# Advisors for $1 million to $3 million in Washington > In Washington, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Andrew Bloom of MB Generational Wealth, Michael Bowers of Pacific Northwest Asset Management and Willard Bollenbach of Agate Pass Investment Management. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/washington/ 68 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 for $1 million to $3 million in Washington? In Washington, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Andrew Bloom of MB Generational Wealth, Michael Bowers of Pacific Northwest Asset Management and Willard Bollenbach of Agate Pass Investment Management. ## How many fee-only advisors for $1 million to $3 million in Washington are there? The Wellspent public graph lists 68 fee-only advisors for $1 million to $3 million in Washington, at 27 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Washington located? Of the 68 fee-only advisors for $1 million to $3 million in Washington, 16 are in Bellevue, followed by 12 in Seattle and 6 in Spokane. ## How do fee-only advisors for $1 million to $3 million in Washington charge? The most common fee among fee-only advisors for $1 million to $3 million in Washington is a percentage of assets, used by 97% of the 68 with fees on file. Many use more than one: 49% charge fixed fees and 44% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Washington hold the CFP? 25% of the 68 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Washington? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | |---|---|---|---|---| | [Eric Stutzman](https://find.wellspent.co/advisors/eric-stutzman.md) | Selkirk Wealth Advisors | Spokane, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Jamieson Hopp](https://find.wellspent.co/advisors/jamieson-hopp.md) | Millennial Wealth, LLC | Bellevue, Washington | CFP, BFA, CBDA, CEPA, CPWA, ECA | Percentage of assets, Hourly, Fixed fees | | [Stacy Ployhar](https://find.wellspent.co/advisors/stacy-ployhar.md) | 2020 Financial Planning LLC | Seattle, Washington | CFP | One-time planning fee, Percentage of assets | | [Patrick Fletcher](https://find.wellspent.co/advisors/patrick-fletcher.md) | GenSphere Private Wealth | Gig Harbor, Washington | CFP | Percentage of assets, One-time planning fee | | [Andrew Bloom](https://find.wellspent.co/advisors/andrew-bloom.md) | MB Generational Wealth | Spokane, Washington | CFP, CFA | Percentage of assets | | [Daniel Reuben](https://find.wellspent.co/advisors/daniel-reuben.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Kathleen Carbone](https://find.wellspent.co/advisors/kathleen-carbone.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Kevin Penner](https://find.wellspent.co/advisors/kevin-penner.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Peter Besel](https://find.wellspent.co/advisors/peter-besel.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Ronald Peck](https://find.wellspent.co/advisors/ronald-peck.md) | Fearless Wealth | Kirkland, Washington | CFP | Percentage of assets | | [Stacee Kratovil](https://find.wellspent.co/advisors/stacee-kratovil.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Thomas Bailey](https://find.wellspent.co/advisors/thomas-bailey.md) | Broadview Wealth Management | Kirkland, Washington | | Percentage of assets, One-time planning fee | | [Thomas Fletcher](https://find.wellspent.co/advisors/thomas-fletcher-3146007.md) | GenSphere Private Wealth | Gig Harbor, Washington | CFA | Percentage of assets, One-time planning fee | | [Anthony Farina](https://find.wellspent.co/advisors/anthony-farina.md) | Capital Advisors Wealth Management | Yakima, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Drumhiller](https://find.wellspent.co/advisors/brian-drumhiller.md) | Capital Advisors Wealth Management | Yakima, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Linger](https://find.wellspent.co/advisors/eric-linger.md) | Sherwood Investments | Redmond, Washington | | Percentage of assets | | [Jack Dolan](https://find.wellspent.co/advisors/jack-dolan.md) | Parcion Private Wealth | Bellevue, Washington | CFA | Percentage of assets, Fixed fees | | [Nathan Mumford](https://find.wellspent.co/advisors/nathan-mumford.md) | Parcion Private Wealth | Bellevue, Washington | CFA | Percentage of assets, Fixed fees | | [Ryan Halleran](https://find.wellspent.co/advisors/ryan-halleran.md) | GenSphere Private Wealth | Sammamish, Washington | | Percentage of assets, One-time planning fee | | [William Hicks](https://find.wellspent.co/advisors/william-hicks.md) | Sapling Wealth Management | Seattle, Washington | | One-time planning fee | | [Zachary