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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
Tyler Ryan Capstone RIA Bellingham Not listed Percentage of assets
Wayne Best Tamalpais Asset Management La Conner Not listed Percentage of assets
William Beezley Olympic Financial Advisors Port Townsend Not listed Percentage of assets
Anthony Rossi Integrated Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Austin Collins Integrated Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Cathie Arthurs Wayfinding Financial Lynnwood Not listed Percentage of assets, Hourly
Charles Cutter Briarwood Financial Gig Harbor Not listed Ongoing planning fee, One-time planning fee
Daniel DeWhitt Waystone Advisors Redmond Not listed Percentage of assets, Hourly
Eric Kenney Kenney Wealth Issaquah Not listed Percentage of assets, Hourly
Ethyn Killinger Northern Capital Spokane Not listed Percentage of assets
Holly Breeden Fort Vancouver Investment Management Vancouver Not listed Percentage of assets
Jared Rasmussen Serene Point Advisors Ridgefield Not listed Percentage of assets, Hourly
Jedediah Sires Sound Investment Strategies Bothell Not listed Percentage of assets, Fixed fees
Jennifer Traynor Inland Financial Planning Spokane Not listed Percentage of assets, Hourly
Joseph Fondahn Fondahn CPA Walla Walla Not listed Percentage of assets, Hourly
Laurie Silva Northern Capital Spokane Not listed Percentage of assets
Matthew Porras Northern Capital Spokane Not listed Percentage of assets
Michelle Warner Northern Capital Spokane Not listed Percentage of assets
Shubham Acharya Ninja Wealth Advisors Federal Way Not listed Percentage of assets, Hourly
Stephen Guss Sound Investment Strategies Langley Not listed Percentage of assets, Fixed fees
Thomas Klein Change Wealth Advisors Port Orchard Not listed Percentage of assets, Ongoing planning fee
Trent O'Neal Wayfinding Financial Lynnwood Not listed Percentage of assets, Hourly
Benjamin Addink Columbia River Advisors Tacoma Not listed Percentage of assets, Hourly
Bennett Wood Surience Private Wealth Yakima Not listed Percentage of assets, Hourly
Callie Hudson Financial Forum Spokane Not listed Percentage of assets, Hourly
Cassidy Stevick Columbia River Advisors Olympia Not listed Percentage of assets, Hourly
Chase Matriotti Chaney Capital Management Lynnwood Not listed Percentage of assets
Chris Wheeler Intirety Bellevue Not listed Flat fee or retainer, Percentage of assets
David Giannini Truvista Advisors Redmond Not listed Percentage of assets
Derek Kaufman Columbia River Financial Group Vancouver Not listed Percentage of assets
Donald Foy Columbia River Advisors Burien Not listed Percentage of assets, Hourly
Ethan Meikle Intirety Bellevue Not listed Flat fee or retainer, Percentage of assets
Hannah Hein Chaney Capital Management Lynnwood Not listed Percentage of assets
Jacob O'Connell Chaney Capital Management Lynnwood Not listed Percentage of assets
James McClendon The Pacific Financial Group Bellevue Not listed Percentage of assets
Jeffrey Comstock Financial Forum Spokane Not listed Percentage of assets, Hourly
Jeffrey Kauffman Summit Family Office Services Woodinville Not listed Percentage of assets, Hourly
Joel Hussey Truvista Advisors Redmond Not listed Percentage of assets
Kelli Denney Armour Wealth Advisors Tumwater Not listed Percentage of assets
Kevin Massey Chaney Capital Management Lynnwood Not listed Percentage of assets
Landy Comstock Financial Forum Spokane Not listed Percentage of assets, Hourly
Leonard Skiena S. R. Schill & Associates Mercer Island Not listed Percentage of assets, Fixed fees
Lynda Bartsch Chaney Capital Management Lynnwood Not listed Percentage of assets
Megan Meade The Pacific Financial Group Bellevue Not listed Percentage of assets
Michael Herr Summit Family Office Services Bellevue Not listed Percentage of assets, Hourly
Peter Finn Finn Wealth Spokane Not listed Percentage of assets
Richard Olsen The Pacific Financial Group Bellevue Not listed Percentage of assets
Samuel Khalil Wide Eye Capital Vancouver Not listed Ongoing planning fee
Scott Schill S. R. Schill & Associates Mercer Island Not listed Percentage of assets, Fixed fees
Shireen Sharma Intirety Bellevue Not listed Flat fee or retainer, Percentage of assets