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Advisors for under $500,000 in Washington

All 450 advisors

Advisors for under $500,000 in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Nathan Twining Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Nicholas Bormann Bormann Wealth Management, LLC. Spokane CFP Percentage of assets, Hourly
Patrick Mason Cairn Wealth Management Vancouver CFP Percentage of assets, Hourly
Rick Prime HFG Trust Kennewick CFP Percentage of assets, Hourly
Robert Pearson HFG Trust Kennewick CFP Percentage of assets, Hourly
Thor McIlrath McIlrath | Eck Arlington CFP Percentage of assets, Hourly
Troy Crutcher McIlrath | Eck Arlington CFP Percentage of assets, Hourly
William Wang HFG Trust Kennewick CFP Percentage of assets, Hourly
William Wolf Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Alicia Singer Singer Wealth Management Seattle ChFC Hourly
Angel Cruz Cruz Wealth Management Olympia CFP Percentage of assets
Benjamin Rickey Leonard Rickey Investment Advisors Yakima CFP Flat fee or retainer, Hourly
Bradley Blackburn Blackburn Financial Cashmere CFP Percentage of assets, Hourly
Brandon Steele Mainsail Financial Group Bellevue CFP Ongoing planning fee
Chelsie Smith Leonard Rickey Investment Advisors Yakima CFP Flat fee or retainer, Hourly
Cherish Sutull Blue Water Wealth Seattle CFP, CFA Percentage of assets, Fixed fees
Dale Terwedo TFS Advisors Edmonds CFP, ChFC Percentage of assets, Hourly
Derek Dzingle Stolz & Associates, P.S. Tacoma CFP, CFA Percentage of assets
Devyn Deleon DeLeon Wealth Kennewick CFP Percentage of assets, Fixed fees
Elaine Chan FIOH Global Asset Management and Strategies Tacoma CFP Percentage of assets, Hourly
Eldon Fielding-Monson Monson Wealth Management Kennewick CFP Percentage of assets, Hourly
Hope Broucek Financial Planning for Real People Seattle ChFC Hourly, Percentage of assets
Ian Mitz Mitz Wealth Management Pasco CFP, ChFC Percentage of assets, Hourly
John Griffin Mainsail Financial Group Bellevue CFP Ongoing planning fee
Jose Barbosa Singer Wealth Management Seattle ChFC Hourly
Joy Stenehjem Leonard Rickey Investment Advisors Yakima CFP Flat fee or retainer, Hourly
Kyle Rash Champion Financial Planning Anacortes ChFC Hourly, Flat fee or retainer
Laurie Klein Kaizen Financial Advisors Kirkland CFP Percentage of assets, Hourly
Michelle Robinson Stolz & Associates, P.S. Tacoma CFP Percentage of assets
Sean Cooper Fit Financial Consulting Morton CFP, CFA Percentage of assets, Hourly
Sprague Kolp Opal Advisors Bellevue CFP Percentage of assets, Performance-based fees
Andrea Silbernagel Fort Vancouver Investment Management Vancouver CFP Percentage of assets
Austen Auger Shira Ridge Wealth Management Vacouver Not listed Percentage of assets
Austin Dean Waystone Advisors Redmond CFP, ChFC Percentage of assets, Hourly
Benjamin Smith Briarwood Financial Gig Harbor CFP Ongoing planning fee, One-time planning fee
Candace Duecker Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Chad Glover Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Charles Johnson Differential Planning Silverdale CFA Hourly
Christopher Jernstrom Ironstream Capital Seattle CFA Percentage of assets
Dan Kanivas Triple Summit Advisors Mercer Island CFP, CFA Percentage of assets, Flat fee or retainer
Emily Paukert Northern Capital Spokane CFP Percentage of assets
Franklin Hsu NOMAD Capital Group Kirkland CFP Percentage of assets, Hourly
James Wilson Northern Capital Spokane CFP Percentage of assets
Jeffrey Lang Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Jeffrey Zappone Chair Six Financial | Financial Planning Spokane PFS Hourly, Fixed fees
Laura Hail Northern Capital Spokane CFP Percentage of assets
Logan Jones Northern Capital Spokane CFP Percentage of assets
Matthew Ebeling Fort Vancouver Investment Management Vancouver CFP Percentage of assets
Molly Chase Northern Capital Spokane CFP Percentage of assets
Richard Cullen Inland Financial Planning Spokane CFP Percentage of assets, Hourly