ChFC financial advisors in Washington
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.
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.
- Dwayne Reinike Valiant Financial Planning, Kirkland Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Ian Mitz Mitz Wealth Management, Pasco Holds the CFP. Fees on file: percentage of assets, hourly.
- Armand Doucette Surience Private Wealth, Yakima Holds the CFP. Fees on file: percentage of assets, hourly.
- Mark Farrelly Cairn Wealth Management, Vancouver Holds the CFP. Fees on file: percentage of assets, hourly.
- Jeremiah Job Columbia Strategic Wealth Advisors, Seattle Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 28
- Firms
- 24
- Cities
- 12
- Hold the CFP
- 54%
- Other credentials: CPA 4% · ChFC 100%
- How they charge (of 28 with fees on file): percentage of assets 86% · hourly 75% · fixed fees 57% · one-time planning fee 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
ChFC financial advisors by state
Questions about chFC financial advisors
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.
All 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Rebecca Meats | Clear Insight Wealth Management | Spokane | CPA, AFC, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Dwayne Reinike | Valiant Financial Planning | Kirkland | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Mark Farrelly | Cairn Wealth Management | Vancouver | CFP, ChFC | Percentage of assets, Hourly |
| Alicia Singer | Singer Wealth Management | Seattle | ChFC | Hourly |
| Dale Terwedo | TFS Advisors | Edmonds | CFP, ChFC | Percentage of assets, Hourly |
| Hope Broucek | Financial Planning for Real People | Seattle | ChFC | Hourly, Percentage of assets |
| Ian Mitz | Mitz Wealth Management | Pasco | CFP, ChFC | Percentage of assets, Hourly |
| Jose Barbosa | Singer Wealth Management | Seattle | ChFC | Hourly |
| Kyle Rash | Champion Financial Planning | Anacortes | ChFC | Hourly, Flat fee or retainer |
| Austin Dean | Waystone Advisors | Redmond | CFP, ChFC | Percentage of assets, Hourly |
| Wendiguiata Ouedraogo | McIlrath | Eck | Arlington | ChFC | Percentage of assets, Hourly |
| Aaron Terwedo | TFS Advisors | Edmonds | ChFC | Percentage of assets, Hourly |
| Armand Doucette | Surience Private Wealth | Yakima | CFP, ChFC | Percentage of assets, Hourly |
| Bradley Van Vechten | Private Wealth Management Solutions | Bellevue | CFP, ChFC | Percentage of assets, Hourly |
| Adrienne Ross | APFORIA, LTD | Spokane | CFP, ChFC, AFC | Percentage of assets, Hourly |
| Michael McFerran | Emerald Advisors | Bellevue | ChFC | Percentage of assets, Fixed fees |
| Steve McConnell | Rain Dog Financial | Bellevue | CFP, ChFC | Percentage of assets, Fixed fees |
| Adam Zimmerman | Columbia River Advisors | Bellevue | ChFC | Percentage of assets, Hourly |
| Jeffrey Martin | Capital Investment Management | Edmonds | ChFC | Percentage of assets |
| Robert Vickers | Capital Advisors Wealth Management | Yakima | ChFC | Percentage of assets, Hourly |
| Bryant Engebretson | Tradewinds Capital Management | Bellingham | CFP, ChFC | Percentage of assets, Hourly |
| Chris Featherstone | Madison Park Capital Advisors | Seattle | CFP, ChFC | Percentage of assets, Fixed fees |
| Jeremiah Job | Columbia Strategic Wealth Advisors | Seattle | CFP, ChFC | Percentage of assets, Hourly |
| Kyle Jackson | Tradewinds Capital Management | Bellingham | CFP, ChFC | Percentage of assets, Hourly |
| Michael Miller | Capital Planning | Bellevue | CFP, ChFC | Percentage of assets, Hourly |
| Brenda Lee | Capital Planning | Bellevue | ChFC | Percentage of assets, Hourly |
| Robert Guild | Robinswood Financial | Kirkland | ChFC | Percentage of assets, Hourly |
| Russell Cole | Sage Advisors | Edmonds | ChFC | Percentage of assets, Fixed fees |
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