CFA financial advisors in Washington
How do I find fee-only advisors who hold the CFA in Washington?
In Washington, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Joseph Turley of Breakwater Investment Management, Martin Lundgren of Northern Lights Advisors Inc. and Daniel Frankel of WealthCollab.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Joseph Turley Breakwater Investment Management, Seattle Holds the CFP and CFA. Fees on file: percentage of assets.
- Martin Lundgren Northern Lights Advisors Inc., Seattle Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Daniel Frankel WealthCollab, Bellevue Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Andrew Bloom MB Generational Wealth, Spokane Holds the CFP and CFA. Fees on file: percentage of assets.
- Dan Kanivas Triple Summit Advisors, Mercer Island Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Didi Chen Everleap Financial Planning, Newcastle Holds the CFP and CFA. Fees on file: one-time planning fee, hourly.
By the numbers
- Advisors listed
- 70
- Firms
- 58
- Cities
- 25
- Hold the CFP
- 30%
- Other credentials: CFA 100%
- How they charge (of 69 with fees on file): percentage of assets 96% · fixed fees 46% · hourly 45% · one-time planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Washington are there?
The Wellspent public graph lists 70 fee-only advisors who hold the CFA in Washington, at 58 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Washington located?
Of the 70 fee-only advisors who hold the CFA in Washington, 21 are in Seattle, followed by 12 in Bellevue and 6 in Vancouver.
How do fee-only advisors who hold the CFA in Washington charge?
The most common fee among fee-only advisors who hold the CFA in Washington is a percentage of assets, used by 96% of the 69 with fees on file. Many use more than one: 46% charge fixed fees and 45% charge by the hour.
How many fee-only advisors who hold the CFA in Washington hold the CFP?
30% of the 70 fee-only advisors who hold the CFA in Washington hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Washington?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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.
All 70 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Didi Chen Fiduciary planning for immigrants, Asian Americans and their families working through money, career and life transitions. | Everleap Financial Planning | Newcastle | CFP, CFA | One-time planning fee, Hourly |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Martin Lundgren | Northern Lights Advisors Inc. | Seattle | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Kelly Van Wyhe | Bright Road Wealth Management, LLC | Tacoma | CFP, CFA, BA | Percentage of assets, Hourly |
| Gus Kristoferson | Money on the Mind LLC | Seattle | CFA, CFP | Not listed |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Joseph Turley | Breakwater Investment Management | Seattle | CFP, CFA | Percentage of assets |
| Thomas Bowman | Investors Portfolio Services | Puyallup | CFP, CFA | Percentage of assets, Hourly |
| Tyler Linsten | Alder Cove Capital | Tukwila | CFA | Flat fee or retainer, Percentage of assets |
| Cherish Sutull | Blue Water Wealth | Seattle | CFP, CFA | Percentage of assets, Fixed fees |
| Derek Dzingle | Stolz & Associates, P.S. | Tacoma | CFP, CFA | Percentage of assets |
| Kathryn Kokenge | TrueWealth Financial Partners San Diego | Bellevue | CFP, CFA | Percentage of assets, Fixed fees |
| Sean Cooper | Fit Financial Consulting | Morton | CFP, CFA | Percentage of assets, Hourly |
| Andrew Bloom | MB Generational Wealth | Spokane | CFP, CFA | Percentage of assets |
| Charles Johnson | Differential Planning | Silverdale | CFA | Hourly |
| Christopher Jernstrom | Ironstream Capital | Seattle | CFA | Percentage of assets |
| Dan Kanivas | Triple Summit Advisors | Mercer Island | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Jeffrey Fortner | Geometric Advisors | Seattle | CFA | Percentage of assets |
| Joshua Betts | Aletheian Wealth Advisors | Bellevue | CFP, CFA | Percentage of assets, Fixed fees |
| Andrew Stolz | Stolz & Associates, P.S. | Tacoma | CFA | Percentage of assets |
| Ann Moore | Martel Wealth Advisors | Vancouver | CFA | Percentage of assets |
| Connor Ridgeway | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| David Archibald | Colmina | Redmond | CFA | Percentage of assets, Hourly |
| Garrett Dastrup | Opportunus Wealth Management | Gig Harbor | CFA | Percentage of assets, Hourly |
| Michael Emery | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| Neil Rose | Regency Capital Management | Bainbridge Island | CFA | Percentage of assets |
| Paul Hegdahl | Hegdahl Investment Management | Seattle | CFA | Percentage of assets, Fixed fees |
| Stuart Quint | Ambassador Wealth Management | Vancouver | CFA | Percentage of assets, Hourly |
| Thomas Fletcher | GenSphere Private Wealth | Gig Harbor | CFA | Percentage of assets, One-time planning fee |
| Jack Dukeminier | Blue River Capital Management | Vancouver | CFA | Percentage of assets |
| Matthew Hill | Emerald Advisors | Bellevue | CFA | Percentage of assets, Fixed fees |
| Michael Ruff | Rainier Family Wealth | Tacoma | CFA | Percentage of assets |
| Rey Santodomingo | Garde Capital | Seattle | CFP, CFA | Percentage of assets, Hourly |
| Richard Severs | Garde Capital | Seattle | CFP, CFA | Percentage of assets, Hourly |
| Roy Hamrick | Hamrick Investment Counsel | Seattle | CFA | Percentage of assets |
| Steven Kleyn | Aletheian Wealth Advisors | Bellevue | CFA | Percentage of assets, Fixed fees |
| David Williams | Multnomah Group | Port Orchard | CFA | Percentage of assets, Hourly |
| David Young | Summit Family Office Services | Woodinville | CFA | Percentage of assets, Hourly |
| Jack Dolan | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Nathan Mumford | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Zachary Cleveland | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Cody Barney | Garde Capital | Seattle | CFA | Percentage of assets, Hourly |
| Daniel Rutter | Agate Pass Investment Management | Bainbridge Island | CFA | Percentage of assets |
| Michael Bowers | Pacific Northwest Asset Management | Seattle | CFA | Percentage of assets |
| Willard Bollenbach | Agate Pass Investment Management | Bainbridge Island | CFA | Percentage of assets |
| Jason Nelson | Viceroy Investment Advisors | Everett | CFP, CFA | Percentage of assets, Fixed fees |
| John Groh | Baker Ellis Asset Management | Vancouver | CFP, CFA | Percentage of assets |
| Jordan Cole | Sage Advisors | Edmonds | CFP, CFA | Percentage of assets, Fixed fees |
| Lars Phillips | Avier Wealth Advisors | Bellevue | CFP, CFA | Percentage of assets |
| Matthew Lowe | Greene Wealth Management | Seattle | CFP, CFA | Percentage of assets, Hourly |
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