Financial Advisor in Spokane, WA

Client-centric Financial Advisors in Spokane, WA

When your finances are on the line, you deserve a trusted partner like Interactive Wealth Advisors to manage your portfolio, reach and exceed financial goals and guarantee maximum financial satisfaction.
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About Interactive Wealth Advisors

Interactive Wealth Advisors is a Registered Investment Advisor and financial advisory firm serving Spokane, Washington, and its neighboring cities.

We provide a number of services, including objective, fee-only advice, and portfolio management, to allow our clients close to retirement to enjoy their leisure days. Our strategies as retirement financial advisors will focus on growing, managing, and preserving wealth throughout retirement.

We work with busy professionals and executives nearing retirement as retirement planners in demanding high-tech industries like semiconductors, manufacturing, and information technology. These professionals often work round the clock attending business meetings, managing staff, and serving clients.  

And on free days, our clients travel with friends and family, appreciating the great outdoors, working on fun projects, and celebrating life’s little moments. We are also small business financial advisors dedicated to helping small business owners make the best financial decisions, scale in record time, and work towards retirement income planning.

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The Benefits of Hiring a Financial Advisor in Spokane

Fee Transparency

Registered financial advisors share their fees upfront and how it is calculated. They believe that transparency begins with the first interaction with clients, then the fees, and every step in wealth management in Spokane to ensure that you meet and exceed your goals.

Dedicated Financial Team

A fee-only financial planner is 100% dedicated to you and your business. They do not receive compensation when clients invest with certain asset managers or funds.

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Professional Team Effort

Dentists handle toothaches, mechanics work on faulty cars, and a certified financial planner professional in Spokane, WA, will handle your finances. Managing your finances shouldn’t be trivialized, so it will be prudent to get an expert to optimize your fiduciary investment management and financial plans.

Emotion-Free Investing

Sticking to the plan in investing can be tricky, especially when the numbers are not progressing as you had envisaged. That’s why advisors help clients maintain a disciplined, long-term financial approach. They act as behavioral coaches, providing guidance void of emotion.

The Expert Difference

When you work with a dedicated private wealth management company, you gain access to a team of experts to assist you in reaching your long-term and short-term financial goals. Every team member will be available to answer any questions about your financial plans.

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What We Do

Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
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Business Owner Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning — in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Social Security Planning
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
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Estate Planning
At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.
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Tax Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Asset Protection Planning
It has taken blood, sweat, and extreme work ethic to build your business or brand and accumulate wealth. Now that you are a high net-worth individual, it’s vital that you take deliberate steps to preserve this wealth. This is where asset protection planning comes in.
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Tactical Investment Management
Fee-only Tactical Investment Management advisor and consultant in Oregon. We specialize in fiduciary investments, retirement planning, asset protection planning, tax planning, and more. Book a call with our advisors today!
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Stock option planning
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Business Transition Advisor
Planning on selling your business? At Interactive Wealth Advisors, we help you build a tax-efficient exit strategy. Our company provides expert advice to help you prepare to sell your business. Book a call with our advisors today!
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Restricted Stock Units Planning Advisor
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Multi-generational planning
Fee-based multi-generational wealth and financial planning in Oregon. Our personalized advice on strategic planning for the family business will help you attract better return opportunities. Book a call with our advisors today!
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Liquidity Event Planning
Liquidity risk management assessment and planning in Portland, OR, and surrounding areas. Our personalized advice on liquidity event planning will help you attract better return opportunities. Book a call with our advisors today!
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IRA planning
Interactive Wealth Advisors is a fee-only financial planner in Portland, and our IRA retirement planning service will help you navigate the financial challenges of today’s dynamic retirement planning process.
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IPO & Pre-IPO Tax and Financial Planning
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Legacy planning
Fee-only legacy planning services in Oregon. We specialize in legacy financial services, legacy estate planning, family legacy planning, retirement planning, and more. Book a call with our advisors today!
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Investment management for trusts
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Holistic financial planning
When it comes to preparing for the future, you want a team that understands your goals, dreams, and finances. That’s why we offer holistic financial planning and sudden wealth counseling services that are specifically designed to help you make the most of your money.
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Financial Windfall Planning
Expected or not, windfalls are a dream come true. While you may be tempted to purchase or experience life’s luxuries, taking a step back and rethinking how to manage the money is crucial. In this case, hiring a windfall financial planner would be the first step to safeguarding your financial future.
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Fee-based investing
Fee-based investment advisor in Oregon. Our personalized advice on investment management will help you attract better return opportunities. Book a call with our advisors today!
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Tax Reduction Strategies
Tax savings strategies for retirees, business owners, and high-income earners in Oregon. We are tax advisors specialized in supporting high-income earners, business owners, retirees, and IT professionals. Book a call with our advisors today!
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Wealth management
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Why Choose Us?

