Top financial advisors in Spokane, 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% tax on long-term capital gains, you need an advisor who understands how to navigate these rules alongside federal taxes. A common mistake is focusing only on federal tax strategies and overlooking state-level capital gains implications.
- Capital gains tax insight. Confirm how they integrate Washington's unique capital gains tax into your overall tax plan.
- Investment timing strategies. Ask how they recommend timing asset sales to manage tax exposure effectively.
- Holistic tax approach. Look for advisors who consider sales and property taxes as part of your financial picture, not just income taxes.
- Experience with local markets. Ensure they understand Spokane's economic environment and how it affects your investment and tax planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Eric G
VerifiedCFP®, AIF®
Spokane, WA
Quantum Financial Planning Services, Inc.
Eric Green offers specialized retirement planning in Spokane, WA, with 29 years of experience and CFP® and AIF® certifications. His firm provides flat-fee structures tailored for real estate professionals, emphasizing tax-efficient strategies and flexible retirement plans, which may benefit those managing Washington's capital gains tax alongside federal considerations.
Experience: 29 years
Avg account: $906,605
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Maryanne J
Series 66
Spokane, WA
Serenity Advising
Maryanne John in Spokane, WA, offers expertise in retirement planning and business owner retirement plans, supported by 12 years of experience and a Series 66 designation. Her firm, Serenity Advising, provides discretionary portfolio management with a focus on client-specific investment policies and uses advanced analysis techniques, charging 1.50% AUM fees and $250 hourly for planning, which may suit clients seeking tailored retirement and tax-aware strategies.
Experience: 12 years
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Benjamin K
CFP®, Series 66
Spokane, WA
Hightower Advisors
Benjamin Klundt's 14 years of experience and CFP® certification equip him to address Spokane's unique capital gains tax challenges, integrating tax-loss harvesting and wealth management strategies. At Hightower Advisors, a large firm serving high-net-worth clients, he offers flat-fee and hourly financial planning, leveraging a multi-manager investment approach that distinguishes him from advisors with smaller practices or different fee models.
Experience: 14 years
Avg account: $2,848,795
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Richard B
Series 63, Series 65, Series 66
Spokane, WA
American Independent Securities Group, LLC
Richard Biel's 32 years of experience and Series 63, 65, and 66 credentials equip him to address Spokane's unique capital gains tax challenges effectively. His firm offers a flat-fee structure alongside negotiable asset-based fees, serving diverse clients with an open architecture investment approach, which may provide more tailored strategies compared to advisors with more rigid fee models or narrower client focuses.
Experience: 32 years
Avg account: $222,955
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Logan P
Series 66
Spokane, WA
LPL Financial
Logan Phillips, based in Spokane, WA, offers financial planning through LPL Financial, a large national firm with a broad advisory network, which may help navigate complex tax environments including Washington's capital gains tax. With three years of experience and a Series 66 designation, he provides flat-fee and hourly consulting services, distinguishing him from advisors who may use different fee structures or smaller firms.
Experience: 3 years
Avg account: $399,489
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