Financial advisors for executives in Washington

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.

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.

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.

See every fee-only advisor fee in Washington

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How would Washington's tax on capital gains change the way I sell?
6. 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.