Best Financial Advisors in KENNEWICK, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$149M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in KENNEWICK
#1
100
PETERSEN HASTINGS WEALTH ADVISORS, INC.
KENNEWICK, WA · Since 1983
$1.6B AUM16 clientsFee: 0%
FiduciaryFee-Only
#2
100
MONSON WEALTH MANAGEMENT, INC.
KENNEWICK, WA · Since 2021
$149M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
100
HFG ADVISORS, INC.
KENNEWICK, WA · Since 2022
$113M AUM5 clientsFee: 0%
FiduciaryFee-Only
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 KENNEWICK?
The median advisory fee in KENNEWICK, WA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.