Best Financial Advisors in BELLINGHAM, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BELLINGHAM
SATURNA CAPITAL CORPORATION
BELLINGHAM, WA · Since 1989
WEALTHMARK, LLC
BELLINGHAM, WA · Since 2021
TRADEWINDS CAPITAL MANAGEMENT, LLC
BELLINGHAM, WA · Since 2008
BELLINGHAM CAPITAL
BELLINGHAM, WA · Since 2022
TRAIL FINANCIAL PLANNING LLC
BELLINGHAM, WA · Since 2026
CAPSTONE RIA
BELLINGHAM, WA · Since 2025
WAYCROSS INVESTMENT MANAGEMENT CO
BELLINGHAM, WA · Since 2020
FINANCIAL PLAN, INC.
BELLINGHAM, WA · Since 2012
BARING FINANCIAL LLC
BELLINGHAM, WA · Since 2021
SKYLINE ADVISORS, INC.
BELLINGHAM, WA · Since 2015
WEST INVEST
BELLINGHAM, WA · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BELLINGHAM?
The median advisory fee in BELLINGHAM, WA is 0.95% of assets under management per year, based on Form ADV filings from 11 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.