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CFP financial advisors in Washington

How do I find fee-only advisors who hold the CFP in Washington?

In Washington, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Rebecca Meats of Clear Insight Wealth Management, Troy Sapp of Commencement Financial Planning, LLC and Joseph Turley of Breakwater Investment Management.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Rebecca Meats Clear Insight Wealth Management, Spokane Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
  • Troy Sapp Commencement Financial Planning, LLC, Lakewood Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
  • Joseph Turley Breakwater Investment Management, Seattle Holds the CFP and CFA. Fees on file: percentage of assets.
  • Scott Blaesing Cascade Wealth Advisors, Inc., Wenatchee Holds the CFP and CPA. Fees on file: ongoing planning fee.
  • Andrew Bloom MB Generational Wealth, Spokane Holds the CFP and CFA. Fees on file: percentage of assets.
  • Didi Chen Everleap Financial Planning, Newcastle Holds the CFP and CFA. Fees on file: one-time planning fee, hourly.

By the numbers

Advisors listed
298
Firms
205
Cities
56
Hold the CFP
100%
  • Other credentials: CFA 7% · CPA 2% · EA 1%
  • How they charge (of 296 with fees on file): percentage of assets 86% · hourly 53% · fixed fees 40% · one-time planning fee 15%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

CFP financial advisors by state

Questions about cFP financial advisors

How many fee-only advisors who hold the CFP in Washington are there?

The Wellspent public graph lists 298 fee-only advisors who hold the CFP in Washington, at 205 firms. We counted every advisor record that fits, as of November 2026.

Where are fee-only advisors who hold the CFP in Washington located?

Of the 298 fee-only advisors who hold the CFP in Washington, 60 are in Seattle, followed by 41 in Bellevue and 32 in Spokane.

How do fee-only advisors who hold the CFP in Washington charge?

The most common fee among fee-only advisors who hold the CFP in Washington is a percentage of assets, used by 86% of the 296 with fees on file. Many use more than one: 53% charge by the hour and 40% charge fixed fees.

How many fee-only advisors who hold the CFP in Washington hold the CFP?

100% of the 298 fee-only advisors who hold the CFP 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 CFP?

We count an advisor here when their record lists the CFP.

What should I ask fee-only advisors who hold the CFP in Washington?

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

How current is this list of fee-only advisors who hold the CFP 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 298 advisors

