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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
Stanley Schill S. R. Schill & Associates Mercer Island Not listed Percentage of assets, Fixed fees
Stephen Chaney Chaney Capital Management Lynnwood Not listed Percentage of assets
Susanna Fraser Asset One Bellevue Not listed Percentage of assets
William Ironmonger Intirety Bellevue Not listed Flat fee or retainer, Percentage of assets
Deanna Nowadnick The Planner's Edge Mercer Island Not listed Percentage of assets, Ongoing planning fee
Marius Grigoriu Left Coast Investment Strategies Seattle Not listed Percentage of assets, Hourly
Paul Henderson Heritage Road Advisors, Inc. Seattle Not listed Percentage of assets, Hourly
Ryan Rourke The Planner's Edge Mercer Island Not listed Percentage of assets, Ongoing planning fee
Sean George Elderrock Financial Everett Not listed Hourly, Percentage of assets
Aaren Strand Avier Wealth Advisors Bellevue CFP Percentage of assets
Alvin Wolcott Apex Tax & Financial Planning Kent CFP Percentage of assets, Fixed fees
Amanda Sullivan Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Amy Drury Stewardship Concepts Financial Services Spokane CFP Percentage of assets, Hourly
Andrew Barfoot Madison Park Capital Advisors Seattle CFP Percentage of assets, Fixed fees
Arthur Brunson ADB Capital Management White Salmon CFP Percentage of assets
Barbara Miller 917 Advisory Services Spokane CFP Percentage of assets, Hourly
Ben Jennings Soundview Advisors Olympia CFP, PFS Percentage of assets
Brian Skaggs Skaggs Financial Planning Burien CFP Percentage of assets, Hourly
Bryant Engebretson Tradewinds Capital Management Bellingham CFP, ChFC Percentage of assets, Hourly
Chris Featherstone Madison Park Capital Advisors Seattle CFP, ChFC Percentage of assets, Fixed fees
Christopher Kimball Fortitude Advisory Group Lakewood CFP Percentage of assets, Hourly
Christopher Teofilak Clear Wealth Management Lynnwood CFP Percentage of assets
Courtney Gehrmann Avier Wealth Advisors Bellevue CFP Percentage of assets
Craig Whitbeck Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Cynthia Hall The Goodland Group Olympia CFP Percentage of assets, Hourly
Danika Waddell Xena Financial Planning Seattle CFP Percentage of assets, Fixed fees
Darren Henke 180 Wealth Advisors Federal Way CFP Percentage of assets, Hourly
David Welty Avier Wealth Advisors Bellevue CFP Percentage of assets
Donald Moulton Moulton Wealth Management Spokane Valley CFP Percentage of assets
Edwin Hill Stewardship Concepts Financial Services Spokane CFP Percentage of assets, Hourly
Eric Green Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Eric Heineman Vision Casting Financial Planning Spokane CFP Percentage of assets, Hourly
Jason Nelson Viceroy Investment Advisors Everett CFP, CFA Percentage of assets, Fixed fees
Jeremiah Job Columbia Strategic Wealth Advisors Seattle CFP, ChFC Percentage of assets, Hourly
John Schram 917 Advisory Services Spokane CFP Percentage of assets, Hourly
Jordan Curnutt Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Joshua Mastel Twenty Twenty Investment Advisors Spokane CFP Percentage of assets, Hourly
Kevin Rigg Soundview Advisors Olympia CFP Percentage of assets
Kevin Slater Soundview Advisors Olympia CFP Percentage of assets
Krista Wallace Soundview Advisors Olympia CFP Percentage of assets
Kristopher Kohtz Two Firs Financial Seattle CFP Percentage of assets, Hourly
Kyle Jackson Tradewinds Capital Management Bellingham CFP, ChFC Percentage of assets, Hourly
Lars Phillips Avier Wealth Advisors Bellevue CFP, CFA Percentage of assets
Linde Carroll Momentous Wealth Management Vancouver CFP Percentage of assets, Fixed fees
Luke Collova Bear Mountain Capital Seattle CFP Percentage of assets, Hourly
Madeleine Lobdell Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Madison Williams Avier Wealth Advisors Bellevue CFP Percentage of assets
Mark Bergeron Smart Portfolios Lake Forest Park CFP Percentage of assets
Mark Currier Wipple Creek Vancouver CFP Percentage of assets, Hourly
Mark Kruse Brackenwood Capital Management Bainbridge Island CFP Percentage of assets, Hourly