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Financial Planners in Anacortes, WA: 2026 rankings

23 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Anacortes: First Command Financial Advisor - Kelley Conley, RICP®|WMCP®|CMFA™, RFA Score 70/100; 5.0★ from 24 Google reviews.

  2. 9

    Most-reviewed: Bank of America Financial Center, 104 Google reviews at 3.3★, the most of 23 ranked; ranked #9.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

23 Anacortes financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 4.7★ across 23 rated firms.

Top 10 financial planners in Anacortes at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Anacortes at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1First Command Financial Advisor - Kelley Conley, RICP®|WMCP®|CMFA™705.0★ (24)Anacortes—Top score
2BECU credit union694.5★ (87)Bellingham, 17 mi awaySat—
3First Command Financial Advisor - Sasha Bollman, RICP®665.0★ (9)Anacortes——
4Money Maven Financial655.0★ (23)Bellingham, 18 mi away——
5Global Credit Union653.8★ (42)Mount Vernon, 14 mi away——
6First Command655.0★ (6)Anacortes——
7LifePlan Financial Inc.644.8★ (23)Camano, 22 mi away——
8Champion Financial Planning635.0★ (4)Anacortes——
9Bank of America Financial Center633.3★ (104)Bellingham, 18 mi away—Most reviews
10BECU credit union634.6★ (25)Camano, 22 mi awaySat—

All 23 financial planners in Anacortes, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 BECU credit union

    Based in Bellingham, 17 mi away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.5★ from 87 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 87 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1066 Lakeway Dr, Bellingham, WA 98226
    View profile for BECU credit union(800) 233-2328

  4. #4 Money Maven Financial

    Based in Bellingham, 18 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    909 Squalicum Way Ste 110, Bellingham, WA 98225
    View profile for Money Maven Financial(360) 543-6322

  5. #5 Global Credit Union

    Based in Mount Vernon, 14 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.8★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 42 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    119 E College Way, Mount Vernon, WA 98273
    View profile for Global Credit Union(800) 525-9094

  6. #6 First Command

    Based in Anacortes

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    317 Commercial Ave Ste 100, Anacortes, WA 98221
    View profile for First Command(360) 692-0277

  10. #10 BECU credit union

    Based in Camano, 22 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.6★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    9128 Viking Way Ste D, Stanwood, WA 98292
    View profile for BECU credit union(800) 233-2328

  12. #12 West Invest

    Based in Bellingham, 18 mi away

    63/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    1801 F St, Bellingham, WA 98225
    View profile for West Invest(360) 738-6019

  13. #13 Financial Plan

    Based in Bellingham, 18 mi away

    61/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    11 Bellwether Way Ste 301, Bellingham, WA 98225
    View profile for Financial Plan(360) 714-1234

  16. #16 Skyline Advisors

    Based in Bellingham, 16 mi away

    60/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    405 32nd St Ste 201, Bellingham, WA 98225
    View profile for Skyline Advisors(360) 543-4058

  17. #17 D.A. Davidson

    Based in Mount Vernon, 14 mi away

    60/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 6:30 AM–4 PM · Sat–Sun closed
    Address
    195 E George Hopper Rd, Burlington, WA 98233
    View profile for D.A. Davidson(360) 757-9400

  18. #18 Prism Capital Management

    Based in Mount Vernon, 13 mi away

    60/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1912 S Burlington Blvd Suite A, Burlington, WA 98233
    View profile for Prism Capital Management(360) 419-6063

Also serving Anacortes

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Anacortes
BusinessGoogle ratingDistance
Amy Schwab - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Anacortes
Baird Private Wealth Management4.5★ (2)14 mi
Barrett Financial, Ltd.In Anacortes
Cascadia Financial GroupIn Anacortes
Colin Sands - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Anacortes
Doussard Financial5.0★ (1)13 mi
Edward Jones - Financial Advisor: Benjamin N Jensen, CFP®|AAMS®5.0★ (1)In Anacortes
Edward Jones - Financial Advisor: Gary L Thramer, AAMS®In Anacortes
Edward Jones - Financial Advisor: Gerrit MaatkampIn Anacortes
Edward Jones - Financial Advisor: Jonathan R Montes, CFP®4.0★ (4)In Anacortes
Edward Jones - Financial Advisor: Steven W Rutz, AAMS®|CRPC™In Anacortes
Edward Jones - Financial Advisor: Troy W Kunz, CFP®|AAMS®5.0★ (1)In Anacortes
Haven Financial Partners5.0★ (1)In Anacortes
Menzies Financial5.0★ (2)22 mi
Paulson Financial Services LLC5.0★ (2)18 mi
Ryan Grams - COUNTRY Financial Representative3.0★ (2)20 mi
U.S. Bancorp Advisors - Financial Advisors: Carmine LafleurIn Anacortes
U.S. Bank – Wealth Management Banker: Sarah WertzIn Anacortes
Wells Fargo AdvisorsIn Anacortes
Wildbrook Financial5.0★ (2)19 mi

How we ranked Anacortes financial planners

We scored 23 Anacortes financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Anacortes data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Anacortes: frequently asked questions

Which financial planner has the highest RFA Score in Anacortes?

By RFA Score, the highest-ranked financial planner in Anacortes, WA is First Command Financial Advisor - Kelley Conley, RICP®|WMCP®|CMFA™ with an RFA Score of 70/100. It has 5.0★ from 24 Google reviews. BECU credit union (#2) and First Command Financial Advisor - Sasha Bollman, RICP® (#3) follow. We ranked 23 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Anacortes?

RankedFinancialAdvisors ranks 23 financial planners serving Anacortes, WA. 4 of them are based in Anacortes; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Anacortes work on weekends?

3 of 23 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are BECU credit union (#2), BECU credit union (#10) and Bank of America (with Drive-thru ATM) (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Anacortes financial planners have?

The median Google rating among 23 rated financial planners in Anacortes is 4.7★, with a median of 12 reviews. Bank of America Financial Center has the most, 104 reviews, and ranks #9. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Anacortes count in this ranking?

Yes, if they are within 25 mi of the Anacortes city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Anacortes ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Anacortes a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Anacortes

  1. November 2026: RFA Scores recalculated for 23 financial planners serving Anacortes.

More financial planners and Anacortes pages