Top financial advisors in Spokane Valley, 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 impact, which can lead to unexpected tax bills.
- Capital gains tax insight. Confirm how they integrate Washington's specific 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 taxes like sales and property tax.
- Asset timing strategies. Inquire about their approach to timing asset sales to manage tax exposure effectively.
- Local market knowledge. See if they consider Spokane Valley's unique economic factors when advising on investments and taxes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert A
Series 65
Spokane Valley, WA
Pacific Wealth Advisory, LLC
Robert Astin, based in Spokane Valley, WA, offers wealth management with a focus on passive and index investing, suitable for high-net-worth clients navigating complex tax environments like Washington's capital gains tax. His dual role as a financial advisor and CPA partner provides integrated tax and investment planning, with a fee structure of 1.20% AUM or $385 hourly, distinguishing him from advisors with broader or less specialized tax expertise.
Experience: 2 years
Avg account: $279,541
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Billy S
Series 66
Spokane, WA
Merrill
Billy Storlie Jr. in Spokane offers expertise in tax-loss harvesting and active portfolio management, which are crucial for managing Washington's capital gains tax alongside federal taxes. Affiliated with Merrill, a large firm known for tax-efficient strategies and integrated services with Bank of America, he serves mid-career professionals and HENRY clients with an AUM fee of 1.10%, providing access to managed accounts and discretionary portfolio management.
Experience: 8 years
Avg account: $860,085
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Rigoberto C
Series 66
Spokane Valley, WA
LPL Financial
Rigoberto Chavez Gomez is equipped to address complex tax scenarios in Spokane Valley, including Washington's capital gains tax, through his expertise in tax-loss harvesting and wealth management. His affiliation with LPL Financial, a large firm offering flat-fee financial planning, supports diverse client needs and access to extensive investment research, distinguishing him from advisors with smaller firm resources or different fee structures.
Experience: 10 years
Avg account: $399,489
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Scott M
CFP®, ChFC®, Series 63
Spokane Valley, WA
Edward Jones
Scott Murock, a CFP® and ChFC® with 27 years of experience, is well-equipped to address complex tax and investment strategies in Spokane Valley, including capital gains considerations. His affiliation with Edward Jones, a large full-service firm serving over four million clients, provides access to diverse advisory programs and resources, distinguishing him from advisors at smaller firms or with less extensive networks.
Experience: 28 years
Avg account: $246,728
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Brenna P
Series 66
Spokane, WA
J.P. Morgan Securities
Brenna Piper's role at J.P. Morgan Securities equips her to address complex wealth management needs, including navigating Washington's capital gains tax alongside federal taxes. Her experience with a large firm offering institutional consulting and customized performance reporting distinguishes her from others, while her local ties to Spokane Valley and a 0.30% annual AUM fee provide additional context for comparison.
Experience: 4 years
Avg account: $318,381
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