Advisors for under $500,000 in Washington
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Sean Cooper of Fit Financial Consulting, Dan Kanivas of Triple Summit Advisors and Rebecca Meats of Clear Insight Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Sean Cooper Fit Financial Consulting, Morton Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Dan Kanivas Triple Summit Advisors, Mercer Island Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Rebecca Meats Clear Insight Wealth Management, Spokane Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Kelly Van Wyhe Bright Road Wealth Management, LLC, Tacoma Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Derek Dzingle Stolz & Associates, P.S., Tacoma Holds the CFP and CFA. Fees on file: percentage of assets.
- Thomas Bowman Investors Portfolio Services, Puyallup Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 450
- Firms
- 209
- Cities
- 68
- Hold the CFP
- 39%
- Other credentials: CFA 6% · CPA 0% · EA 0%
- How they charge (of 450 with fees on file): percentage of assets 92% · hourly 58% · fixed fees 43% · ongoing planning fee 10%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Washington are there?
The Wellspent public graph lists 450 fee-only advisors for under $500,000 in Washington, at 209 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Washington located?
Of the 450 fee-only advisors for under $500,000 in Washington, 59 are in Bellevue, followed by 55 in Spokane and 47 in Seattle.
How do fee-only advisors for under $500,000 in Washington charge?
The most common fee among fee-only advisors for under $500,000 in Washington is a percentage of assets, used by 92% of the 450 with fees on file. Many use more than one: 58% charge by the hour and 43% charge fixed fees.
How many fee-only advisors for under $500,000 in Washington hold the CFP?
39% of the 450 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Washington?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 450 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Angela Furubotten-LaRosee | Avea Financial Planning, LLC | Pasco | CFP | Flat fee or retainer, Ongoing planning fee |
| Jonathan Wride | Crafted Finance, LLC | Seattle | CFP | Ongoing planning fee, Percentage of assets |
| David Uhlmann | Synergos Advisory LLC | Seattle | AAMS, CFP, MS, APMA | Flat fee or retainer, Ongoing planning fee |
| Eric Franklin | Prospero Wealth | Seattle | CFP | Percentage of assets, Hourly |
| Leslie Rosenberg | Humanize Wealth | Seattle | CFP | Percentage of assets |
| Christopher Christiansen | Quantum Financial Planning Services, Inc. | Spokane | CFP | Flat fee or retainer, Percentage of assets |
| Keith Spencer | Spencer Financial Planning, LLC | Spokane | CFP | Ongoing planning fee, One-time planning fee |
| Rebecca Meats | Clear Insight Wealth Management | Spokane | CPA, AFC, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Jamie Clark | Ruby Pebble Financial Planning LLC | Seattle | CFP | Flat fee or retainer, Hourly |
| Jeff Tolsma | Tolsma Investments, LLC | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Kailie Abascal | Middleton & Company | Vancouver | CFP | Percentage of assets, One-time planning fee |
| Katy Cook | Abacus Financial Planning | Kirkland | CFP, PhD | Percentage of assets, Hourly |
| Melinda Satterlee | Marathon Wealth Management LLC | Medina | CFP | One-time planning fee, Ongoing planning fee |
| Taylor Anderson | Middleton & Company | Vancouver | CFP | Percentage of assets, One-time planning fee |
| Austin Boyce | SoundView Advisors | Seattle | CFP, CLU, CPA/PFS, CPA | Percentage of assets |
| Elizabeth Snyder | Trail Financial Planning LLC | Bellingham | CFP | Percentage of assets, Hourly |
| James Hindes | Xena Financial Planning | Seattle | CFP, MBA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| John Chesbrough | Trail Financial Planning LLC | Bellingham | CFP | Percentage of assets, Hourly |
| Kelly Van Wyhe | Bright Road Wealth Management, LLC | Tacoma | CFP, CFA, BA | Percentage of assets, Hourly |
| Loyd Burleson | Financial Freedom for Dentists LLC | Snoqualmie | CFP, MS | Percentage of assets, Fixed fees |
| Jessica Kirwin | Kirwin Financial, LLC | Issaquah | CFP, MBA | Percentage of assets, Hourly |
| Lorri DeFoor | Sustain Financial Inc. | Lacey | CFP, AFC, MA | Percentage of assets, Ongoing planning fee |
| Timothy Massie | Timepiece Financial Planning, Inc. | Spokane | CFP | Percentage of assets, Hourly |
| Jacki Farrar | Integrity Financial Strategies LLC | Tacoma | CFP, CDFA | Percentage of assets, Hourly |
| Kevin Byrne | Byrne & Company Wealth Management, LLC | Olympia | CFP | Percentage of assets, Hourly |
| Anita Gray | Promenade Wealth | North Bend | CFP | Percentage of assets, Hourly |
| Brian Gawthrop | Five Cedars Financial, LLC | Kirkland | CFP | Ongoing planning fee |
| Deborah Gianelli | Whole Family Financial Services | Bothell | CFP | Hourly, Percentage of assets |
| Kelly Brown | Brown PCFO | Bellingham | CFP | Percentage of assets, Hourly |
| Robert MacRae | Robinswood Financial | Kirkland | CFP | Percentage of assets, Hourly |
| S Yeyni | Wealth-Builders | Bellevue | CFP | Percentage of assets, Hourly |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Andrew Prentice | Prentice Financial Planning | Olympia | CFP | Percentage of assets, Fixed fees |
| April Kriha | Tenere Financial | Sammamish | CFP | Percentage of assets |
| Brian Mars | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Frank Gallo | Investors Portfolio Services | Puyallup | CFP | Percentage of assets, Hourly |
| John Wright | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Lucas Baker | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Scott Jewett | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Thomas Bowman | Investors Portfolio Services | Puyallup | CFP, CFA | Percentage of assets, Hourly |
| Tyler Linsten | Alder Cove Capital | Tukwila | CFA | Flat fee or retainer, Percentage of assets |
| Andrew Zender | Financial Plan | Bellingham | CFP | Percentage of assets, Ongoing planning fee |
| David Dick | Financial Plan | Bellingham | CFP | Percentage of assets, Ongoing planning fee |
| Gabriel Twining | Financial Plan | Bellingham | CFP | Percentage of assets, Ongoing planning fee |
| Jacob Blukis | McIlrath | Eck | Arlington | CFP | Percentage of assets, Hourly |
| James Twining | Financial Plan | Bellingham | CFP | Percentage of assets, Ongoing planning fee |
| Jesse Deason | Serene Wealth Planning | Everett | CFP | Percentage of assets, One-time planning fee |
| Justin Gross | Financial Plan | Bellingham | CFP | Percentage of assets, Ongoing planning fee |
| Kelsey Martin | Financial Plan | Bellingham | CFP | Percentage of assets, Ongoing planning fee |
| Mark Farrelly | Cairn Wealth Management | Vancouver | CFP, ChFC | Percentage of assets, Hourly |
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