Advisors for $500,000 to $1 million in Washington
How do I find fee-only advisors for $500,000 to $1 million in Washington?
In Washington, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Michelle Fait of Satori Financial LLC, Martin Lundgren of Northern Lights Advisors Inc. and Scott Blaesing of Cascade Wealth Advisors, Inc..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michelle Fait Satori Financial LLC, Seattle Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Martin Lundgren Northern Lights Advisors Inc., Seattle Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Scott Blaesing Cascade Wealth Advisors, Inc., Wenatchee Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Daniel Frankel WealthCollab, Bellevue Holds the CFP and CFA. Fees on file: flat fee or retainer, 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.
By the numbers
- Advisors listed
- 188
- Firms
- 82
- Cities
- 28
- Hold the CFP
- 39%
- Other credentials: CFA 14% · CPA 1% · EA 1%
- How they charge (of 188 with fees on file): percentage of assets 94% · hourly 47% · fixed fees 44% · ongoing planning fee 7%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
How many fee-only advisors for $500,000 to $1 million in Washington are there?
The Wellspent public graph lists 188 fee-only advisors for $500,000 to $1 million in Washington, at 82 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.
Where are fee-only advisors for $500,000 to $1 million in Washington located?
Of the 188 fee-only advisors for $500,000 to $1 million in Washington, 53 are in Seattle, followed by 32 in Bellevue and 15 in Tacoma.
How do fee-only advisors for $500,000 to $1 million in Washington charge?
The most common fee among fee-only advisors for $500,000 to $1 million in Washington is a percentage of assets, used by 94% of the 188 with fees on file. Many use more than one: 47% charge by the hour and 44% charge fixed fees.
How many fee-only advisors for $500,000 to $1 million in Washington hold the CFP?
39% of the 188 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Washington?
What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?
How current is this list of fee-only advisors for $500,000 to $1 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 188 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amy Barnes | Firebrand Wealth Management, LLC | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Carlie Ransom | Equal Path Investments | Tacoma | CFP | Flat fee or retainer, Ongoing planning fee |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Joseph Hebert | trueNorth Wealth Advisors | Seattle | CFP, PhD | Percentage of assets, Ongoing 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 |
| 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 |
| Scott Blaesing | Cascade Wealth Advisors, Inc. | Wenatchee | CFP, CPA | Ongoing planning fee |
| Troy Sapp | Commencement Financial Planning, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Denise Downey | Financial Trex | Spokane | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Hayley Haslett | Lake Road Advisors | Vancouver | CFP, MS, MBA | Percentage of assets |
| Brian Bruggeman | Walla Walla Wealth Advisors | Walla Walla | CFP | Percentage of assets |
| Gregory Stapp | Stapp Financial | Olympia | CFP, PFS | Percentage of assets |
| Michelle Fait | Satori Financial LLC | Seattle | CDFA, CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Thomas Stapp | Stapp Financial | Olympia | CFP | Percentage of assets |
| Bethany Steinhaus | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Joseph Turley | Breakwater Investment Management | Seattle | CFP, CFA | Percentage of assets |
| Kevin DeAngelis | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Evan Schmidt | Schmidt Financial Management | Kirkland | CFP | Percentage of assets |
| Saket Sengar | Better Financial Services | Federal Way | CFP | Percentage of assets, Hourly |
| Thomas McLean | Advitica Financial Planning | Tenino | CFP | Percentage of assets, Hourly |
| Andrew Block | Walla Walla Wealth Advisors | Walla Walla | Not listed | Percentage of assets |
| Blake Martin | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Brian Wyatt | Wyatt Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Hart Williams | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Jason Martel | Martel Wealth Advisors | Vancouver | CFP | Percentage of assets |
| John Wilbourne | Occidental Asset Management | Bellevue | Not listed | Ongoing planning fee |
| Kathryn Kokenge | TrueWealth Financial Partners San Diego | Bellevue | CFP, CFA | Percentage of assets, Fixed fees |
| Kory Lackey | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Mark Martel | Martel Wealth Advisors | Vancouver | CFP | Percentage of assets |
| Sean Sternbach | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Zachary Cole | Arrowstone Wealth | Malaga | CFP | Percentage of assets |
| Deborah Wise | Wise Planning | Seattle | CFP | Ongoing planning fee |
| Douglas Haack | Hamrick Investment Counsel | Seattle | CFP | Percentage of assets |
| Emily Weed | Emerald Advisors | Bellevue | CFP | Percentage of assets, Fixed fees |
| Jeffrey Fortner | Geometric Advisors | Seattle | CFA | Percentage of assets |
| Joshua Betts | Aletheian Wealth Advisors | Bellevue | CFP, CFA | Percentage of assets, Fixed fees |
| Jun Chea | Rainier Family Wealth | Tacoma | CFP | Percentage of assets |
| Kevin Erwert | Aletheian Wealth Advisors | Bellevue | CFP | Percentage of assets, Fixed fees |
| Rebecca Stapp | Stapp Financial | Olympia | Not listed | Percentage of assets |
| Ann Moore | Martel Wealth Advisors | Vancouver | CFA | Percentage of assets |
| Clarissa Candelario | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Connor Ridgeway | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| David Archibald | Colmina | Redmond | CFA | Percentage of assets, Hourly |
| Joel Petersen | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Michael Emery | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| Michael Thayer | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Neil Rose | Regency Capital Management | Bainbridge Island | CFA | Percentage of assets |
| Stuart Quint | Ambassador Wealth Management | Vancouver | CFA | Percentage of assets, Hourly |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes