A Few Fiduciaries
Like Santa Claus in “Miracle on 34th Street,” we want you to find the right advisor, so we found a few that might work for you.
Here are some advisory firms that we believe will always try to act in your best interests. They believe in a similar “science-based” approach to managing their clients’ wealth and charge reasonable fees. This list is provided solely to help you find a higher-quality fiduciary advisor, and is not a recommendation. We are not compensated by these firms. In fact, they may not even know we have them on the list of advisors you might want to interview.
IN THE SEATTLE AREA
Apella Wealth (this is our firm)
Those listed above are firms that use DFA products and science (from dfaus.com) with offices in the Seattle/Bellevue area and do not sell commissioned products according to each firm’s ADV Part 2 brochure (from adviserinfo.sec.com).
IN CALIFORNIA
IN THE SOUTHEAST
IN NEW ENGLAND
ACROSS THE COUNTRY
Apella Wealth (yes, us again, as we have clients all over America)
Apella Wealth is not affiliated with nor recommending these firms (except us, of course).