Hourly financial advisors in Washington
How do I find fee-only advisors who charge by the hour in Washington?
In Washington, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Scott Blaesing of Cascade Wealth Advisors, Inc., Daniel Frankel of WealthCollab and Didi Chen of Everleap Financial Planning.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Scott Blaesing Cascade Wealth Advisors, Inc., Wenatchee Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Daniel Frankel WealthCollab, Bellevue Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Didi Chen Everleap Financial Planning, Newcastle Holds the CFP and CFA. Fees on file: one-time planning fee, hourly.
- Joseph Turley Breakwater Investment Management, Seattle Holds the CFP and CFA. Fees on file: percentage of assets.
- Troy Sapp Commencement Financial Planning, LLC, Lakewood Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Rebecca Meats Clear Insight Wealth Management, Spokane Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 495
- Firms
- 250
- Cities
- 70
- Hold the CFP
- 41%
- Other credentials: CFA 7% · CPA 1% · EA 1%
- How they charge (of 495 with fees on file): percentage of assets 86% · hourly 84% · fixed fees 48% · one-time planning fee 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Washington are there?
The Wellspent public graph lists 495 fee-only advisors who charge by the hour in Washington, at 250 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge by the hour in Washington located?
Of the 495 fee-only advisors who charge by the hour in Washington, 99 are in Seattle, followed by 48 in Spokane and 37 in Bellingham.
How do fee-only advisors who charge by the hour in Washington charge?
The most common fee among fee-only advisors who charge by the hour in Washington is a percentage of assets, used by 86% of the 495 with fees on file. Many use more than one: 84% charge by the hour and 48% charge fixed fees.
How many fee-only advisors who charge by the hour in Washington hold the CFP?
41% of the 495 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Washington?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 495 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 |
| Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. | Scaled Finance, LLC | Bellevue | CFP, MBA | Hourly, One-time planning fee |
| Tim Melia Hourly, advice-only planning for young professionals, families and retirees, from first-time guidance to second opinions for DIY investors. | Embolden Financial Planning LLC | Seattle | CFP, MBA | 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 |
| 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 |
| Jeffrey Walters Hourly, fee-only advice on planning, taxes and investments for DIY investors who want to keep managing their own portfolios. | Advisia Financial Planning, LLC | Bellevue | CFP, EA | 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 |
| Eric Smith Hourly, advice-only reviews for DIY investors who manage their own money and want a fiduciary second opinion before retirement. | Ridge Falls Financial Planning | Bellingham | CFP, MBA | Hourly |
| 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 |
| Ralph Ted White | Arrivity Financial Planning | Seattle | CFP, CIMA, MBA | Hourly, One-time planning fee |
| Rebecca Meats | Clear Insight Wealth Management | Spokane | CPA, AFC, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Ali Criss | Financial Insights | Tacoma | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Scott Blaesing | Cascade Wealth Advisors, Inc. | Wenatchee | CFP, CPA | Ongoing planning fee |
| Taylor Anderson | Middleton & Company | Vancouver | CFP | Percentage of assets, One-time planning fee |
| Troy Sapp | Commencement Financial Planning, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Amy Goan | Prism Financial Planning, LLC | Issaquah | CFP, MBA | Hourly, One-time planning fee |
| Elizabeth Snyder | Trail Financial Planning LLC | Bellingham | CFP | Percentage of assets, Hourly |
| Jamieson Hopp | Millennial Wealth, LLC | Bellevue | CFP, BFA, CBDA, CEPA | Percentage of assets, Hourly |
| 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 |
| Randy Wall | Penn Cove Financial, LLC | Oak Harbor | CFP, MBA | Hourly, 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 |
| 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 |
| Lisa Eaton Affordable, tailored planning and coaching for people who have felt priced out of or unwelcome in conversations about wealth. | Firm Footing Financial Planning | Seattle | AFC, MS, DPT | Hourly |
| Lorri DeFoor | Sustain Financial Inc. | Lacey | CFP, AFC, MA | Percentage of assets, Ongoing planning fee |
| 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 |
| Jacki Farrar | Integrity Financial Strategies LLC | Tacoma | CFP, CDFA | Percentage of assets, Hourly |
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