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Financial Planners in Maltby, WA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Maltby: Sound Planning Group, RFA Score 71/100; 5.0★ from 419 Google reviews.

  2. 48

    Most-reviewed: BECU credit union, 409 Google reviews at 3.5★, the most of 222 ranked after Sound Planning Group; ranked #48.

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

222 Maltby financial planners are ranked here by RFA Score, from eight published factors. 46 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.4★ across 222 rated firms.

Top 10 financial planners in Maltby 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 Maltby at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sound Planning Group715.0★ (419)Kirkland, 7 mi away—Top score
2Paramount Tax & Accounting Kirkland715.0★ (89)Kirkland, 8 mi away——
3Bank of America Financial Center694.3★ (173)Everett, 11 mi awaySat—
4Avier Wealth Advisors695.0★ (75)Bellevue, 14 mi away——
5BECU credit union684.5★ (69)Woodinville, 4 mi awaySat—
6BECU credit union683.8★ (349)Everett, 9 mi awaySat—
7Alterra Advisors675.0★ (59)Bellevue, 14 mi away——
8TrueWealth Financial Partners675.0★ (59)Bellevue, 14 mi away——
9Financial Freedom For Dentists675.0★ (81)Snoqualmie, 22 mi away——
10BECU credit union664.4★ (45)Bothell, 4 mi awaySat—

All 222 financial planners in Maltby, 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.

  1. Ranked #1 in Maltby

    #1 Sound Planning Group

    Based in Kirkland, 7 mi away

    71/100RFA Score

    Ranked #1 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

  4. #4 Avier Wealth Advisors

    Based in Bellevue, 14 mi away

    69/100RFA Score

    Ranked #4 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

  5. #5 BECU credit union

    Based in Woodinville, 4 mi away

    68/100RFA Score

    Ranked #5 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

  6. #6 BECU credit union

    Based in Everett, 9 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.8★ from 349 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 349 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
    11127 Evergreen Wy, Everett, WA 98204
    View profile for BECU credit union(800) 233-2328

  7. #7 Alterra Advisors

    Based in Bellevue, 14 mi away

    67/100RFA Score

    Ranked #7 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 BECU credit union

    Based in Bothell, 4 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.4★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 45 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
    20611 Bothell Everett Hwy, Bothell, WA 98012
    View profile for BECU credit union(800) 233-2328

  11. #11 BECU credit union

    Based in Shoreline, 9 mi away

    66/100RFA Score

    Ranked #11 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

  13. #13 Creative Planning

    Based in Bellevue, 14 mi away

    66/100RFA Score

    Ranked #13 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

  14. #14 BECU credit union

    Based in Everett, 6 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.1★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 56 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
    5006 132nd St SE, Everett, WA 98208
    View profile for BECU credit union(800) 233-2328

  15. #15 BECU credit union

    Based in Monroe, 8 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 37 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
    19145 Tjerne Pl SE Ste 145, Monroe, WA 98272
    View profile for BECU credit union(800) 233-2328

  17. #17 Russell Investments

    Based in Seattle, 17 mi away

    65/100RFA Score

    Ranked #17 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

  18. #18 Global Credit Union

    Based in Kirkland, 6 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 25 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    14444 124th Ave NE, Kirkland, WA 98034
    View profile for Global Credit Union(800) 525-9094

  20. #20 BECU credit union

    Based in Bothell, 5 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.8★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 73 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
    18333 Bothell Way NE, Bothell, WA 98011
    View profile for BECU credit union(800) 233-2328

  21. #21 Fulcrum Wealth Advisors

    Based in Bellevue, 12 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    10940 NE 33rd Pl #210, Bellevue, WA 98004
    View profile for Fulcrum Wealth Advisors(844) 621-0630

  22. #22 Better Tomorrow Financial

    Based in Seattle, 13 mi away

    65/100RFA Score

    Ranked #22 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

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 222 ranked financial planners here; the rest are on their profiles.

