# Joseph Fondahn

> Joseph Fondahn is a fee-only financial advisor at Fondahn CPA in Walla Walla, Washington. Joseph focuses on tax planning and estate & legacy planning. Fondahn CPA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-fondahn/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fondahn CPA
- **Based in:** Walla Walla, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $50K across 1 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 6003350 (https://adviserinfo.sec.gov/individual/summary/6003350)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2012), Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.fondahncpa.com

## Frequently asked questions

### Is Joseph Fondahn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Fondahn CPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Fondahn CPA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Fondahn based?

Joseph Fondahn is based in Walla Walla, Washington.

### What does Joseph specialize in?

Joseph's specialties include tax planning and estate & legacy planning. Joseph works with retirees.

### Is Joseph Fondahn registered with the SEC?

Yes. Joseph Fondahn is registered as an investment adviser representative in WA (CRD 6003350), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fondahn CPA manage?

Fondahn CPA reports $50K across 1 accounts in assets under management.

### How do I contact Joseph Fondahn?

Through Joseph's website, www.fondahncpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6003350): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://fondahncpa.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.