As independent financial advisors serving Spokane, we offer a robust package of fiduciary services to our clients, including

Tax Minimization Strategies

We understand taxes are recurring expenses, so we offer tax planning and reduction strategies and work with your CPA on implementation. We also ensure efficient investment risk management for your portfolio.

Inheritance or Financial Windfall Planning

We will develop a comprehensive wealth management plan to invest your windfall, minimize your taxes and maximize your chances of achieving your short and long-term goals. Our advisors can also help you with the sudden wealth management plan for your financial life to ensure it is preserved and multiplied.

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Transitioning Your Legacy and Wealth

We provide Trust and Trustee Services as one of our overall tax and estate planning offerings. Our reliable family wealth management service will help you transition your wealth in an orderly way to care for your heirs.

Planned Charitable Giving

Our financial advisors will help you determine the most efficient way to donate your money, whether through retirement distributions, donor-advised funds to transfer appreciated stock, charitable gift annuities, or remainder trusts.

Our core values as top wealth managers require us to listen attentively to our clients, filter every decision, prioritize important tasks, and make minor improvements to achieve massive outcomes. And when things do not go as planned, we take full responsibility with zero excuses.

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Since our core values drive how we act, invest, hire, evaluate, and solve problems, our clients get informed strategies to grow their success through significant financial and life decisions.

Plus, as both a registered investment advisor and company run by CFP® professionals, we take pride in serving as fiduciaries for our clients. That means that every compensation comes strictly from our clients’ fees. As a no commission financial advisor serving Spokane, IWA and our employees will not receive or accept any compensation from selling securities or other investment products or services.

As wealth asset managers, we continuously invest in the systems, people, and expertise to provide our clients with the best services to ensure their satisfaction and meet their financial needs.

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Our Approach

The seasoned members of Interactive Wealth Advisors work together to create a customized wealth plan to last through the future years. We are your best bet for a certified Spokane financial planner, providing comprehensive and integrated solutions for high-net-worth clients and moderate-income earners, including

  • Tax strategies for HNW and UHNW
  • Retirement planning
  • Business succession planning
  • Equity compensation planning
  • Trust and estate planning, including gifts to family and charitable giving
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We also offer Trust services for high-net-worth families to help them:

  • Maximize wealth transfer between generations
  • Build philanthropic legacies via charitable annuities and trusts or foundations
  • Ensure their benefactors get the resources they need

We do not leave our clients after the trust has been established. We continue to work as your family financial advisor years after as corporate trustees and trust managers.

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Our Process
Understanding Your Financial Goals
#1. We start with a personal no-commitment call with our planners to understand your financial goals. We will listen to your questions and challenges and explain our process and how we may handle your unique case.
#2. After the call, we’ll send you a summary email of our discussion and see if you would like us to provide an assessment of your situation.
Personal Strategy
#3. We will create a relevant and transparent strategy based on your provided data. Then schedule another meeting with your CFP® professional to collaborate and discuss the process. The data review will identify the specific, individual, and tailored actions that align with your goals.
#4. Our team of wealth management advisors will then send a follow-up action plan email with the particular steps and financial advice we discussed, followed by subsequent emails and check-ins to ensure you are focused, on track, and implementing.

Who Is It For?

We cater to the needs of HNW investors entering retirement, facing a future large potential tax bill, thinking about selling their company, diversifying their real estate holdings, or a host of other complex planning needs, including

  • Electrical Engineers
  • Property owners
  • Business owners
  • Charitable people
  • Retirees
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What Are the Costs?

At Interactive Wealth Advisors, we are registered investment advisors in Washington and Oregon. We do not receive any compensation, referral fees, kickbacks, commissions, or side deals from other third-party fiduciary services when our clients invest in a product.

As a fiduciary serving Spokane, WA, we believe in transparency in our fee schedule information. 

Below is the summary of the fees you will have to pay us. We hope the figures in the chart help you make more informed financial decisions.

Assets Under Management Annual Fee
$0 to $499,999 1.25%
$500,000 to $1.0 million 1.00%
Next, $2.0 million 0.75%
Next, $2.0 million 0.55%
Above $5.0 million 0.45%

For example, if a client has $650,000 in investable assets, they would pay 1.25% on the first $499,999 and 1% on the remaining $150,001 for an average fee of 1.19%. A client with $2,500,000 in investable assets would pay 1.25% on the first $499,999, 1% on the next $500,000, and 0.75% on the remaining $1,500,001 for an average fee of 0.90%.

We bill and collect quarterly fees for services most recently provided in arrears. However, we will alter payments for incomplete quarters at the start or dissolution of the relationship, depending on the account’s active days in the quarter.

Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.