# Financial advisors for executives in Washington > For executives in Washington, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Martin Lundgren of Northern Lights Advisors Inc., Scott Blaesing of Cascade Wealth Advisors, Inc. and Kevin Estes of Scaled Finance, LLC. Page: https://find.wellspent.co/audiences/executives/washington/ 42 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Washington? For executives in Washington, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Martin Lundgren of Northern Lights Advisors Inc., Scott Blaesing of Cascade Wealth Advisors, Inc. and Kevin Estes of Scaled Finance, LLC. - [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren/), Northern Lights Advisors Inc., Seattle. Holds the CFA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Scott Blaesing](https://find.wellspent.co/advisors/scott-blaesing/), Cascade Wealth Advisors, Inc., Wenatchee. Holds the CPA and CFP. Fees on file: ongoing planning fee. - [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes/), Scaled Finance, LLC, Bellevue. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Patrick Fletcher](https://find.wellspent.co/advisors/patrick-fletcher/), GenSphere Private Wealth, Gig Harbor. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Jeffrey Fortner](https://find.wellspent.co/advisors/jeffrey-fortner/), Geometric Advisors, Seattle. Holds the CFA. Fees on file: percentage of assets. - [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers/), Gevers Wealth Management, Issaquah. Holds the CFA. Fees on file: percentage of assets, one-time planning fee. ## How many fee-only financial advisors in Washington work with executives? The Wellspent public graph lists 42 fee-only advisors for executives in Washington, at 20 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Washington located? Of the 42 fee-only advisors for executives in Washington, 8 are in Seattle, followed by 8 in Redmond and 7 in Kirkland. ## How do fee-only advisors for executives in Washington charge? The most common fee among fee-only advisors for executives in Washington is a percentage of assets, used by 93% of the 42 with fees on file. Many use more than one: 38% charge by the hour and 26% charge fixed fees. ## How much do fee-only financial advisors charge in Washington? Fee-only financial advisors in Washington charge a median of $4,500 a year for ongoing planning. We found this across the published prices of 25 Washington firms. ## How much does a one-time financial plan cost in Washington? A one-time financial plan from a fee-only firm in Washington has a median price of $3,000. We found this across the published prices of 27 Washington firms. ## What credentials should a financial advisor for executives have? For executives, look for the CPA, CFA and CFP. In Washington, 24% of the 42 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs help with deferred compensation tax. - CFA (14% of advisors listed): The CFA helps with concentrated stock. - CFP (24% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Washington advisors for executives compare with the rest of the US? 26% of fee-only advisors for executives in Washington charge fixed fees, compared with 54% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Washington tax income? Washington doesn't tax wages, but it does tax large long-term capital gains, which matters when you sell stock or a business. ## What happens to stock pay if you move to or from Washington? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Washington can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Washington? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How would Washington's tax on capital gains change the way I sell? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Washington? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly, One-time planning fee | | [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee | | [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee | | [Scott Blaesing](https://find.wellspent.co/advisors/scott-blaesing.md) | Cascade Wealth Advisors, Inc. | Wenatchee, Washington | CFP, CPA | Ongoing planning fee | | [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers.md) | Gevers Wealth Management | Issaquah, Washington | CFA | Percentage of assets, One-time planning fee | | [Evan Schmidt](https://find.wellspent.co/advisors/evan-schmidt.md) | Schmidt Financial Management | Kirkland, Washington | CFP | Percentage of assets | | [Mark Farrelly](https://find.wellspent.co/advisors/mark-farrelly.md) | Cairn Wealth Management | Vancouver, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Patrick Mason](https://find.wellspent.co/advisors/patrick-mason.md) | Cairn Wealth Management | Vancouver, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Saket Sengar](https://find.wellspent.co/advisors/saket-sengar.md) | Better Financial Services | Federal Way, Washington | CFP | Percentage of assets, Hourly | | [Blake Martin](https://find.wellspent.co/advisors/blake-martin.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Hart Williams](https://find.wellspent.co/advisors/hart-williams.