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Financial Planners in Bainbridge Island, WA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Bainbridge Island: Kevin J. Pentz CFP and Wealthmark Advisors, RFA Score 70/100; 5.0★ from 80 Google reviews.

  2. 3

    Most-reviewed: Sound Planning Group, 419 Google reviews at 5.0★, the most of 259 ranked; ranked #3.

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

259 Bainbridge Island financial planners are ranked here by RFA Score, from eight published factors. 52 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.4★ across 259 rated firms.

Most of this list also appears on the Financial planners in Seattle ranking. See Financial planners in Seattle

Top 10 financial planners in Bainbridge Island 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 Bainbridge Island at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Kevin J. Pentz CFP and Wealthmark Advisors705.0★ (80)Silverdale, 8 mi awayTop score
2Briarwood Financial705.0★ (163)Artondale, 22 mi away—
3Sound Planning Group695.0★ (419)Kirkland, 17 mi awayMost reviews
4Paramount Tax & Accounting Kirkland695.0★ (89)Kirkland, 17 mi away—
5Avier Wealth Advisors685.0★ (75)Bellevue, 15 mi away—
6Humble Sandhu Services684.9★ (132)Kent, 23 mi away—
7Russell Investments674.4★ (86)Seattle, 9 mi away—
8Alterra Advisors675.0★ (59)Bellevue, 15 mi away—
9TrueWealth Financial Partners675.0★ (59)Bellevue, 16 mi away—
10Brighton Jones674.9★ (39)Seattle, 8 mi away—

All 259 financial planners in Bainbridge Island, 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 Briarwood Financial

    Based in Artondale, 22 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 163 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 163 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2801 Hollycroft St Ste B #1, Gig Harbor, WA 98335
    View profile for Briarwood Financial(360) 443-9993

  3. #3 Sound Planning Group

    Based in Kirkland, 17 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 419 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 419 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11411 NE 124th St #255, Kirkland, WA 98034
    View profile for Sound Planning Group(425) 821-9442

  5. #5 Avier Wealth Advisors

    Based in Bellevue, 15 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10655 NE 4th St Suite 500, Bellevue, WA 98004
    View profile for Avier Wealth Advisors(425) 467-1011

  7. #7 Russell Investments

    Based in Seattle, 9 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.4★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 86 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    401 Union St FL18, Seattle, WA 98101
    View profile for Russell Investments(206) 505-7877

  8. #8 Alterra Advisors

    Based in Bellevue, 15 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE Unit 1700, Bellevue, WA 98004
    View profile for Alterra Advisors(425) 749-3300

  10. #10 Brighton Jones

    Based in Seattle, 8 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2030 1st Ave 3rd floor, Seattle, WA 98121
    View profile for Brighton Jones(206) 258-5000

  12. #12 Peaks Financial

    Based in Poulsbo, 9 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    1050 NE Hostmark St #200, Poulsbo, WA 98370
    View profile for Peaks Financial(360) 564-1811

  13. #13 CreditCEO

    Based in Seattle, 9 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.7★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 40 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    701 5th Ave Suite 4200, Seattle, WA 98104
    View profile for CreditCEO(800) 216-2725

  14. #14 Parker Financial LLC

    Based in Silverdale, 8 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    9230 Bay Shore Dr NW Ste 201, Silverdale, WA 98383
    View profile for Parker Financial LLC(360) 337-2701

  15. #15 Better Tomorrow Financial

    Based in Seattle, 10 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat 9 AM–3 PM · Sun closed
    Address
    12526 Dayton Ave N, Seattle, WA 98133
    View profile for Better Tomorrow Financial(253) 655-7627

  16. #16 Creative Planning

    Based in Bellevue, 15 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004
    View profile for Creative Planning(866) 273-2848

  18. #18 BECU credit union

    Based in Shoreline, 14 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.7★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 48 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
    20011 Ballinger Way NE, Shoreline, WA 98155
    View profile for BECU credit union(800) 233-2328

  20. #20 Global Credit Union

    Based in Renton, 17 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.3★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 81 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Parking lot, 1107 Southwest Grady Wy Ste 170, Renton, WA 98057
    View profile for Global Credit Union(800) 525-9094

  21. #21 BECU credit union

    Based in Woodinville, 19 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.5★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 69 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
    17705 140th Ave NE Ste A-12, Woodinville, WA 98072
    View profile for BECU credit union(800) 233-2328

  22. #22 BECU credit union

    Based in Silverdale, 8 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.9★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 63 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
    9995 Silverdale Way NW, Silverdale, WA 98383
    View profile for BECU credit union(800) 233-2328

  23. #23 BECU credit union

    Based in Tukwila, 15 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.5★ from 409 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 409 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
    12770 Gateway Dr, Tukwila, WA 98168
    View profile for BECU credit union(800) 233-2328

How we ranked Bainbridge Island financial planners

We scored 259 Bainbridge Island 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 Bainbridge Island 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 Bainbridge Island: frequently asked questions

Which financial planner has the highest RFA Score in Bainbridge Island?

By RFA Score, the highest-ranked financial planner in Bainbridge Island, WA is Kevin J. Pentz CFP and Wealthmark Advisors with an RFA Score of 70/100. It has 5.0★ from 80 Google reviews. Briarwood Financial (#2) and Sound Planning Group (#3) follow. We ranked 259 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Bainbridge Island?

RankedFinancialAdvisors ranks 259 financial planners serving Bainbridge Island, WA. Counts are as of November 2026.

Which financial planners in Bainbridge Island work on weekends?

52 of 259 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are CreditCEO (#13), Better Tomorrow Financial (#15) and BECU credit union (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bainbridge Island financial planners have?

The median Google rating among 259 rated financial planners in Bainbridge Island is 4.4★, with a median of 15 reviews. Sound Planning Group has the most, 419 reviews, and ranks #3. 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 Bainbridge Island count in this ranking?

Yes, if they are within 25 mi of the Bainbridge Island 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 Bainbridge Island 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 Bainbridge Island 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 Bainbridge Island

  1. November 2026: RFA Scores recalculated for 259 financial planners serving Bainbridge Island.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Bainbridge Island pages