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Financial Advisors · Spokane, WA/Updated June 13, 2026

The 10 Best Financial Advisors in Spokane, WA

Navigating financial planning can be daunting. Avoid common pitfalls by choosing the right advisor for your needs.

Editorially independent15 companies evaluated
cover story
★ Editor's ChoiceQuantum Financial Planning
96Score
Latest update · June 13, 2026: Initial ranking published. 15 Spokane-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.

Choosing a financial advisor in Spokane is a significant decision that can shape your financial future. With only 15 providers evaluated in the area, the market remains thin, and trust is still forming among clients. This list highlights the top 10 advisors based on their Vetted Scores, which reflect real client feedback and service quality.

To compile this ranking, we analyzed each business's ratings, review counts, and client experiences. Our methodology ensures that no one pays for placement, and we refresh our evaluations monthly to keep the information current and relevant.

15financial advisors evaluated in Spokane
4.75average rating across the field
636customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does financial advisors cost in Spokane? See the price breakdown →

Our top picks

At a glance · three categories
★ Editor's Choice
96Score

Quantum Financial Planning

★★★★★5.0(200 reviews)

With a perfect rating of 5 stars from 200 reviews, Quantum Financial Planning is highly praised for its personalized service and expertise in financial planning.

Read full review
Best Value
94Score

Demars Financial Group

★★★★★4.9(143 reviews)

Demars Financial Group has an impressive rating of 4.9 stars based on 143 reviews.

Read full review
Most Reviewed
92Score

Fellowship Financial Planning

★★★★★5.0(72 reviews)

Fellowship Financial Planning holds a 5-star rating from 72 reviews, highlighting their approachable staff and dedication to client education.

Read full review

All 10, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
96Score
5.0★★★★★
200Individuals seeking tailored financial strategies
2
94Score
4.9★★★★★
143Clients looking for value in wealth management
3
92Score
5.0★★★★★
72Clients who value education in financial planning
4
91Score
5.0★★★★★
67Clients seeking ethical financial guidance
5
90Score
5.0★★★★★
45New clients seeking straightforward financial advice
6
88Score
4.8★★★★★
31Clients with complex financial needs
7
86Score
4.7★★★★★
13Clients looking for investment-focused advice
8
84Score
5.0★★★★★
4Clients seeking personal attention in financial planning
9
82Score
4.6★★★★★
9Clients looking for a strategic financial approach
10
81Score
4.6★★★★★
9Clients seeking thoughtful financial guidance
Methodology

How we evaluated all 15 financial advisors.

Our evaluation process involved assessing the overall ratings and number of reviews for each financial advisor in Spokane. We considered both the quantity and quality of feedback from clients to determine which businesses truly excel in service and customer satisfaction.

We consistently update our rankings to ensure they reflect the latest information. This commitment to transparency means that you can trust our rankings as you seek the right financial advisor for your needs.

The Vetted Score: six weighted factors

Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%

Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.

Full reviews

The rankings · in order
1
★ Editor's Choice

Quantum Financial Planning

★★★★★5.0(200 reviews)
96Score

With a perfect rating of 5 stars from 200 reviews, Quantum Financial Planning is highly praised for its personalized service and expertise in financial planning. Clients appreciate the team's ability to simplify complex financial concepts. However, given their popularity, appointment availability may be limited as they grow. A review base that deep is hard to game, and the score barely moves across it, which is the clearest consistency signal we track. Most of what reviewers hire it for is individuals seeking tailored financial strategies. It serves Spokane, WA, with $150 to $300 per hour pricing, and the honest trade-offs are limited appointment availability.

Pros

  • Personalized financial planning
  • Highly knowledgeable team
  • Strong customer service

Cons

  • Limited appointment availability
Best forIndividuals seeking tailored financial strategies
Service areaSpokane, WA
Typical pricing$150 to $300 per hour
2
Best Value

Demars Financial Group

★★★★★4.9(143 reviews)
94Score

Demars Financial Group has an impressive rating of 4.9 stars based on 143 reviews. Clients commend their comprehensive approach to wealth management and retirement planning. While they offer great value, some clients have noted that their response times can vary, so promptness may sometimes be an issue. That is a substantial body of feedback for a local operator, enough to trust the rating rather than credit a lucky streak. Most of what reviewers hire it for is clients looking for value in wealth management. It serves Spokane, WA, with $100 to $250 per hour pricing, and the honest trade-offs are inconsistent response times.