financial planners in Maltby, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Brighton Jones644.9★ (39)17 mi
27BECU credit union643.7★ (89)9 mi
28Leverage Planners644.9★ (29)14 mi
29BECU credit union643.9★ (89)14 mi
30CreditCEO644.7★ (40)17 mi
31BOSS Retirement Solutions and Advisors644.8★ (20)8 mi
32Jeffrey McIntosh QPFC®635.0★ (25)14 mi
33BECU credit union633.6★ (69)7 mi
34Jason Johns Agency, LLC634.7★ (36)17 mi
35Bradley Holly - Edelman Financial Engines635.0★ (16)9 mi
36Bank of America (with Drive-thru ATM)633.3★ (95)6 mi
37S. R. Schill & Associates635.0★ (24)16 mi
38AJ Frega - Edelman Financial Engines635.0★ (15)9 mi
39BECU credit union633.7★ (86)13 mi
40Global Credit Union634.3★ (81)24 mi
41Bank of America Financial Center624.0★ (28)9 mi
42Global Credit Union624.2★ (32)13 mi
43Beacon Pointe Advisors625.0★ (18)13 mi
44First Pacific Financial625.0★ (20)15 mi
45Cameron Fyhrie - Edelman Financial Engines625.0★ (13)9 mi
46Douglas Custer - Edelman Financial Engines625.0★ (13)9 mi
47Peaks Financial625.0★ (36)25 mi
48BECU credit union623.5★ (409)23 mi
49Linda M. Teachout CPA PLLC625.0★ (13)9 mi
50Goldbloom Wealth Management, LLC624.7★ (24)16 mi

Also serving Maltby

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 Maltby
BusinessGoogle ratingDistance
Balcom Investments5.0★ (2)11 mi
Boone Wealth Advisors5.0★ (2)14 mi
Cascade Wealth Strategies1.0★ (2)14 mi
Dream Investment Inc5.0★ (2)13 mi
Financial Strategies5.0★ (2)12 mi
Focus Partners5.0★ (2)14 mi
Global Credit Union3.7★ (6)In Maltby
Hamacher Wealth Management3.0★ (2)8 mi
Hightower Bellevue5.0★ (2)14 mi
IJD Evergreen Financial Services LLC3.0★ (2)11 mi
Kaliko Veiseh - Edelman Financial Engines5.0★ (2)8 mi
Kyle Nowadnick - Thrivent3.0★ (2)6 mi
Lily Peng - COUNTRY Financial Agent3.0★ (2)13 mi
Madrona Financial & CPAs3.0★ (2)12 mi
Mangan Wealth Management, Inc.5.0★ (2)11 mi
Premier Wealth Washington5.0★ (2)8 mi
Schmidt Financial Management, Inc.5.0★ (2)11 mi
Taiyo Pacific Partners1.0★ (2)11 mi
Transamerica Financial Advisors, LLC.1.0★ (2)13 mi
Van Winkle Insurance Group3.0★ (2)13 mi

How we ranked Maltby financial planners

We scored 222 Maltby 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 Maltby 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 Maltby: frequently asked questions

Which financial planner has the highest RFA Score in Maltby?

By RFA Score, the highest-ranked financial planner in Maltby, WA is Sound Planning Group with an RFA Score of 71/100. It has 5.0★ from 419 Google reviews. Paramount Tax & Accounting Kirkland (#2) and Bank of America Financial Center (#3) follow. We ranked 222 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Maltby?

RankedFinancialAdvisors ranks 222 financial planners serving Maltby, WA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Maltby work on weekends?

46 of 222 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#3), BECU credit union (#5) and BECU credit union (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Maltby financial planners have?

The median Google rating among 222 rated financial planners in Maltby is 4.4★, with a median of 14 reviews. Sound Planning Group has the most, 419 reviews, and ranks #1. 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 Maltby count in this ranking?

Yes, if they are within 25 mi of the Maltby 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 Maltby 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 Maltby 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 Maltby

  1. November 2026: RFA Scores recalculated for 222 financial planners serving Maltby.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Maltby pages