# Financial advisors for tech employees in Washington > For tech employees in Washington, talk to a fee-only planner who already works with RSUs, options, and ESPPs, and who has seen a company go public. Pay that's mostly stock can look large and still be risky, so concentration is often the first problem to solve. Records to start with include Jeffrey Walters of Advisia Financial Planning, LLC, Holly Davis of Alta Via Financial Planning LLC and Deborah Gianelli of Whole Family Financial Services. Page: https://find.wellspent.co/audiences/tech-employees/washington/ 38 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as a tech employee in Washington? For tech employees in Washington, talk to a fee-only planner who already works with RSUs, options, and ESPPs, and who has seen a company go public. Pay that's mostly stock can look large and still be risky, so concentration is often the first problem to solve. Records to start with include Jeffrey Walters of Advisia Financial Planning, LLC, Holly Davis of Alta Via Financial Planning LLC and Deborah Gianelli of Whole Family Financial Services. - [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters/), Advisia Financial Planning, LLC, Bellevue. Holds the EA and CFP. Fees on file: hourly. - [Holly Davis](https://find.wellspent.co/advisors/holly-davis/), Alta Via Financial Planning LLC, Seattle. Holds the CPA and CFP. Fees on file: subscription, one-time planning fee. - [Deborah Gianelli](https://find.wellspent.co/advisors/deborah-gianelli/), Whole Family Financial Services, Bothell. Holds the CFP. Fees on file: hourly, percentage of assets. - [David Uhlmann](https://find.wellspent.co/advisors/david-uhlmann/), Synergos Advisory LLC, Seattle. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren/), Northern Lights Advisors Inc., Seattle. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Eric Franklin](https://find.wellspent.co/advisors/eric-franklin/), Prospero Wealth, Seattle. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Washington work with tech employees? The Wellspent public graph lists 38 fee-only advisors for tech employees in Washington, at 29 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for tech employees in Washington located? Of the 38 fee-only advisors for tech employees in Washington, 12 are in Seattle, followed by 7 in Bellevue and 6 in Kirkland. ## How do fee-only advisors for tech employees in Washington charge? The most common fee among fee-only advisors for tech employees in Washington is a percentage of assets, used by 79% of the 38 with fees on file. Many use more than one: 47% 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 tech employees have? For tech employees, look for the EA, CPA and CFP. In Washington, 45% of the 38 advisors listed hold the CFP. - EA (3% of advisors listed): Enrolled agents help with AMT and withholding gaps. - CPA (3% of advisors listed): CPAs model exercise and sale decisions. - CFP (45% of advisors listed): The CFP puts stock pay in the whole plan. ## How do Washington advisors for tech employees compare with the rest of the US? 47% of fee-only advisors for tech employees in Washington charge by the hour, compared with 33% of the 510 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 a tech employee in Washington? - How many clients do you have at companies like mine? - Should I sell RSUs when they vest? - How would you handle a tender offer or IPO lockup? - How do you charge if most of my wealth is unvested? - 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 tech employees 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 | |---|---|---|---|---| | [Didi Chen](https://find.wellspent.co/advisors/didi-chen.md) | Everleap Financial Planning | Newcastle, Washington | CFP, CFA | One-time planning fee, Hourly | | [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly, One-time planning fee | | [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel.md) | WealthCollab | Bellevue, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [David Uhlmann](https://find.wellspent.co/advisors/david-uhlmann.md) | Synergos Advisory LLC | Seattle, Washington | AAMS, CFP, MS, APMA | Flat fee or retainer, Ongoing planning fee | | [Eric Franklin](https://find.wellspent.co/advisors/eric-franklin.md) | Prospero Wealth | Seattle, Washington | CFP | Percentage of assets, Hourly, One-time planning fee | | [Holly Davis](https://find.wellspent.co/advisors/holly-davis.md) | Alta Via Financial Planning LLC | Seattle, Washington | CFP, CPA | Subscription, One-time planning fee, Hourly | | [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters.md) | Advisia Financial Planning, LLC | Bellevue, Washington | CFP, EA | Hourly | | [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 | | [Dwayne Reinike](https://find.wellspent.co/advisors/dwayne-reinike.md) | Valiant Financial Planning | Kirkland, Washington | CFP, ChFC | Flat fee or retainer, One-time planning fee | | [James Hindes](https://find.wellspent.co/advisors/james-hindes.md) | Xena Financial Planning | Seattle, Washington | CFP, MBA, RICP, MSFP, RLP | Percentage of assets, Ongoing planning fee | | [Jamieson Hopp](https://find.wellspent.co/advisors/jamieson-hopp.md) | Millennial Wealth, LLC | Bellevue, Washington | CFP, BFA, CBDA, CEPA, CPWA, ECA | Percentage of assets, Hourly, Fixed fees | | [Stacy Ployhar](https://find.wellspent.co/advisors/stacy-ployhar.md) | 2020 Financial Planning LLC | Seattle, Washington | CFP | One-time planning fee, Percentage of assets | | [Deborah Gianelli](https://find.wellspent.co/advisors/deborah-gianelli.md) | Whole Family Financial Services | Bothell, Washington | CFP | Hourly, Percentage of assets | | [S Yeyni](https://find.wellspent.co/advisors/s-yeyni.md) | Wealth-Builders | Bellevue, Washington | CFP | Percentage of assets, Hourly | | [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers.md) | Gevers Wealth Management | Issaquah, Washington | CFA | Percentage of assets, One-time planning fee | | [Tyler Linsten](https://find.wellspent.co/advisors/tyler-linsten.md) | Alder Cove Capital | Tukwila, Washington | CFA | Flat fee or retainer, 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 | | [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 | | [Sean Sternbach](https://find.wellspent.co/advisors/sean-sternbach.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Aaron Beeson](https://find.wellspent.co/advisors/aaron-beeson.md) | Seek First | Ellensburg, Washington | | Percentage of assets, Fixed fees | | [Arijeet Singh](https://find.wellspent.co/advisors/arijeet-singh.md) | Willow Grove Advisors | Brier, Washington | | Percentage of assets, Hourly | | [Clarissa Candelario](https://find.wellspent.co/advisors/clarissa-candelario.md) | Private Asset Management | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | | [Jason Strough](https://find.wellspent.co/advisors/jason-strough.md) | Strong Retirement Solutions | Bremerton, Washington | | Percentage of assets, Hourly, Fixed fees | | [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 | | [Michael Thayer](https://find.wellspent.co/advisors/michael-thayer.md) | Private Asset Management | Kirkland, 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 | | [Benjamin Englund](https://find.wellspent.co/advisors/benjamin-englund.md) | Ceva Advisors | Woodinville, Washington | | Percentage of assets, Hourly | | [Dominic Hubert](https://find.wellspent.co/advisors/dominic-hubert.md) | Schmidt Financial Management | Kirkland, Washington | | Percentage of assets | | [Shaina Englund](https://find.wellspent.co/advisors/shaina-englund.md) | Ceva Advisors | Woodinville, Washington | | Percentage of assets, Hourly | | [Wayne Best](https://find.wellspent.co/advisors/wayne-best.md) | Tamalpais Asset Management | La Conner, Washington | | Percentage of assets | | [Susanna Fraser](https://find.wellspent.co/advisors/susanna-fraser.md) | Asset One | Bellevue, Washington | | Percentage of assets | ## 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).