Pros

  • Comprehensive wealth management
  • Strong retirement planning expertise
  • Good customer support

Cons

  • Inconsistent response times
Best forClients looking for value in wealth management
Service areaSpokane, WA
Typical pricing$100 to $250 per hour
3
Most Reviewed

Fellowship Financial Planning

★★★★★5.0(72 reviews)
92Score

Fellowship Financial Planning holds a 5-star rating from 72 reviews, highlighting their approachable staff and dedication to client education. They excel at providing clear financial advice tailored to individual needs. However, their smaller review count compared to others may make some potential clients hesitant. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is clients who value education in financial planning. It serves Spokane, WA, with $120 to $280 per hour pricing, and the honest trade-offs are smaller review base.

Pros

  • Approachable staff
  • Focus on client education
  • Tailored financial advice

Cons

  • Smaller review base
Best forClients who value education in financial planning
Service areaSpokane, WA
Typical pricing$120 to $280 per hour
4

Stewardship Concepts Financial Services

★★★★★5.0(67 reviews)
91Score

Stewardship Concepts Financial Services has a solid 5-star rating from 67 reviews. Clients appreciate their ethical approach and focus on long-term financial health. While many find their services beneficial, some reviewers have mentioned a need for more proactive communication. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is clients seeking ethical financial guidance. It serves Spokane, WA, with $100 to $250 per hour pricing, and the honest trade-offs are need for more proactive communication.

Pros

  • Ethical financial practices
  • Long-term focus
  • Helpful staff

Cons

  • Need for more proactive communication
Best forClients seeking ethical financial guidance
Service areaSpokane, WA
Typical pricing$100 to $250 per hour
5

UpFront Financial Planning, LLC

★★★★★5.0(45 reviews)
90Score

UpFront Financial Planning, LLC enjoys a 5-star rating from 45 reviews. Clients commend their transparency and straightforward advice. They are particularly well-suited for those new to financial planning. However, their limited number of reviews may leave some potential clients uncertain about their experience. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is new clients seeking straightforward financial advice. It serves Spokane, WA, with $150 to $300 per hour pricing, and the honest trade-offs are limited number of reviews.

Pros

  • Transparent pricing
  • Straightforward advice
  • Good for beginners

Cons

  • Limited number of reviews
Best forNew clients seeking straightforward financial advice
Service areaSpokane, WA
Typical pricing$150 to $300 per hour
6

Altmeyer Financial Group

★★★★★4.8(31 reviews)
88Score

Altmeyer Financial Group has a commendable rating of 4.8 stars from 31 reviews. Reviewers highlight their knowledgeable staff and comprehensive services. However, some clients feel that their pricing is on the higher side, which might not appeal to everyone. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is clients with complex financial needs. It serves Spokane, WA, with $150 to $350 per hour pricing, and the honest trade-offs are higher pricing compared to others.

Pros

  • Knowledgeable staff
  • Comprehensive services

Cons

  • Higher pricing compared to others
Best forClients with complex financial needs
Service areaSpokane, WA
Typical pricing$150 to $350 per hour
7

Ten Capital Wealth Advisors

★★★★★4.7(13 reviews)
86Score

Ten Capital Wealth Advisors has a solid rating of 4.7 stars from 13 reviews. Clients appreciate their personalized service and investment strategies. However, with only a handful of reviews, potential clients may want to consider the limited feedback on their services. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients looking for investment-focused advice. It serves Spokane, WA, with $120 to $280 per hour pricing, and the honest trade-offs are limited number of reviews.

