's capital gains tax. His firm's focus on fixed-income and municipal securities, combined with discretionary portfolio management and insurance sales, offers a multifaceted approach that may differ from advisors concentrating solely on equity investments or fee-only models.
Experience: 28 years
Avg account: $317,595
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