Financial advisors with no minimum in Washington
How do I find fee-only advisors at firms with no asset minimum in Washington?
In Washington, look for a fee-only firm that says on its own website that it has no asset minimum. Those firms usually charge a flat, hourly, or subscription fee instead of a percentage of assets. Records to start with include Sean Cooper of Fit Financial Consulting, James Wilson of Northern Capital and Jeffrey Fortner of Geometric Advisors.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Sean Cooper Fit Financial Consulting, Morton Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- James Wilson Northern Capital, Spokane Holds the CFP. Fees on file: percentage of assets.
- Jeffrey Fortner Geometric Advisors, Seattle Holds the CFA. Fees on file: percentage of assets.
- Stacy Ployhar 2020 Financial Planning LLC, Seattle Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Brian Mars MarsJewett Financial Group, Bellevue Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jack Dukeminier Blue River Capital Management, Vancouver Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 33
- Firms
- 18
- Cities
- 10
- Hold the CFP
- 55%
- Other credentials: CFA 9% · ChFC 3%
- How they charge (of 33 with fees on file): percentage of assets 82% · hourly 27% · flat fee or retainer 24% · one-time planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Financial advisors with no minimum by state
Questions about financial advisors with no minimum
How many fee-only advisors at firms with no asset minimum in Washington are there?
The Wellspent public graph lists 33 fee-only advisors at firms with no asset minimum in Washington, at 18 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors at firms with no asset minimum in Washington located?
Of the 33 fee-only advisors at firms with no asset minimum in Washington, 10 are in Seattle, followed by 9 in Spokane and 7 in Bellevue.
How do fee-only advisors at firms with no asset minimum in Washington charge?
The most common fee among fee-only advisors at firms with no asset minimum in Washington is a percentage of assets, used by 82% of the 33 with fees on file. Many use more than one: 27% charge by the hour and 24% charge a flat fee or retainer.
How many fee-only advisors at firms with no asset minimum in Washington hold the CFP?
55% of the 33 fee-only advisors at firms with no asset minimum 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 at firms with no asset minimum?
We count an advisor here when their firm's website states it has no asset minimum.
What should I ask fee-only advisors at firms with no asset minimum in Washington?
If there's no asset minimum, is there a minimum fee? What would I pay in dollars each year? Do you take clients at my stage? What's included at that price?
How current is this list of fee-only advisors at firms with no asset minimum 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 33 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Katy Cook | Abacus Financial Planning | Kirkland | CFP, PhD | Percentage of assets, Hourly |
| Randy Wall | Penn Cove Financial, LLC | Oak Harbor | CFP, MBA | Hourly, Ongoing planning fee |
| Irene Dabanian | IJD Evergreen Financial Services, LLC | Shoreline | MBA | Flat fee or retainer, One-time planning fee |
| Stacy Ployhar | 2020 Financial Planning LLC | Seattle | CFP | One-time planning fee, Percentage of assets |
| Brian Mars | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| John Wright | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Lucas Baker | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Scott Jewett | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Thomas Nowak | Quantum Financial Planning | Langley | CFP | Hourly |
| Hope Broucek | Financial Planning for Real People | Seattle | ChFC | Hourly, Percentage of assets |
| Maura Madden | Maura Madden Financial Planning | Seattle | CFP | Hourly, One-time planning fee |
| Sean Cooper | Fit Financial Consulting | Morton | CFP, CFA | Percentage of assets, Hourly |
| Emily Paukert | Northern Capital | Spokane | CFP | Percentage of assets |
| James Wilson | Northern Capital | Spokane | CFP | Percentage of assets |
| Jeffrey Fortner | Geometric Advisors | Seattle | CFA | Percentage of assets |
| Laura Hail | Northern Capital | Spokane | CFP | Percentage of assets |
| Logan Jones | Northern Capital | Spokane | CFP | Percentage of assets |
| Molly Chase | Northern Capital | Spokane | CFP | Percentage of assets |
| Andrew Hall | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Brock Mackenzie | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Elizabeth Sowle | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Clinton Carpenter | Eckman Wealth Management | Seattle | Not listed | Percentage of assets, Fixed fees |
| George Chacko | Convexity Wealth Management | Seattle | Not listed | Percentage of assets |
| Jack Dukeminier | Blue River Capital Management | Vancouver | CFA | Percentage of assets |
| James Petricciani | Convexity Wealth Management | Seattle | Not listed | Percentage of assets |
| William Hicks | Sapling Wealth Management | Seattle | Not listed | One-time planning fee |
| Ethyn Killinger | Northern Capital | Spokane | Not listed | Percentage of assets |
| 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 |
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