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Steele Financial Services

Financial Advisor serving Bellingham, Washington · 1 of 20 financial advisors in the area

📍 119, Grand Avenue, Bellingham, WA, 98225
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📍 119, Grand Avenue, Bellingham, WA, 98225

About Steele Financial Services

Steele Financial Services is a financial advisor located in Bellingham, Washington. As a local financial advisor, they serve Bellingham and surrounding communities in Washington. Contact them through ProHorizon for a free quote.

Financial professionals in Bellingham should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Washington securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Bellingham

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Bellingham may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Bellingham

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Bellingham?
Financial Advisors in Bellingham typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Bellingham?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 20 financial advisors in Bellingham to choose from.
Does Steele Financial Services offer free quotes?
Contact Steele Financial Services directly to ask about free estimates. You can also request a quote through ProHorizon.

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Caliber Home Loans

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Guild Mortgage

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Guardian Northwest Title & Escrow

3800, Byron Avenue, Bellingham, WA, 98229

First Federal

2211, Rimland Drive, Bellingham, WA, 98226

Edward Jones

119, North Commercial Street, Bellingham, WA, 98225