Cleveland](https://find.wellspent.co/advisors/zachary-cleveland.md) | Parcion Private Wealth | Bellevue, Washington | CFA | Percentage of assets, Fixed fees | | [Cain Martin](https://find.wellspent.co/advisors/cain-martin.md) | MB Generational Wealth | Spokane, Washington | | Percentage of assets | | [Daniel Rutter](https://find.wellspent.co/advisors/daniel-rutter.md) | Agate Pass Investment Management | Bainbridge Island, Washington | CFA | Percentage of assets | | [David Martin](https://find.wellspent.co/advisors/david-martin-2472822.md) | MB Generational Wealth | Spokane, Washington | | Percentage of assets | | [Jamie Edwards](https://find.wellspent.co/advisors/jamie-edwards.md) | MYeCFO | Edgewood, Washington | | Percentage of assets, Hourly, Fixed fees | | [Michael Bowers](https://find.wellspent.co/advisors/michael-bowers.md) | Pacific Northwest Asset Management | Seattle, Washington | CFA | Percentage of assets | | [Robert Doggett](https://find.wellspent.co/advisors/robert-doggett.md) | Polaris Asset Management | Seattle, Washington | | 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 | | [Willard Bollenbach](https://find.wellspent.co/advisors/willard-bollenbach.md) | Agate Pass Investment Management | Bainbridge Island, Washington | CFA | Percentage of assets | | [Abigail Miller](https://find.wellspent.co/advisors/abigail-miller.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [David Schneider](https://find.wellspent.co/advisors/david-schneider.md) | Waycross Investment Management Company | Bellingham, Washington | | Percentage of assets, Hourly | | [Diego Arias](https://find.wellspent.co/advisors/diego-arias.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Jennifer Nagai](https://find.wellspent.co/advisors/jennifer-nagai.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Kalena Laurent](https://find.wellspent.co/advisors/kalena-laurent.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Lino Marioni](https://find.wellspent.co/advisors/lino-marioni.md) | Waycross Investment Management Company | Bellingham, Washington | | Percentage of assets, Hourly | | [Luther Hodges](https://find.wellspent.co/advisors/luther-hodges.md) | Waycross Investment Management Company | Bellingham, Washington | | Percentage of assets, Hourly | | [Michael Ryan](https://find.wellspent.co/advisors/michael-ryan.md) | Waycross Investment Management Company | Bellingham, Washington | | Percentage of assets, Hourly | | [Terrance Cook](https://find.wellspent.co/advisors/terrance-cook.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Tyler Rockwell](https://find.wellspent.co/advisors/tyler-rockwell.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Bradley Van Aken](https://find.wellspent.co/advisors/bradley-van-aken.md) | Agate Pass Investment Management | Bainbridge Island, Washington | | Percentage of assets | | [Connor Russell](https://find.wellspent.co/advisors/connor-russell.md) | Capital Advisors Wealth Management | Yakima, Washington | | Percentage of assets, Hourly, Fixed fees | | [Edward Reinhart](https://find.wellspent.co/advisors/edward-reinhart.md) | Capital Advisors Wealth Management | Yakima, Washington | | Percentage of assets, Hourly, Fixed fees | | [Elliot Ries](https://find.wellspent.co/advisors/elliot-ries.md) | Capital Advisors Wealth Management | Yakima, Washington | | Percentage of assets, Hourly, Fixed fees | | [Jason Kunkel](https://find.wellspent.co/advisors/jason-kunkel.md) | Agate Pass Investment Management | Bainbridge Island, Washington | | Percentage of assets | | [Mackenzie Wamble](https://find.wellspent.co/advisors/mackenzie-wamble.md) | Pacific Northwest Asset Management | Seattle, Washington | | Percentage of assets | | [Stuart McGehee](https://find.wellspent.co/advisors/stuart-mcgehee.md) | Pacific Northwest Asset Management | Seattle, Washington | | Percentage of assets | | [Thomas Gerson](https://find.wellspent.co/advisors/thomas-gerson.md) | Blair Hall Advisors | Seattle, Washington | | Percentage of assets, Hourly | | [James Holst](https://find.wellspent.co/advisors/james-holst.md) | Sloy, Dahl & Holst | Vancouver, Washington | CFP | Percentage of assets, Hourly, Performance-based fees | | [Levi Sanchez](https://find.wellspent.co/advisors/levi-sanchez.md) | Millennial Wealth | Fall City, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Patricia Howe](https://find.wellspent.co/advisors/patricia-howe.md) | Howe Financial Advisory | Seattle, Washington | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 68. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/washington/?page=2 ## 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).