Best Financial Advisors in BELLINGHAM, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in BELLINGHAM
SATURNA CAPITAL CORPORATION
BELLINGHAM, WA · Since 1989
TRADEWINDS CAPITAL MANAGEMENT, LLC
BELLINGHAM, WA · Since 2008
WEALTHMARK, LLC
BELLINGHAM, WA · Since 2021
BELLINGHAM CAPITAL
BELLINGHAM, WA · Since 2022
CAPSTONE RIA
BELLINGHAM, WA · Since 2025
TRAIL FINANCIAL PLANNING LLC
BELLINGHAM, WA · Since 2026
FINANCIAL PLAN, INC.
BELLINGHAM, WA · Since 2012
SKYLINE ADVISORS, INC.
BELLINGHAM, WA · Since 2015
WAYCROSS INVESTMENT MANAGEMENT CO
BELLINGHAM, WA · Since 2020
WEST INVEST
BELLINGHAM, WA · Since 2023
BARING FINANCIAL LLC
BELLINGHAM, WA · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.