Financial advisors for retirees in Washington

Which financial advisor should I talk to as a retiree in Washington?

For retirees in Washington, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Christopher Christiansen of Quantum Financial Planning Services, Inc., Scott Blaesing of Cascade Wealth Advisors, Inc. and Hayley Haslett of Lake Road Advisors.

How many fee-only financial advisors in Washington work with retirees?

The Wellspent public graph lists 82 fee-only advisors for retirees in Washington, at 47 firms. We counted every advisor record that lists this work, as of November 2026.

How do fee-only advisors for retirees in Washington charge?

The most common fee among fee-only advisors for retirees in Washington is a percentage of assets, used by 82% of the 82 with fees on file. Many use more than one: 48% charge by the hour and 45% 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 retirees have?

For retirees, look for the RICP and CFP. In Washington, 41% of the 82 advisors listed hold the CFP.

Does Washington tax retirement income?

No. Washington doesn't tax retirement account withdrawals or pensions, though it does tax large capital gains.

What should I ask a financial advisor as a retiree in Washington?

1. How much can I spend each year, and how will you adjust it?
2. How do you plan around RMDs and Medicare premiums?
3. How would you pay for long-term care if I needed it?
4. What happens if I can't manage this myself, or my spouse dies first?
5. Would you plan differently if I might move to another state in retirement?

How current is this list of fee-only advisors for retirees 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.