Top financial advisors in Walla Walla, WA
We’ve curated a list of the best financial advisors in Walla Walla, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$94,504,739
Number of advisors
3 advisors
| $94,504,739 | 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.
Methodology
To generate our top financial advisors list in Walla Walla, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Walla Walla. 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.
Buckley Investment Group, LLC
Buckley Investment Group, LLC, established in September 2003, specializes in providing investment management services for individuals, trusts, entities, companies, corporations, and foundations. The firm, solely owned by John Buckley, offers discretionary investment management services on a fee-only basis, tailored to each client's investment objectives, risk tolerance, and time horizon. Investment strategies include equities, debt, fixed income securities, mutual funds, ETFs, and private investments. Clients may also opt for separately managed accounts or a Unified Managed Account Program. Financial Planning services are available, covering various financial aspects, with fees negotiable up to $1,500 fixed rate or $195 hourly. The firm's Advisory Fee is tiered annually based on assets under management, typically ranging from 0.25% to 1.00%. Clients have investment discretion, allowing the Advisor to buy, sell, or effect transactions in their accounts. The firm does not offer performance-based fees and has no disciplinary history. Clients include individuals, high net worth individuals, corporations, trusts, and charitable organizations. Methods of analysis include charting, fundamental, technical, and cyclical analysis, with investments across various asset classes. The firm does not vote client securities and does not take physical possession of client assets. John Buckley and Shannon M. Ebding, both experienced professionals, oversee the firm's operations and client accounts.
$94,504,739 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
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 Walla Walla, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Walla Walla. 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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