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Advisors for $500,000 to $1 million in Washington

All 188 advisors

Advisors for $500,000 to $1 million in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Todd Wathey Hamrick Investment Counsel Seattle Not listed Percentage of assets
Chase Munoz Rainier Capital Investment Olympia Not listed Percentage of assets, Hourly
George Sisti On Course Financial Planning Woodinville Not listed Percentage of assets
Brian Jennison Paysse Jennison Mercer Island Not listed Hourly, Flat fee or retainer
Lydja Williams Williams 360 Financial Advisory Bellevue Not listed One-time planning fee, Ongoing planning fee
Alan Hensley Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Alexander Morrow Faire Capital Group Gig Harbor CFP Percentage of assets, Performance-based fees
Alexander Williamson Pacific Crest Financial Advisors Everett CFP Percentage of assets, Hourly
Alexandria Kemp Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Amanda Burrows Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Austin Jodrey Kutscher Benner Barsness & Stevens Seattle CFP Percentage of assets, Hourly
Bradley Allen Truenorth Wealth Advisors Seattle CFP Percentage of assets, Hourly
Brian Whitaker Northern Lights Advisors Seattle CFP Percentage of assets, Hourly
Cameron Barsness Kutscher Benner Barsness & Stevens Seattle CFP Percentage of assets, Hourly
Chadd Peachey Decisionpoint Financial Gig Harbor CFP Percentage of assets, Hourly
Charlotte Leon Truenorth Wealth Advisors Seattle CFP Percentage of assets, Hourly
Christopher Downing Greene Wealth Management Seattle CFP Percentage of assets, Hourly
Dorothy Lewis Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Ellen Webber Ellen J Webber, CFP Seattle CFP Percentage of assets, Hourly
Erin Eddins Pacific Crest Financial Advisors Everett CFP Percentage of assets, Hourly
Geleg Kyarsip Kyarsip Financial Advisors Seattle CFP Percentage of assets, Hourly
Gianna Giusti Kutscher Benner Barsness & Stevens Seattle CFP Percentage of assets, Hourly
Jason Radabaugh Greene Wealth Management Seattle CFP Percentage of assets, Hourly
Jill Foreman James R. Martin Consulting Vancouver CFP Percentage of assets
John Walsh Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Jordan Cole Sage Advisors Edmonds CFP, CFA Percentage of assets, Fixed fees
Julie Wurst Julie A. Wurst, CFP Tacoma CFP Hourly, Fixed fees
Karen O'Brien Truenorth Wealth Advisors Seattle CFP Percentage of assets, Hourly
Kelly Kolstad Paul R. Ried Financial Group Bellevue CFP Percentage of assets, Fixed fees
Kenneth Powell Paul R. Ried Financial Group Bellevue CFP Percentage of assets, Fixed fees
Kristi Mandt Lakeside Advisors Seattle CFP Percentage of assets, Hourly
Kyle O'Connor Kutscher Benner Barsness & Stevens Seattle CFP Percentage of assets, Hourly
Maris Galins MG Financial Seattle CFP Percentage of assets, Fixed fees
Mark Bernazzani My Personal CFO Vancouver CFP Percentage of assets, Hourly
Matthew Lowe Greene Wealth Management Seattle CFP, CFA Percentage of assets, Hourly
Michael Miller Capital Planning Bellevue CFP, ChFC Percentage of assets, Hourly
Michael Vila Bellevue Asset Management Bellevue CFP Percentage of assets, Hourly
Michaela Griggs Sage Advisors Edmonds CFP Percentage of assets, Fixed fees
Paul Ried Paul R. Ried Financial Group Bellevue CFP Percentage of assets, Fixed fees
Stephanie Huynh Firebrand Wealth Management Redmond CFP Percentage of assets, Hourly
Steven Olds Cascade Wealth Advisors Wenatchee CFP Percentage of assets, Hourly
Timothy Kimmel Paul R. Ried Financial Group Bellevue CFP Percentage of assets, Fixed fees
Andrew Bucher Trinity Capital Management Olympia CFA Percentage of assets, Hourly
Andrew Loechl Turloff Financial Consulting Seattle CFA Percentage of assets, Hourly
Brenda Lee Capital Planning Bellevue ChFC Percentage of assets, Hourly
Brett Anderson Lesa Sroufe & Company Seattle CFA Percentage of assets, Fixed fees
Daniel Barnes RB Capital Management Seattle CFA Percentage of assets, Hourly
Daniel Koerner James R. Martin Consulting Vancouver CFA Percentage of assets
Lesa Sroufe Lesa Sroufe & Company Seattle CFA Percentage of assets, Fixed fees
Miki Okamoto-Swanson Lakeside Advisors Seattle CFA Percentage of assets, Hourly