10 Best Seattle Financial Advisors

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1. Fidelity Investments

1518 6th Ave, Seattle • Downtown

Piragash - Why pay ATM fees when everything is free?

Michael Mattmiller - Super easy to use tools, low fees
2. Coinme

701 5th Ave 3150, Seattle

Arry Yu - Call up Brian@coinme.com (Brian Belden). Really friendly and nice guy. They are literally the fastest and easiest way to crypto and Bitcoin on earth. There's nothing faster. And unlike all the other services out there, they can get you into this new alternative asset class from start to finish, in the SAME DAY. The KYL/AML administrative stuff you have to do (all banks by law) - but you can do it AFTERwards so that you can buy when you want to buy.

Dae Yu - They have real people you can call and talk to about Bitcoin and crypto and digital assets. It's not the typical 100% online help provided by other service providers.
3. Coldstream Wealth Management

1200 Westlake Ave N 900, Seattle

Detlef Schrempf - Long term partner for families and individuals, helping to find and define passions and goals in order to live the life envisioned

Pepper's Personal Assistants - Experience: Takes clients with net worth of $2 Million plus. Great customer service and repuatation. 1% Fee. Financial planning, CP Contact: Kurt Biedermna
4. Joseph Ficarra

Chris Manderino - Jo is the man! He helped me consolidate my investments, lower my fees, incorporate money from my mom that I'm managing into my portfolio. He even offers theater tickets sometimes to my family. I'll use him forever.
5. Michael Thompson

Lindsay Pedersen - Low-key and smart.
6. Joel Ferrell

Two Union Square, 601 Union St 5200, Seattle

recommended by Bill Carr
7. Alecia Modahl

8201 164th Ave NE 200, Redmond

Peter Chee - Super down to earth person. Really cares and is super funny!
8. Brent Lyman

Arry Yu - He's straight. He cuts to the chase. He's got some gritty personality - and he can talk both the equity markets and the alternatives, like Bitcoin! @CryptoBly on Twitter and one of my personal favorites.
9. D.A. Davidson

701 5th Ave 4050, Seattle • Downtown

Melinda - We recommend Mike Meggyesy and DA Davidson. He's great to work with and has done an excellent job for us.
10. Pathways to Resolution

100 W Harrison St Tower Suite 470, Seattle • Queen Anne

recommended by Liz Pearce

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Jana Kleitsch

4 months ago • Seattle

I'm in the market for a new financial advisor. What would be good questions to ask when interviewing a potential advisor?

11 replies

Last reply 3 months ago

Jana Kleitsch FYI, I found this helpful podcast episode from NPR's life kit. https://www.npr.org/2018/12/12/676160245/should-you-pay-for-financial-advice (in case anyone else is waffling about this too.)

Adam Doppelt I heard that podcast too. I'm definitely a fan of the Vanguard Retirement funds, which try to target the right level of risk depending on your age. So simple and the fees are tiny. Of course, a fund won't really help you clean up debt or structure the rest of your financial needs...

Detlef Schrempf I am always available to talk if you want to get a perspective on what is out there - vast array of people who call themselves financial advisers with different value prop (from insurance to planning to asset management, etc) with different fee structures.

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