Top financial advisors in Olympia, WA
We’ve curated a list of the best financial advisors in Olympia, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$259,591,065
Number of advisors
12 advisors
| $259,591,065 | 12 advisors | |
| 2 |
Assets under management
$104,711,061
Number of advisors
3 advisors
| $104,711,061 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Soundview Advisors
SoundView Advisors, Inc. is a Registered Investment Advisor Firm established in January 2007 by Bruce Stoltenberg and Kevin L. Slater, CFP®, CEO. The firm offers a range of investment advisory services, including asset allocation, investment selection, and ongoing account management. SoundView Advisors does not have a minimum account size but typically caters to clients with significant assets and/or income. The firm charges an annual retainer fee based on a percentage of assets under management, with fees negotiable in special circumstances. Clients' accounts are reviewed quarterly, and they receive regular reports on the composition, allocation, and performance of their accounts. SoundView Advisors acts as a fiduciary, always putting clients' best interests first. The firm does not charge performance-based fees and does not sponsor a wrap fee program. Clients have the option to delegate proxy voting authority. SoundView Advisors does not compensate individuals for client referrals and does not accept commissions for the sale of securities. The firm's financial information indicates stability and no financial issues that could impact its fiduciary duty. For more information, clients can contact SoundView Advisors directly.
$259,591,065 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersStapp Wealth Management, Pllc
Stapp Wealth Management, PLLC is a registered investment adviser based in Olympia, Washington, providing tailored investment advisory services since 1996. Their services include Portfolio Management, Financial Planning, and Tax Preparation. Clients have the opportunity to invest in one of five portfolio strategies managed with discretionary authority, primarily consisting of no-load and exchange-traded funds. The firm charges an hourly fee for financial planning services and a percentage of assets under management for supervisory services. Stapp Wealth Management, PLLC does not accept performance-based fees or engage in side-by-side management. They cater to individuals, high net worth individuals, and retirement accounts, typically requiring a minimum combined asset value of $250,000. The firm exercises investment discretion with client accounts, providing continuous management services and annual reviews. Stapp Wealth Management, PLLC emphasizes a fiduciary duty to act in clients' best interests. The team includes Gregory T. Stapp, Thomas M. Stapp, and Rebecca A. Stapp, all Certified Financial Planner professionals. The firm's investment strategies are based on thorough analysis, risk assessment, and client-specific financial goals. Stapp Wealth Management, PLLC prioritizes client privacy, compliance with regulatory standards, and transparent communication.
$104,711,061 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Olympia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Olympia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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