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [John Wilbourne](https://find.wellspent.co/advisors/john-wilbourne.md) | Occidental Asset Management | Bellevue, Washington | | Ongoing planning fee | | [Kory Lackey](https://find.wellspent.co/advisors/kory-lackey.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Laurie Klein](https://find.wellspent.co/advisors/laurie-klein.md) | Kaizen Financial Advisors | Kirkland, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick Fletcher](https://find.wellspent.co/advisors/patrick-fletcher.md) | GenSphere Private Wealth | Gig Harbor, Washington | CFP | Percentage of assets, One-time planning fee | | [Sean Sternbach](https://find.wellspent.co/advisors/sean-sternbach.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Jeffrey Fortner](https://find.wellspent.co/advisors/jeffrey-fortner.md) | Geometric Advisors | Seattle, Washington | CFA | Percentage of assets | | [Arijeet Singh](https://find.wellspent.co/advisors/arijeet-singh.md) | Willow Grove Advisors | Brier, Washington | | Percentage of assets, Hourly | | [Jason Strough](https://find.wellspent.co/advisors/jason-strough.md) | Strong Retirement Solutions | Bremerton, Washington | | Percentage of assets, Hourly, Fixed fees | | [Joel Petersen](https://find.wellspent.co/advisors/joel-petersen.md) | Sound Legacy Wealth Advisors | Kirkland, Washington | | Percentage of assets | | [Kevin Pummill](https://find.wellspent.co/advisors/kevin-pummill.md) | Strong Retirement Solutions | Bremerton, Washington | | Percentage of assets, Hourly, Fixed fees | | [Matthew Augspurger](https://find.wellspent.co/advisors/matthew-augspurger.md) | Strong Retirement Solutions | Bremerton, Washington | | Percentage of assets, Hourly, Fixed fees | | [Michelle Moyer](https://find.wellspent.co/advisors/michelle-moyer.md) | Strong Retirement Solutions | Bremerton, Washington | | Percentage of assets, Hourly, Fixed fees | | [Paul Hegdahl](https://find.wellspent.co/advisors/paul-hegdahl.md) | Hegdahl Investment Management | Seattle, Washington | CFA | Percentage of assets, Fixed fees | | [Stuart Quint](https://find.wellspent.co/advisors/stuart-quint.md) | Ambassador Wealth Management | Vancouver, Washington | CFA | Percentage of assets, Hourly | | [Tera Probst](https://find.wellspent.co/advisors/tera-probst.md) | Sound Legacy Wealth Advisors | Kirkland, Washington | | Percentage of assets | | [Thomas Fletcher](https://find.wellspent.co/advisors/thomas-fletcher-3146007.md) | GenSphere Private Wealth | Gig Harbor, Washington | CFA | Percentage of assets, One-time planning fee | | [Adam Powell](https://find.wellspent.co/advisors/adam-powell.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Amanda Dixon](https://find.wellspent.co/advisors/amanda-dixon.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Angelina Bulbotka](https://find.wellspent.co/advisors/angelina-bulbotka.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Dominic Hubert](https://find.wellspent.co/advisors/dominic-hubert.md) | Schmidt Financial Management | Kirkland, Washington | | Percentage of assets | | [Eric Penz](https://find.wellspent.co/advisors/eric-penz.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Ngoc Thuy Vy Nguyen](https://find.wellspent.co/advisors/ngoc-thuy-vy-nguyen.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Ruchi Sengar](https://find.wellspent.co/advisors/ruchi-sengar.md) | Better Financial Services | Federal Way, Washington | | Percentage of assets, Hourly | | [S Bean](https://find.wellspent.co/advisors/s-bean.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Steven Hillstead](https://find.wellspent.co/advisors/steven-hillstead.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Timothy Mosier](https://find.wellspent.co/advisors/timothy-mosier.md) | Cairn Wealth Management | Vancouver, Washington | | Percentage of assets, Hourly, Fixed fees | | [Tricia Eliason](https://find.wellspent.co/advisors/tricia-eliason.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Dipit Gupta](https://find.wellspent.co/advisors/dipit-gupta.md) | Finomenon | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | | [Petr Burunov](https://find.wellspent.co/advisors/petr-burunov.md) | Ambassador Wealth Management | Vancouver, Washington | | Percentage of assets, Hourly | | [Ryan Halleran](https://find.wellspent.co/advisors/ryan-halleran.md) | GenSphere Private Wealth | Sammamish, Washington | | Percentage of assets, One-time planning fee | | [Shabrish Menon](https://find.wellspent.co/advisors/shabrish-menon.md) | Finomenon | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Washington](https://find.wellspent.co/specialties/retirement-planning/washington.md) - [Estate planning in Washington](https://find.wellspent.co/specialties/estate-planning/washington.md) - [Tax planning in Washington](https://find.wellspent.co/specialties/tax-planning/washington.md) - [Small business owners in Washington](https://find.wellspent.co/specialties/small-business-owners/washington.md) - [Pre-retirees in Washington](https://find.wellspent.co/audiences/pre-retirees/washington.md) - [Retirees in Washington](https://find.wellspent.co/audiences/retirees/washington.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).