# ChFC financial advisors in Washington

> In Washington, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include Rebecca Meats of Clear Insight Wealth Management, Dwayne Reinike of Valiant Financial Planning and Ian Mitz of Mitz Wealth Management.

Page: https://find.wellspent.co/by/chfc-financial-advisors/washington/
28 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

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

In Washington, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include Rebecca Meats of Clear Insight Wealth Management, Dwayne Reinike of Valiant Financial Planning and Ian Mitz of Mitz Wealth Management.

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

The Wellspent public graph lists 28 fee-only advisors who hold the ChFC in Washington, at 24 firms. We counted every advisor record that fits, as of October 2026.

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

Of the 28 fee-only advisors who hold the ChFC in Washington, 6 are in Bellevue, followed by 5 in Seattle and 4 in Edmonds.

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

The most common fee among fee-only advisors who hold the ChFC in Washington is a percentage of assets, used by 86% of the 28 with fees on file. Many use more than one: 75% charge by the hour and 57% charge fixed fees.

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

54% of the 28 fee-only advisors who hold the ChFC 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 ChFC?

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

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

What areas does your planning cover? Do you hold other credentials? Do you earn anything from selling insurance? How do you charge?

## How current is this list of fee-only advisors who hold the ChFC 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 |
|---|---|---|---|---|
| [Rebecca Meats](https://find.wellspent.co/advisors/rebecca-meats.md) | Clear Insight Wealth Management | Spokane, Washington | CPA, AFC, CFP, ChFC, Other | 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 |
| [Mark Farrelly](https://find.wellspent.co/advisors/mark-farrelly.md) | Cairn Wealth Management | Vancouver, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Alicia Singer](https://find.wellspent.co/advisors/alicia-singer.md) | Singer Wealth Management | Seattle, Washington | ChFC | Hourly |
| [Dale Terwedo](https://find.wellspent.co/advisors/dale-terwedo.md) | TFS Advisors | Edmonds, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Hope Broucek](https://find.wellspent.co/advisors/hope-broucek.md) | Financial Planning for Real People | Seattle, Washington | ChFC | Hourly, Percentage of assets |
| [Ian Mitz](https://find.wellspent.co/advisors/ian-mitz.md) | Mitz Wealth Management | Pasco, Washington | CFP, ChFC | Percentage of assets, Hourly, One-time planning fee |
| [Jose Barbosa](https://find.wellspent.co/advisors/jose-barbosa.md) | Singer Wealth Management | Seattle, Washington | ChFC | Hourly |
| [Kyle Rash](https://find.wellspent.co/advisors/kyle-rash.md) | Champion Financial Planning | Anacortes, Washington | ChFC | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Austin Dean](https://find.wellspent.co/advisors/austin-dean.md) | Waystone Advisors | Redmond, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Wendiguiata Ouedraogo](https://find.wellspent.co/advisors/wendiguiata-ouedraogo.md) | McIlrath \| Eck | Arlington, Washington | ChFC | Percentage of assets, Hourly, One-time planning fee |
| [Aaron Terwedo](https://find.wellspent.co/advisors/aaron-terwedo.md) | TFS Advisors | Edmonds, Washington | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Armand Doucette](https://find.wellspent.co/advisors/armand-doucette.md) | Surience Private Wealth | Yakima, Washington | CFP, ChFC | Percentage of assets, Hourly |
| [Bradley Van Vechten](https://find.wellspent.co/advisors/bradley-van-vechten.md) | Private Wealth Management Solutions | Bellevue, Washington | CFP, ChFC | Percentage of assets, Hourly |
| [Adrienne Ross](https://find.wellspent.co/advisors/adrienne-ross.md) | APFORIA, LTD | Spokane, Washington | CFP, ChFC, AFC | Percentage of assets, Hourly, Fixed fees |
| [Michael McFerran](https://find.wellspent.co/advisors/michael-mcferran.md) | Emerald Advisors | Bellevue, Washington | ChFC | Percentage of assets, Fixed fees |
| [Steve McConnell](https://find.wellspent.co/advisors/steve-mcconnell.md) | Rain Dog Financial | Bellevue, Washington | CFP, ChFC | Percentage of assets, Fixed fees |
| [Adam Zimmerman](https://find.wellspent.co/advisors/adam-zimmerman.md) | Columbia River Advisors | Bellevue, Washington | ChFC | Percentage of assets, Hourly |
| [Jeffrey Martin](https://find.wellspent.co/advisors/jeffrey-martin.md) | Capital Investment Management | Edmonds, Washington | ChFC | Percentage of assets |
| [Robert Vickers](https://find.wellspent.co/advisors/robert-vickers.md) | Capital Advisors Wealth Management | Yakima, Washington | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Bryant Engebretson](https://find.wellspent.co/advisors/bryant-engebretson.md) | Tradewinds Capital Management | Bellingham, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Chris Featherstone](https://find.wellspent.co/advisors/chris-featherstone.md) | Madison Park Capital Advisors | Seattle, Washington | CFP, ChFC | Percentage of assets, Fixed fees |
| [Jeremiah Job](https://find.wellspent.co/advisors/jeremiah-job.md) | Columbia Strategic Wealth Advisors | Seattle, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Kyle Jackson](https://find.wellspent.co/advisors/kyle-jackson.md) | Tradewinds Capital Management | Bellingham, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Michael Miller](https://find.wellspent.co/advisors/michael-miller-735841.md) | Capital Planning | Bellevue, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Brenda Lee](https://find.wellspent.co/advisors/brenda-lee.md) | Capital Planning | Bellevue, Washington | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Robert Guild](https://find.wellspent.co/advisors/robert-guild.md) | Robinswood Financial | Kirkland, Washington | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Russell Cole](https://find.wellspent.co/advisors/russell-cole.md) | Sage Advisors | Edmonds, Washington | ChFC | Percentage of assets, Fixed fees |

## 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).
