Advisors for $1 million to $3 million in Washington
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Andrew Bloom MB Generational Wealth, Spokane Holds the CFP and CFA. Fees on file: percentage of assets.
- Michael Bowers Pacific Northwest Asset Management, Seattle Holds the CFA. Fees on file: percentage of assets.
- Willard Bollenbach Agate Pass Investment Management, Bainbridge Island Holds the CFA. Fees on file: percentage of assets.
- Patrick Fletcher GenSphere Private Wealth, Gig Harbor Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Stacy Ployhar 2020 Financial Planning LLC, Seattle Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Peter Besel Parcion Private Wealth, Bellevue Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 68
- Firms
- 27
- Cities
- 20
- Hold the CFP
- 25%
- Other credentials: CFA 15% · ChFC 1%
- How they charge (of 68 with fees on file): percentage of assets 97% · fixed fees 49% · hourly 44% · one-time planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 68 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Stutzman | Selkirk Wealth Advisors | Spokane | CFP | Percentage of assets, Hourly |
| Jamieson Hopp | Millennial Wealth, LLC | Bellevue | CFP, BFA, CBDA, CEPA | Percentage of assets, Hourly |
| Stacy Ployhar | 2020 Financial Planning LLC | Seattle | CFP | One-time planning fee, Percentage of assets |
| Patrick Fletcher | GenSphere Private Wealth | Gig Harbor | CFP | Percentage of assets, One-time planning fee |
| Andrew Bloom | MB Generational Wealth | Spokane | CFP, CFA | Percentage of assets |
| Daniel Reuben | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Kathleen Carbone | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Kevin Penner | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Peter Besel | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Ronald Peck | Fearless Wealth | Kirkland | CFP | Percentage of assets |
| Stacee Kratovil | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Thomas Bailey | Broadview Wealth Management | Kirkland | Not listed | Percentage of assets, One-time planning fee |
| Thomas Fletcher | GenSphere Private Wealth | Gig Harbor | CFA | Percentage of assets, One-time planning fee |
| Anthony Farina | Capital Advisors Wealth Management | Yakima | CFP | Percentage of assets, Hourly |
| Brian Drumhiller | Capital Advisors Wealth Management | Yakima | CFP | Percentage of assets, Hourly |
| Eric Linger | Sherwood Investments | Redmond | Not listed | Percentage of assets |
| Jack Dolan | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Nathan Mumford | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Ryan Halleran | GenSphere Private Wealth | Sammamish | Not listed | Percentage of assets, One-time planning fee |
| William Hicks | Sapling Wealth Management | Seattle | Not listed | One-time planning fee |
| Zachary Cleveland | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Cain Martin | MB Generational Wealth | Spokane | Not listed | Percentage of assets |
| Daniel Rutter | Agate Pass Investment Management | Bainbridge Island | CFA | Percentage of assets |
| David Martin | MB Generational Wealth | Spokane | Not listed | Percentage of assets |
| Jamie Edwards | MYeCFO | Edgewood | Not listed | Percentage of assets, Hourly |
| Michael Bowers | Pacific Northwest Asset Management | Seattle | CFA | Percentage of assets |
| Robert Doggett | Polaris Asset Management | Seattle | Not listed | Percentage of assets |
| Robert Vickers | Capital Advisors Wealth Management | Yakima | ChFC | Percentage of assets, Hourly |
| Willard Bollenbach | Agate Pass Investment Management | Bainbridge Island | CFA | Percentage of assets |
| Abigail Miller | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| David Schneider | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Diego Arias | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jennifer Nagai | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Kalena Laurent | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Lino Marioni | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Luther Hodges | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Michael Ryan | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Terrance Cook | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Tyler Rockwell | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Bradley Van Aken | Agate Pass Investment Management | Bainbridge Island | Not listed | Percentage of assets |
| Connor Russell | Capital Advisors Wealth Management | Yakima | Not listed | Percentage of assets, Hourly |
| Edward Reinhart | Capital Advisors Wealth Management | Yakima | Not listed | Percentage of assets, Hourly |
| Elliot Ries | Capital Advisors Wealth Management | Yakima | Not listed | Percentage of assets, Hourly |
| Jason Kunkel | Agate Pass Investment Management | Bainbridge Island | Not listed | Percentage of assets |
| Mackenzie Wamble | Pacific Northwest Asset Management | Seattle | Not listed | Percentage of assets |
| Stuart McGehee | Pacific Northwest Asset Management | Seattle | Not listed | Percentage of assets |
| Thomas Gerson | Blair Hall Advisors | Seattle | Not listed | Percentage of assets, Hourly |
| James Holst | Sloy, Dahl & Holst | Vancouver | CFP | Percentage of assets, Hourly |
| Levi Sanchez | Millennial Wealth | Fall City | CFP | Percentage of assets, Hourly |
| Patricia Howe | Howe Financial Advisory | Seattle | CFP | Percentage of assets, Hourly |
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