Financial advisors for tech employees in Washington

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.

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.

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.

See every fee-only advisor fee in Washington

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.

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?

1. How many clients do you have at companies like mine?
2. Should I sell RSUs when they vest?
3. How would you handle a tender offer or IPO lockup?
4. How do you charge if most of my wealth is unvested?
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 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.