Financial Advisors · Yakima, WA/Updated June 13, 2026
The 10 Best Financial Advisors in Yakima, WA
Navigating your financial future is crucial. In Yakima, the options are limited but promising.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent15 companies evaluated
cover story
★ Editor's ChoiceSurience Private Wealth
94Score
Latest update · June 13, 2026: Initial ranking published. 15 Yakima-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
In Yakima, where financial guidance can shape your future, the choice of advisor is significant. With only 15 providers evaluated, the competition is tight, and trust is still forming among clients, as indicated by the modest review counts.
The leader in our rankings is Surience Private Wealth, holding a solid 4.6-star rating from 11 reviews. In contrast, the runner-up, Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS®, has a perfect score of 5 based on just 4 reviews. This disparity highlights the importance of examining both the rating and the volume of reviews when selecting a financial advisor.
15financial advisors evaluated in Yakima
4.72average rating across the field
33customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To identify the best financial advisors in Yakima, we evaluated 15 local providers based on their ratings and the number of reviews they received. Our rankings are based on a transparent Vetted Score, which reflects the quality of service, customer satisfaction, and overall reputation in the community.
We do not accept payment for placement, ensuring an unbiased evaluation process. Our list is refreshed monthly to incorporate new reviews and ratings, keeping our recommendations current and relevant for readers seeking reliable financial advice.
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.
Surience Private Wealth holds a strong rating of 4.6 stars from 11 reviews. Clients appreciate their personalized approach and expertise in wealth management strategies. This firm is best for individuals seeking tailored financial advice and investment management. However, the limited number of reviews suggests that while promising, their reputation is still forming in the local market.
Pros
Personalized financial strategies
Experienced advisors
Strong client support
Cons
Limited review base
Best forTailored financial advice and investment management
Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS® has an impressive 5-star rating from 4 reviews. Clients commend Scott for his thoroughness and commitment to financial education. This advisor is ideal for individuals looking for comprehensive financial planning and investment advice. The limited number of reviews may raise questions about long-term client satisfaction.
Pros
High level of client education
Comprehensive financial planning
Strong personal rapport
Cons
Few reviews for a full assessment
Best forComprehensive financial planning and education
Todd F. Homer, CMFC has earned a perfect 5-star rating from 3 reviews. Clients highlight his deep industry knowledge and personalized service. He is well-suited for those looking for dedicated investment management. However, the limited number of reviews leaves some uncertainty about the breadth of his client experiences. 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 dedicated investment management. It serves Yakima, WA, with $150 to $500 per consultation pricing, and the honest trade-offs are limited client feedback.
Rogers Financial Group has a solid 5-star rating from 3 reviews. Clients appreciate their approachable advisors and tailored financial solutions. This firm is suitable for families seeking personalized financial planning. However, the limited reviews may indicate a need for more established client trust. 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 personalized financial planning for families. It serves Yakima, WA, with $100 to $300 per hour pricing, and the honest trade-offs are thin review base.
Pros
Approachable advisors
Tailored financial solutions
Family-focused planning
Cons
Thin review base
Best forPersonalized financial planning for families
Capital Advisors Wealth Management has a perfect 5-star rating with 2 reviews. Clients commend their attentive service and strategic investment advice. This firm is best for individuals looking for a focused approach to wealth management. However, the limited number of reviews suggests a need for more feedback to gauge overall client satisfaction.
Northwestern Mutual holds a 5-star rating from 2 reviews. Clients appreciate their comprehensive financial planning and insurance services. This firm is suitable for those looking for a combination of investment and insurance advice. The small review count may limit insights into the overall client experience. 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 combined investment and insurance advice. It serves Yakima, WA, with $150 to $350 per hour pricing, and the honest trade-offs are limited reviews.
Leonard Rickey Investment Advisors has a 5-star rating from 1 review. The client praised their straightforward approach to investment. This advisor may appeal to individuals seeking simple, effective investment strategies. However, the lack of reviews raises questions about their overall reliability and client satisfaction. 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 simple investment strategies. It serves Yakima, WA, with $100 to $300 per session pricing, and the honest trade-offs are only one review.
Nicholas Rogers, Founding President and Advisor at Rogers Financial Group, has a perfect 5-star rating from 1 review. The review highlights his personalized service. He may be a good fit for clients seeking individualized financial advice. However, with only one review, it's hard to assess the full scope of his services.
Edward Jones - Financial Advisor: Steve Meyer, CFP®|CRPC™ has a 5-star rating from 1 review. The client praised his thoroughness and attention to detail. This advisor may be suitable for those looking for careful financial planning. However, the solitary review limits insight into his overall effectiveness. 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 careful financial planning. It serves Yakima, WA, with $150 to $400 per session pricing, and the honest trade-offs are only one review.
Integrity Wealth Advisors has a 4.3-star rating from 4 reviews. Clients appreciate the integrity and transparency in their services. This firm is ideal for those who value honesty in their financial dealings. However, the mixed reviews indicate that experiences may vary, suggesting a cautious approach when engaging. 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 honest financial dealings. It serves Yakima, WA, with $100 to $300 per hour pricing, and the honest trade-offs are mixed reviews.
Selecting the right financial advisor requires careful consideration of their experience, client feedback, and services offered. Here are key factors to guide your decision.
Review Ratings and Volume
Look for advisors with high ratings and a significant number of reviews. This indicates both quality and client trust.
Evaluate Specializations
Different advisors may focus on various areas, like retirement planning or investment strategies. Choose one that aligns with your financial goals.
Assess Communication Style
Consider how well the advisor communicates complex financial concepts. A good advisor should make you feel informed and confident.
What it costs
What financial advisors cost in Yakima
Understanding the cost of financial advisory services can help you budget appropriately. Below are common pricing structures you might encounter in Yakima.
Hourly RateSome advisors charge $150 to $400 per hour depending on their expertise and services provided.
Flat FeesFlat fees for specific services can range from $1,000 to $5,000, depending on the complexity of your financial situation.
Percentage of Assets Under Management (AUM)Many advisors charge around 1% to 2% of assets managed, which can vary based on the total amount invested.
Retainer FeesA retainer fee might be charged monthly or annually, typically ranging from $500 to $2,000, covering ongoing advisory services.
Frequently asked questions
How much does financial advising cost in Yakima?
Fees for financial advising in Yakima typically range from $100 to $300 per hour, depending on the advisor's experience and services offered.
What should I look for in a financial advisor?
Look for credentials such as CFP or AAMS, along with positive reviews and a clear fee structure. It's also important to find someone whose investment philosophy aligns with your 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 Yakima residents: <strong>Surience Private Wealth</strong>
Surience Private Wealth leads with a strong 4.6 rating from 11 reviews, showcasing consistent client satisfaction. Following closely is Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS®, with a perfect 5-star rating from 4 reviews, indicating exceptional service but a thinner review base. Rounding out the top three is Todd F. Homer, CMFC, also rated 5 stars but with only 3 reviews, making it promising but unproven. Choose Surience Private Wealth for a reliable track record, while Scott D Holt may be ideal for those seeking top-tier service with a personal touch.
Cityvetted
