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Best Financial Planners in Spokane, Washington

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Rankings use the published BizScore formulas. How we score

11Financial Planners scored in Spokane
59Average BizScore
75Top BizScore
27%AI Visibility 50 or higher
72Average SEO score
4.9Average Google rating (10 rated)

Top Financial Planners in Spokane

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Showing 1-11 of 11 Financial Planners listings in Spokane, WA · page 1 of 1

#1Quantum Financial Planning Top-Rated

5.0 Google rating · 172 reviews

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Quantum Financial Planning website

Score breakdown

AI Visibility67
SEO84
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 328-6653
  • cusquices.com
Ranked #1 of 14 Financial Planner listings in SpokaneScores updated Jun 24, 2026

#2Selkirk Wealth Advisors

5.0 Google rating · 3 reviews

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Selkirk Wealth Advisors website

Score breakdown

AI Visibility67
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 270-2886
  • selkirk.com

Selkirk Wealth Advisors is a Financial Planner in Spokane, WA. The business maintains a 5.00 rating based on reviews. The business provides thorough and well-documented information online, featuring a website that is well-optimized for search engines to read...

Ranked #2 of 14 Financial Planner listings in SpokaneScores updated Jun 24, 2026

#3Mercer Advisors - Spokane

5.0 Google rating

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Mercer Advisors - Spokane website

Score breakdown

AI Visibility58
SEO86
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 444-7007
  • merceradvisors.com
Ranked #3 of 14 Financial Planner listings in SpokaneScores updated Jun 7, 2026

#4Fellowship Financial Planning of Spokane

5.0 Google rating · 45 reviews

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Fellowship Financial Planning of Spokane website

Score breakdown

AI Visibility43
SEO79
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 473-9483
  • ama-assn.org

Fellowship Financial Planning of Spokane: Fellowship Financial Planning is a Financial Planner in Spokane, WA. They specialize in providing comprehensive financial planning services for individuals and families, focusing on retirement planning, investment management, and estate planning. With years...

Ranked #4 of 14 Financial Planner listings in SpokaneScores updated Jun 24, 2026

#5Financial Forum, Inc.

4.7 Google rating · 3 reviews

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Financial Forum, Inc. website

Score breakdown

AI Visibility44
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 458-5373
  • forumfinancial.com
Ranked #5 of 14 Financial Planner listings in SpokaneScores updated Sep 21, 2026

#6UpFront Financial Planning, LLC

5.0 Google rating · 17 reviews

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UpFront Financial Planning, LLC website

Score breakdown

AI Visibility44
SEO70
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 499-0486
  • upfront.scholastic.com
Ranked #6 of 14 Financial Planner listings in SpokaneScores updated Jun 7, 2026

#7John A Schram CFP

5.0 Google rating

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John A Schram CFP website

Score breakdown

AI Visibility42
SEO81
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 328-5627
  • johnschram.com
Ranked #7 of 14 Financial Planner listings in SpokaneScores updated Sep 18, 2026
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First Command of Spokane website

Score breakdown

AI Visibility46
SEO72
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 590-0676
  • advisor.firstcommand.com

First Command of Spokane is a Financial Planner in Spokane, WA, located at 400 South Jefferson Street. The firm serves military members and their families through face-to-face coaching designed to help clients build successful financial behaviors early in...

Ranked #9 of 14 Financial Planner listings in SpokaneScores updated Jun 7, 2026

#9Stewardship Concepts

5.0 Google rating · 53 reviews

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Stewardship Concepts website

Score breakdown

AI Visibility36
SEO66
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 443-0845
  • lcms.org

Stewardship Concepts is a Financial Planner in Spokane, WA. They offer comprehensive financial planning services tailored to individuals and organizations within the Lutheran Church, Missouri Synod (LCMS) community. With a strong focus on Christ-centered...

Ranked #11 of 14 Financial Planner listings in SpokaneScores updated Jun 24, 2026

#10Fulcrum Financial Group

4.6 Google rating · 9 reviews

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Fulcrum Financial Group website

Score breakdown

AI Visibility27
SEO55
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 747-2075
  • web.fulcrumapp.com

Fulcrum Financial Group delivers cloud-native financial data analytics and risk management solutions for financial institutions, enabling real-time decision-making through automated data integration and compliance monitoring.

Ranked #13 of 14 Financial Planner listings in SpokaneScores updated Jun 24, 2026

#11RBC Wealth Management Branch - Spokane

5.0 Google rating

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RBC Wealth Management Branch - Spokane website

Score breakdown

AI Visibility10
SEO46
Freshness-
AI Ready-
  • Financial Planner
  • Spokane, Washington
  • (509) 455-6745
  • rbccm.com
Ranked #14 of 14 Financial Planner listings in SpokaneScores updated Jun 7, 2026
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BizScoreAI ranks 11 financial planners in Spokane, Washington by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Spokane ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Spokane, Washington does BizScoreAI track?

11 financial planners in Spokane currently meet the profile-quality bar for this page, with an average BizScore of 59 and a top score of 75.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 27% of measured financial planners in Spokane score 50 or higher.

Is being listed free?

Yes. Every financial planner in Spokane is listed and scored for free, and claiming a listing is free too.