CFP financial advisors in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. Scaled Finance, LLC Bellevue CFP, MBA Hourly, One-time planning fee
Tim Melia Hourly, advice-only planning for young professionals, families and retirees, from first-time guidance to second opinions for DIY investors. Embolden Financial Planning LLC Seattle CFP, MBA Hourly
Amy Barnes Firebrand Wealth Management, LLC Seattle CFP Percentage of assets, Ongoing planning fee
Angela Furubotten-LaRosee Avea Financial Planning, LLC Pasco CFP Flat fee or retainer, Ongoing planning fee
Carlie Ransom Equal Path Investments Tacoma CFP Flat fee or retainer, Ongoing planning fee
Jonathan Wride Crafted Finance, LLC Seattle CFP Ongoing planning fee, Percentage of assets
Melissa Leonard Fiduciary, advice-only planning that helps young professionals and families live intentionally and enjoy experiences now, not only in retirement. Cairn Financial Planning Seattle CFP Subscription, One-time planning fee
Audrey Emerson Planning with no minimums for newlyweds, freelancers and creative millennials, usually through a four- to five-month integrated process. AdviceOnly Bellingham CFP Subscription, One-time planning fee
Daniel Frankel WealthCollab Bellevue CFP, CFA Flat fee or retainer, Ongoing planning fee
David Uhlmann Synergos Advisory LLC Seattle AAMS, CFP, MS, APMA Flat fee or retainer, Ongoing planning fee
Eric Franklin Prospero Wealth Seattle CFP Percentage of assets, Hourly
Holly Davis Planning for busy families with active outdoor lives balancing competing goals, plus equity compensation guidance for tech workers. Alta Via Financial Planning LLC Seattle CFP, CPA Subscription, One-time planning fee
Jeffrey Walters Hourly, fee-only advice on planning, taxes and investments for DIY investors who want to keep managing their own portfolios. Advisia Financial Planning, LLC Bellevue CFP, EA Hourly
Leslie Rosenberg Humanize Wealth Seattle CFP Percentage of assets
Christopher Christiansen Quantum Financial Planning Services, Inc. Spokane CFP Flat fee or retainer, Percentage of assets
Eric Smith Hourly, advice-only reviews for DIY investors who manage their own money and want a fiduciary second opinion before retirement. Ridge Falls Financial Planning Bellingham CFP, MBA Hourly
Joseph Hebert trueNorth Wealth Advisors Seattle CFP, PhD Percentage of assets, Ongoing planning fee
Keith Spencer Spencer Financial Planning, LLC Spokane CFP Ongoing planning fee, One-time planning fee
Kris Draper Northern Lights Advisors Inc Seattle CFP Percentage of assets, Ongoing planning fee
Martin Lundgren Northern Lights Advisors Inc. Seattle CFA, CFP Percentage of assets, Ongoing planning fee
Ralph Ted White Arrivity Financial Planning Seattle CFP, CIMA, MBA Hourly, One-time planning fee
Rebecca Meats Clear Insight Wealth Management Spokane CPA, AFC, CFP, ChFC Percentage of assets, Ongoing planning fee
Ali Criss Financial Insights Tacoma CFP Percentage of assets, Hourly
Dwayne Reinike Valiant Financial Planning Kirkland CFP, ChFC Flat fee or retainer, One-time planning fee
Eric Stutzman Selkirk Wealth Advisors Spokane CFP Percentage of assets, Hourly
Jamie Clark Ruby Pebble Financial Planning LLC Seattle CFP Flat fee or retainer, Hourly
Jeff Tolsma Tolsma Investments, LLC Bellevue CFP Percentage of assets, Flat fee or retainer
Kailie Abascal Middleton & Company Vancouver CFP Percentage of assets, One-time planning fee
Katy Cook Abacus Financial Planning Kirkland CFP, PhD Percentage of assets, Hourly
Melinda Satterlee Marathon Wealth Management LLC Medina CFP One-time planning fee, Ongoing planning fee
Scott Blaesing Cascade Wealth Advisors, Inc. Wenatchee CFP, CPA Ongoing planning fee
Taylor Anderson Middleton & Company Vancouver CFP Percentage of assets, One-time planning fee
Troy Sapp Commencement Financial Planning, LLC Lakewood CFP, CPA Percentage of assets, Hourly
Amy Goan Prism Financial Planning, LLC Issaquah CFP, MBA Hourly, One-time planning fee
Austin Boyce SoundView Advisors Seattle CFP, CLU, CPA/PFS, CPA Percentage of assets
Elizabeth Snyder Trail Financial Planning LLC Bellingham CFP Percentage of assets, Hourly
James Hindes Xena Financial Planning Seattle CFP, MBA, RICP, MSFP Percentage of assets, Ongoing planning fee
Jamieson Hopp Millennial Wealth, LLC Bellevue CFP, BFA, CBDA, CEPA Percentage of assets, Hourly
John Chesbrough Trail Financial Planning LLC Bellingham CFP Percentage of assets, Hourly
Kelly Van Wyhe Bright Road Wealth Management, LLC Tacoma CFP, CFA, BA Percentage of assets, Hourly
Loyd Burleson Financial Freedom for Dentists LLC Snoqualmie CFP, MS Percentage of assets, Fixed fees
Randy Wall Penn Cove Financial, LLC Oak Harbor CFP, MBA Hourly, Ongoing planning fee
Anh Thu Tran Women's Wealth Tacoma CFP, MBA Flat fee or retainer, Ongoing planning fee
Brian Blakeman Onward Financial Advising LLC Sammamish CFP Hourly, One-time planning fee
Denise Downey Financial Trex Spokane CFP, MBA Percentage of assets, Ongoing planning fee
Gus Kristoferson Money on the Mind LLC Seattle CFA, CFP Not listed
Hayley Haslett Lake Road Advisors Vancouver CFP, MS, MBA Percentage of assets
Jessica Kirwin Kirwin Financial, LLC Issaquah CFP, MBA Percentage of assets, Hourly
Lorri DeFoor Sustain Financial Inc. Lacey CFP, AFC, MA Percentage of assets, Ongoing planning fee

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Credentials