A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Tacoma, WA:
Matt Daley
CFP®, AIF®
DecisionPoint Financial
Gig Harbor, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Port Orchard, Tacoma, Puyallup, Graham, and Olympia.
Brian Pinkston
CFA, CFP®, AIF®
Bright Road Wealth Management, LLC
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Anchorage, AK; also serving clients in Tacoma, WA
Jayson Owens
CFP®
Bright Road Wealth Management, LLC
Tacoma, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner with offices in Anchorage, AK, Denver, CO, and Tacoma, WA, serving clients locally and virtually
MK Lee
CFP®
SEAMFI LLC
Tacoma, WA
Specialties: Comprehensive Financial Planning, Equity Compensation
Fee-Only financial planner located in Tacoma, WA, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
