Top Financial Advisors in Mercer Island, WA

132 fee-only28 CFP certifiedMedian fee: 1.25% on $500K

Top Advisors in Mercer Island

Median Advisor Fee

Mercer Island1.25%
National1.15%
9% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only79%
Includes Commission21.0%

Top Credentials

CFP28 advisors
CFA9 advisors

Frequently Asked Questions

How much does a financial advisor cost in Mercer Island?

The median advisory fee in Mercer Island, WA is 1.25% of assets under management. This is 9% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Mercer Island?

There are 132 fee-only financial advisors in Mercer Island, WA, representing 79% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Mercer Island financial advisor?

The most common professional designation among Mercer Island advisors is the CFP (Certified Financial Planner), held by 28 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 167 Financial Advisors in Mercer Island, WA (2026) | TrueAdvisor