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Financial Planners in Spokane, WA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Spokane: Fellowship Financial Planning, RFA Score 76/100; 5.0★ from 76 Google reviews.

  2. 5

    Most-reviewed: Quantum Financial Planning, 200 Google reviews at 5.0★, the most of 70 ranked; ranked #5.

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

70 Spokane financial planners are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 70 rated firms.

Top 10 financial planners in Spokane 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 Spokane at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Fellowship Financial Planning765.0★ (76)SpokaneTop score
2Demars Financial Group754.9★ (144)Spokane Valley, 10 mi away—
3UpFront Financial Planning, LLC745.0★ (45)Spokane—
4John Kapelac - COUNTRY Financial Representative744.9★ (43)Spokane—
5Quantum Financial Planning735.0★ (200)SpokaneMost reviews
6College Funding Systems, A Division of Grossman & Associates Financial Services734.8★ (41)Spokane—
7Altmeyer Financial Group724.8★ (31)Spokane—
8Scott Jensen - COUNTRY Financial Agent724.9★ (28)Spokane—
9David Walker - COUNTRY Financial Representative725.0★ (75)Spokane Valley, 15 mi away—
10First Command Financial Advisor - Jon Howard725.0★ (21)Spokane—

All 70 financial planners in Spokane, 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 Demars Financial Group

    Based in Spokane Valley, 10 mi away

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 144 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 144 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    420 N Evergreen Rd Bldg B, Suite 300, Spokane Valley, WA 99216
    View profile for Demars Financial Group(509) 536-9556

  6. #6 College Funding Systems, A Division of Grossman & Associates Financial Services

    Based in Spokane

    73/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 41 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2919 E Mission Ave Ste 202, Spokane, WA 99202
    View profile for College Funding Systems, A Division of Grossman & Associates Financial Services(509) 924-9123

  7. #7 Altmeyer Financial Group

    Based in Spokane

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 31 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    The Davenport Tower Hotel, 111 S Post St Ste 2240, Spokane, WA 99201
    View profile for Altmeyer Financial Group(509) 455-7888

  12. #12 HFG Trust

    Based in Spokane Valley, 11 mi away

    71/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2818 N Sullivan Rd Ste 100-1064, Spokane Valley, WA 99216
    View profile for HFG Trust(509) 416-5520

  13. #13 Abraham & Co.

    Based in Spokane

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Orange Flag BLDG, 104 S Freya St Ste 215A, Spokane, WA 99202
    View profile for Abraham & Co.

  14. #14 Washington Trust Bank

    Based in Spokane Valley, 7 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    310 N Argonne Rd, Spokane Valley, WA 99212
    View profile for Washington Trust Bank(509) 353-5680

  17. #17 Bankers Life

    Based in Spokane

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 20 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1101 N Argonne Rd Ste 202, Spokane, WA 99212
    View profile for Bankers Life(509) 326-5217

  23. #23 Fortitude Financial

    Based in Spokane

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    123 E 2nd Ave, Spokane, WA 99202
    View profile for Fortitude Financial(509) 931-1199

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 70 ranked financial planners here; the rest are on their profiles.

financial planners in Spokane, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Fulcrum Financial Group694.6★ (9)In Spokane
27Washington Trust Bank684.3★ (35)11 mi
28First Command Financial Advisor - Charles Spencer685.0★ (6)In Spokane
29Washington Trust Bank683.5★ (14)In Spokane
30Pacific Mortgage Center684.0★ (8)In Spokane
31JMK & Associates674.3★ (6)In Spokane
32RBC Wealth Management Branch - Spokane675.0★ (4)In Spokane
33Selkirk Wealth Advisors675.0★ (4)In Spokane
34Leanne Ozaine, CDFA - The Private Advisory675.0★ (4)In Spokane
35Financial Forum, Inc.674.8★ (4)In Spokane
36Dan Evans - COUNTRY Financial Representative674.6★ (9)7 mi
37Pathway Financial Planning675.0★ (4)2 mi
38Allworth Financial665.0★ (3)In Spokane
39First Command665.0★ (3)In Spokane
40Vickerman Investment Advisors665.0★ (3)In Spokane
41Cariboo Wealth Advisors - Ameriprise Financial Services, LLC665.0★ (3)In Spokane
42D.A. Davidson665.0★ (3)In Spokane
43Cetera Advisors - Office of David Olsen, Jeff Watson, & Cory Brandt665.0★ (3)In Spokane
44Vision Casting Financial Planning665.0★ (3)In Spokane
45Clay Flower III - COUNTRY Financial District Leader664.0★ (4)In Spokane
46D.A. Davidson663.7★ (3)In Spokane
47Oakstreet Financial665.0★ (12)16 mi
48Eugene Kubik - Financial Advisor, Ameriprise Financial Services, LLC663.7★ (3)In Spokane
49BECU credit union663.5★ (51)11 mi
50Stewardship Concepts Financial Services665.0★ (68)In Spokane

Also serving Spokane

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 Spokane
BusinessGoogle ratingDistance
Arnold Financial Group5.0★ (2)In Spokane
Biel Investment Management, Rick Biel, AAMS, AWMA, CRPC5.0★ (2)In Spokane
Charles Schwab2.8★ (27)In Spokane
CLA (CliftonLarsonAllen)5.0★ (2)In Spokane
Edward Jones - Financial Advisor: Catherine Dixon, AAMS®4.0★ (4)In Spokane
Edward Jones - Financial Advisor: Chris Bernardi, CFP®|RICP®|AAMS®5.0★ (7)In Spokane
Edward Jones - Financial Advisor: Donavan J Welch5.0★ (5)In Spokane
Edward Jones - Financial Advisor: Stacie J Duenich, AAMS®5.0★ (3)In Spokane
LORAN GRAHAM Co.5.0★ (2)In Spokane
Macaulay & Associates3.0★ (2)In Spokane
Morgan Stanley Financial Advisors1.8★ (5)In Spokane
New Millennium Group - Financial Advisors4.9★ (19)In Spokane
Northern Capital Management, Inc.4.6★ (12)In Spokane
Petersen Hastings Wealth Advisors5.0★ (5)In Spokane
Private Bank, Bank of America1.8★ (5)In Spokane
Private Money Capital5.0★ (19)In Spokane
Starry Financial Group3.5★ (2)In Spokane
Thew and Arana Wealth Management5.0★ (7)In Spokane
TIAA Financial Services3.0★ (2)In Spokane
Twenty Twenty Investment Advisors5.0★ (3)In Spokane

How we ranked Spokane financial planners

We scored 70 Spokane 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 Spokane 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 Spokane: frequently asked questions

Which financial planner has the highest RFA Score in Spokane?

By RFA Score, the highest-ranked financial planner in Spokane, WA is Fellowship Financial Planning with an RFA Score of 76/100. It has 5.0★ from 76 Google reviews. Demars Financial Group (#2) and UpFront Financial Planning, LLC (#3) follow. We ranked 70 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Spokane?

RankedFinancialAdvisors ranks 70 financial planners serving Spokane, WA. 40 of them are based in Spokane; 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 Spokane work on weekends?

4 of 70 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Bank of America (with Drive-thru ATM) (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Spokane financial planners have?

The median Google rating among 70 rated financial planners in Spokane is 4.9★, with a median of 10 reviews. Quantum Financial Planning has the most, 200 reviews, and ranks #5. 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 Spokane count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 70 financial planners serving Spokane.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Spokane pages