Pros

  • Personalized service
  • Strong investment strategies

Cons

  • Limited number of reviews
Best forClients looking for investment-focused advice
Service areaSpokane, WA
Typical pricing$120 to $280 per hour
8

Selkirk Wealth Advisors

★★★★★5.0(4 reviews)
84Score

Selkirk Wealth Advisors holds a 5-star rating from just 4 reviews. Clients praise their attentive service and financial insights. While their early reviews are promising, a larger customer base is necessary for a more reliable assessment of their services. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking personal attention in financial planning. It serves Spokane, WA, with $100 to $250 per hour pricing, and the honest trade-offs are very limited reviews.

Pros

  • Attentive service
  • Insightful financial advice

Cons

  • Very limited reviews
Best forClients seeking personal attention in financial planning
Service areaSpokane, WA
Typical pricing$100 to $250 per hour
9

Fulcrum Financial Group

★★★★★4.6(9 reviews)
82Score

Fulcrum Financial Group has a rating of 4.6 stars based on 9 reviews. Reviewers appreciate their strategic approach to financial planning. However, the small number of reviews makes it difficult to gauge the consistency of their services. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients looking for a strategic financial approach. It serves Spokane, WA, with $120 to $300 per hour pricing, and the honest trade-offs are small review base.

Pros

  • Strategic financial planning
  • Good client interactions

Cons

  • Small review base
Best forClients looking for a strategic financial approach
Service areaSpokane, WA
Typical pricing$120 to $300 per hour
10

Fortitude Financial

★★★★★4.6(9 reviews)
81Score

Fortitude Financial holds a 4.6-star rating from 9 reviews. Clients commend their thoughtful financial strategies. However, like Fulcrum, the limited number of reviews raises questions about their overall reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking thoughtful financial guidance. It serves Spokane, WA, with $100 to $250 per hour pricing, and the honest trade-offs are limited client feedback.

Pros

  • Thoughtful financial strategies
  • Responsive staff

Cons

  • Limited client feedback
Best forClients seeking thoughtful financial guidance
Service areaSpokane, WA
Typical pricing$100 to $250 per hour
Before you book

How to choose a financial advisor in Spokane

Finding the right financial advisor requires asking the right questions. Here are three essential questions to guide your selection process.

What is your fee structure?

Understanding how your advisor charges, whether it's a flat fee, hourly rate, or commission, can affect your overall costs.

What is your investment philosophy?

Ask how they approach investments and whether it aligns with your financial goals and risk tolerance.

Can you provide references?

Requesting references from past clients can give you insight into their experience and satisfaction with the advisor's services.

What it costs

What financial advisors cost in Spokane

Understanding the costs associated with hiring a financial advisor is crucial. Here's a breakdown of typical pricing tiers in Spokane.

Hourly RatesMost advisors charge between $100 to $300 per hour, depending on their experience and expertise.
Flat FeesFlat fees for specific services typically range from $1,000 to $5,000, depending on the complexity of your financial situation.
Assets Under Management (AUM)Advisors may charge 0.5% to 1% of assets managed annually, which can vary based on the amount you invest.
Retainer FeesSome advisors offer retainer arrangements, costing $2,000 to $10,000 annually for ongoing service and support.

Frequently asked questions

How much does financial advising cost in Spokane?

Fees can vary significantly, but you can expect to pay between $150 to $400 per hour for financial advising services in Spokane.

What should I look for when choosing a financial advisor?

Look for experience, client reviews, and whether they offer personalized services that fit your financial goals.

How often is this ranking updated?

We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.

Our verdict

For most Spokane residents: <strong>Quantum Financial Planning</strong>

Choose Quantum Financial Planning for its solid reputation and extensive client base, with 200 reviews backing its 5-star rating. If you prefer a slightly lower-rated yet highly reviewed firm, consider Demars Financial Group, which excels for clients who value personalized attention with its 4.9-star rating on 143 reviews. Alternatively, Fellowship Financial Planning is a great option for those looking for a smaller firm, offering a tailored approach despite its smaller review count of 72, but still holding a perfect 5-star rating.