Top financial advisors in Seattle, 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 that might trigger Washington's 7% capital gains tax, you need an advisor who understands how to manage these taxes alongside federal rules. A common mistake is overlooking the impact of state capital gains tax when planning your investment sales or retirement withdrawals.
- Capital gains tax insight. Confirm how they integrate Washington's state tax on long-term gains into your overall tax strategy.
- Federal and state coordination. Ask how they balance federal income tax planning with state-specific taxes like sales and property tax.
- Investment timing strategies. Look for advisors who consider when to sell assets to minimize combined tax burdens.
- Experience with local tax nuances. Ensure they understand Seattle's unique tax environment beyond 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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Charity A
Series 66, Series 63
Seattle, WA
J.P. Morgan Securities
Charity Atkinson at J.P. Morgan Securities in Seattle offers wealth management with a 0.30% annual AUM fee, suitable for clients needing coordinated federal and state tax strategies, including Washington's capital gains tax. Her experience at a large firm with institutional consulting and a background working with executives and business owners distinguishes her from advisors focused solely on individual investors.
Experience: 5 years
Avg account: $318,381
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William H
Series 65
Seattle, WA
Sapling Wealth Management
William Hicks in Seattle offers expertise in private and alternative investments along with tax-loss harvesting, which is crucial for managing Washington's capital gains tax. His firm, Sapling Wealth Management, provides both discretionary and non-discretionary portfolio management with a strategic and tactical approach, charging flat fees for financial plans and maintaining independence, which may appeal to clients seeking transparent fee structures and tailored investment strategies.
Experience: 15 years
Avg account: $1,762,784
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Bruce H
Series 63
Seattle, WA
Newground Social Investment
Bruce Herbert in Seattle offers expertise in ESG and sustainable investing, ideal for high-net-worth clients managing significant assets with state-specific tax considerations. His firm, Newground Social Investment, serves investors with $1.5 million or more, providing flat-fee structures and a seasoned approach with 25 years of experience, distinguishing him from advisors with broader or less specialized portfolios.
Experience: 26 years
Avg account: $1,278,764
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Andrew H
Series 66
Seattle, WA
Commonwealth Financial Network
Andrew Harvey in Seattle offers expertise in tax-loss harvesting and retirement income strategy, which is crucial for managing Washington's capital gains tax alongside federal rules. His affiliation with Commonwealth Financial Network, a large firm with flat-fee consulting options and discretionary portfolio management, provides a blend of personalized service and institutional support that distinguishes him from other local advisors.
Experience: 5 years
Avg account: $568,323
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Leslie R
CFP®
Seattle, WA
Humanize Wealth
Leslie Rosenberg is well-equipped to address the complexities of Washington's capital gains tax for high-net-worth clients in Seattle, combining 7 years of experience with CFP® certification and a flat-fee structure. Her firm, Humanize Wealth, integrates financial planning with investment management and emphasizes social impact, differentiating her through a focus on community engagement and equity alongside traditional wealth management.
Experience: 8 years
Avg account: $2,255,600
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