Top financial advisors in Vancouver, 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 state capital gains tax threshold, which can lead to unexpected tax bills.
- Capital gains tax insight. Confirm how they plan around Washington's specific tax on long-term gains, not just federal rules.
- Asset location strategy. Ask how they recommend holding or selling assets to manage combined federal and state tax impacts.
- Sales and property tax awareness. These can affect your overall financial picture; see how they incorporate them into your plan.
- Experience with local tax nuances. Ensure they understand Washington's unique tax environment beyond the "no income tax" headline.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Spencer S
Series 66
Vancouver, WA
Merrill
Spencer Schmid at Merrill in Vancouver, WA, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Washington's capital gains tax alongside federal rules. With a Series 66 credential and experience at major financial institutions, he serves mid-career professionals and HENRY clients through a large firm offering managed account programs and discretionary portfolio management with a 1.10% AUM fee under $2 million.
Experience: 1 year
Avg account: $860,085
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Daniel G
Series 66
Vancouver, WA
Edward Jones
Daniel Gilchrist in Vancouver, WA, brings 13 years of experience and a Series 66 designation, working with Edward Jones, a large firm managing over $1 trillion in assets. His expertise includes wealth management and estate planning, with a focus on diverse client demographics such as LGBTQIA and women professionals, offering advisory programs with fees up to 1.35% annually, which may suit clients seeking comprehensive services within a large firm environment.
Experience: 14 years
Avg account: $246,728
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Evan T
Series 63, Series 65
Vancouver, WA
LPL Financial
Evan Timperley in Vancouver, WA, offers expertise in wealth management and tax-loss harvesting, which can help navigate Washington's capital gains tax alongside federal rules. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and serves diverse clients, including business owners and retirees, leveraging 12 years of experience and a strong research-backed investment approach.
Experience: 13 years
Avg account: $399,489
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Fred E
CFP®, Series 63, Series 65
Vancouver, WA
Raymond James Financial
Fred Elledge's 38 years of experience and CFP® certification equip him to address complex tax considerations, including Washington's capital gains tax, within retirement and business succession planning. Affiliated with Raymond James Financial, a large firm known for non-discretionary planning and flat-fee structures, he serves a diverse clientele, offering personalized advice supported by extensive research and a broad affiliate network in Vancouver, WA.
Experience: 38 years
Avg account: $700,796
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Bradley H
Series 63, Series 66
Vancouver, WA
Cetera
Bradley Heath's 20 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to address the complexities of Washington's capital gains tax alongside federal rules. Operating within Cetera, a large firm with over 6,800 advisors, he offers flexible fee structures including flat fees and hourly consulting, catering to high earners and those approaching retirement in Vancouver, WA.
Experience: 20 years
Avg account: $306,089
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