Flat-fee financial advisors in Washington
How do I find fee-only advisors who charge flat or fixed fees in Washington?
In Washington, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Dan Kanivas of Triple Summit Advisors, Michelle Fait of Satori Financial LLC and Joseph Turley of Breakwater Investment Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Dan Kanivas Triple Summit Advisors, Mercer Island Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Michelle Fait Satori Financial LLC, Seattle Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Joseph Turley Breakwater Investment Management, Seattle Holds the CFP and CFA. Fees on file: percentage of assets.
- Scott Blaesing Cascade Wealth Advisors, Inc., Wenatchee Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Rebecca Meats Clear Insight Wealth Management, Spokane Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Martin Lundgren Northern Lights Advisors Inc., Seattle Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 451
- Firms
- 207
- Cities
- 58
- Hold the CFP
- 42%
- Other credentials: CFA 9% · CPA 1% · EA 0%
- How they charge (of 451 with fees on file): percentage of assets 87% · fixed fees 74% · hourly 61% · one-time planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Washington are there?
The Wellspent public graph lists 451 fee-only advisors who charge flat or fixed fees in Washington, at 207 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge flat or fixed fees in Washington located?
Of the 451 fee-only advisors who charge flat or fixed fees in Washington, 97 are in Seattle, followed by 74 in Bellevue and 44 in Spokane.
How do fee-only advisors who charge flat or fixed fees in Washington charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Washington is a percentage of assets, used by 87% of the 451 with fees on file. Many use more than one: 74% charge fixed fees and 61% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Washington hold the CFP?
42% of the 451 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Washington?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 451 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Didi Chen Fiduciary planning for immigrants, Asian Americans and their families working through money, career and life transitions. | Everleap Financial Planning | Newcastle | CFP, CFA | One-time planning fee, Hourly |
| Amy Barnes | Firebrand Wealth Management, LLC | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Angela Furubotten-LaRosee | Avea Financial Planning, LLC | Pasco | CFP | Flat fee or retainer, Ongoing planning fee |
| Carlie Ransom | Equal Path Investments | Tacoma | CFP | Flat fee or retainer, Ongoing planning fee |
| Jonathan Wride | Crafted Finance, LLC | Seattle | CFP | Ongoing planning fee, Percentage of assets |
| Melissa Leonard Fiduciary, advice-only planning that helps young professionals and families live intentionally and enjoy experiences now, not only in retirement. | Cairn Financial Planning | Seattle | CFP | Subscription, One-time planning fee |
| Audrey Emerson Planning with no minimums for newlyweds, freelancers and creative millennials, usually through a four- to five-month integrated process. | AdviceOnly | Bellingham | CFP | Subscription, One-time planning fee |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Holly Davis Planning for busy families with active outdoor lives balancing competing goals, plus equity compensation guidance for tech workers. | Alta Via Financial Planning LLC | Seattle | CFP, CPA | Subscription, One-time planning fee |
| Christopher Christiansen | Quantum Financial Planning Services, Inc. | Spokane | CFP | Flat fee or retainer, Percentage of assets |
| Joseph Hebert | trueNorth Wealth Advisors | Seattle | CFP, PhD | Percentage of assets, Ongoing planning fee |
| Keith Spencer | Spencer Financial Planning, LLC | Spokane | CFP | Ongoing planning fee, One-time planning fee |
| Kris Draper | Northern Lights Advisors Inc | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Martin Lundgren | Northern Lights Advisors Inc. | Seattle | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Rebecca Meats | Clear Insight Wealth Management | Spokane | CPA, AFC, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Dwayne Reinike | Valiant Financial Planning | Kirkland | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Eric Stutzman | Selkirk Wealth Advisors | Spokane | CFP | Percentage of assets, Hourly |
| 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 |
| Melinda Satterlee | Marathon Wealth Management LLC | Medina | CFP | One-time planning fee, Ongoing planning fee |
| Scott Blaesing | Cascade Wealth Advisors, Inc. | Wenatchee | CFP, CPA | Ongoing planning fee |
| James Hindes | Xena Financial Planning | Seattle | CFP, MBA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Jamieson Hopp | Millennial Wealth, LLC | Bellevue | CFP, BFA, CBDA, CEPA | 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 |
| Randy Wall | Penn Cove Financial, LLC | Oak Harbor | CFP, MBA | Hourly, Ongoing planning fee |
| Anh Thu Tran | Women's Wealth | Tacoma | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Brian Blakeman | Onward Financial Advising LLC | Sammamish | CFP | Hourly, One-time planning fee |
| Chris Maggio Project-based retirement planning with no asset minimum for people who want to stay in the driver's seat of their decisions. | Retirement Planning Partner LLC | Seattle | RICP | One-time planning fee |
| Denise Downey | Financial Trex | Spokane | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Hayley Haslett | Lake Road Advisors | Vancouver | CFP, MS, MBA | Percentage of assets |
| Irene Dabanian | IJD Evergreen Financial Services, LLC | Shoreline | MBA | Flat fee or retainer, One-time planning fee |
| 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 |
| Lynn Anderson Clear, unbiased, advice-only planning for clients nationwide, with lower fees and advice shaped to each person's situation. | Abundo Wealth | Seattle | CFP | Subscription |
| Mindy Crary | Creative Money LLC | Seattle | CFP | Flat fee or retainer, One-time planning fee |
| Stacy Ployhar | 2020 Financial Planning LLC | Seattle | CFP | One-time planning fee, Percentage of assets |
| Timothy Massie | Timepiece Financial Planning, Inc. | Spokane | CFP | Percentage of assets, Hourly |
| Brian Gawthrop | Five Cedars Financial, LLC | Kirkland | CFP | Ongoing planning fee |
| Michelle Fait | Satori Financial LLC | Seattle | CDFA, CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| 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 |
| Bethany Steinhaus | Breakwater Investment Management | Seattle | 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 |
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