# Virtual financial advisors in Washington > In Washington, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Didi Chen of Everleap Financial Planning, Rebecca Meats of Clear Insight Wealth Management and Thomas Bowman of Investors Portfolio Services. Page: https://find.wellspent.co/by/virtual-financial-advisors/washington/ 35 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who work with clients virtually in Washington? In Washington, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Didi Chen of Everleap Financial Planning, Rebecca Meats of Clear Insight Wealth Management and Thomas Bowman of Investors Portfolio Services. ## How many fee-only advisors who work with clients virtually in Washington are there? The Wellspent public graph lists 35 fee-only advisors who work with clients virtually in Washington, at 27 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in Washington located? Of the 35 fee-only advisors who work with clients virtually in Washington, 8 are in Seattle, followed by 4 in Mercer Island and 3 in Puyallup. ## How do fee-only advisors who work with clients virtually in Washington charge? The most common fee among fee-only advisors who work with clients virtually in Washington is a percentage of assets, used by 54% of the 35 with fees on file. Many use more than one: 46% charge a one-time planning fee and 46% charge by the hour. ## How many fee-only advisors who work with clients virtually in Washington hold the CFP? 63% of the 35 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in Washington? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Didi Chen](https://find.wellspent.co/advisors/didi-chen.md) | Everleap Financial Planning | Newcastle, Washington | CFP, CFA | One-time planning fee, Hourly | | [Tim Melia](https://find.wellspent.co/advisors/tim-melia.md) | Embolden Financial Planning LLC | Seattle, Washington | CFP, MBA | Hourly | | [Angela Furubotten-LaRosee](https://find.wellspent.co/advisors/angela-furubotten-larosee.md) | Avea Financial Planning, LLC | Pasco, Washington | CFP | Flat fee or retainer, Ongoing planning fee | | [Christopher Christiansen](https://find.wellspent.co/advisors/christopher-christiansen.md) | Quantum Financial Planning Services, Inc. | Spokane, Washington | CFP | Flat fee or retainer, Percentage of assets, One-time planning fee | | [Eric Smith](https://find.wellspent.co/advisors/eric-smith.md) | Ridge Falls Financial Planning | Bellingham, Washington | CFP, MBA | Hourly | | [Rebecca Meats](https://find.wellspent.co/advisors/rebecca-meats.md) | Clear Insight Wealth Management | Spokane, Washington | CPA, AFC, CFP, ChFC, Other | Percentage of assets, Ongoing planning fee | | [Jamie Clark](https://find.wellspent.co/advisors/jamie-clark.md) | Ruby Pebble Financial Planning LLC | Seattle, Washington | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Amy Goan](https://find.wellspent.co/advisors/amy-goan.md) | Prism Financial Planning, LLC | Issaquah, Washington | CFP, MBA | Hourly, One-time planning fee | | [Jamieson Hopp](https://find.wellspent.co/advisors/jamieson-hopp.md) | Millennial Wealth, LLC | Bellevue, Washington | CFP, BFA, CBDA, CEPA, CPWA, ECA | Percentage of assets, Hourly, Fixed fees | | [Brian Blakeman](https://find.wellspent.co/advisors/brian-blakeman.md) | Onward Financial Advising LLC | Sammamish, Washington | CFP | Hourly, One-time planning fee, Ongoing planning fee, Percentage of assets | | [Hayley Haslett](https://find.wellspent.co/advisors/hayley-haslett.md) | Lake Road Advisors | Vancouver, Washington | CFP, MS, MBA | Percentage of assets | | [Mindy Crary](https://find.wellspent.co/advisors/mindy-crary.md) | Creative Money LLC | Seattle, Washington | CFP | Flat fee or retainer, One-time planning fee | | [Frank Gallo](https://find.wellspent.co/advisors/frank-gallo.md) | Investors Portfolio Services | Puyallup, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Bowman](https://find.wellspent.co/advisors/thomas-bowman.md) | Investors Portfolio Services | Puyallup, Washington | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Tyler Linsten](https://find.wellspent.co/advisors/tyler-linsten.md) | Alder Cove Capital | Tukwila, Washington | CFA | Flat fee or retainer, Percentage of assets, One-time planning fee | | [Thomas McLean](https://find.wellspent.co/advisors/thomas-mclean-2262638.md) | Advitica Financial Planning | Tenino, Washington | CFP | Percentage of assets, Hourly, One-time planning fee | | [John Wilbourne](https://find.wellspent.co/advisors/john-wilbourne.md) | Occidental Asset Management | Bellevue, Washington | | Ongoing planning fee | | [Kyle Rash](https://find.wellspent.co/advisors/kyle-rash.md) | Champion Financial Planning | Anacortes, Washington | ChFC | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Maura Madden](https://find.wellspent.co/advisors/maura-madden.md) | Maura Madden Financial Planning | Seattle, Washington | CFP | Hourly, One-time planning fee | | [Benjamin Smith](https://find.wellspent.co/advisors/benjamin-smith-6669577.md) | Briarwood Financial | Gig Harbor, Washington | CFP | Ongoing planning fee, One-time planning fee | | [Candace Duecker](https://find.wellspent.co/advisors/candace-duecker.md) | Seneschal Family Office | Tacoma, Washington | CFP | Percentage of assets, Fixed fees | | [Chad Glover](https://find.wellspent.co/advisors/chad-glover.md) | Seneschal Family Office | Tacoma, Washington | CFP | Percentage of assets, Fixed fees | | [Charles Johnson](https://find.wellspent.co/advisors/charles-johnson-7339525.md) | Differential Planning | Silverdale, Washington | CFA | Hourly | | [Deborah Wise](https://find.wellspent.co/advisors/deborah-wise.md) | Wise Planning | Seattle, Washington | CFP | Ongoing planning fee | | [Jeffrey Fortner](https://find.wellspent.co/advisors/jeffrey-fortner.md) | Geometric Advisors | Seattle, Washington | CFA | Percentage of assets | | [Jeffrey Lang](https://find.wellspent.co/advisors/jeffrey-lang.md) | Seneschal Family Office | Tacoma, Washington | CFP | Percentage of assets, Fixed fees | | [Noah Fenz](https://find.wellspent.co/advisors/noah-fenz.md) | Investors Portfolio Services | Puyallup, Washington | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Ross](https://find.wellspent.co/advisors/jeffrey-ross.md) | The Planner's Edge | Mercer Island, Washington | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Tyson Farmer](https://find.wellspent.co/advisors/tyson-farmer.md) | Vega Financial | Mercer Island, Washington | | Percentage of assets, Hourly | | [Adam Van Ness](https://find.wellspent.co/advisors/adam-van-ness.md) | Northwest Straits Financial Services | Bellingham, Washington | | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Ward Williams](https://find.wellspent.co/advisors/ward-williams.md) | Better Tomorrow Financial | Seattle, Washington | | Flat fee or retainer | | [Charles Cutter](https://find.wellspent.co/advisors/charles-cutter.md) | Briarwood Financial | Gig Harbor, Washington | | Ongoing planning fee, One-time planning fee | | [Robert Fairbrook](https://find.wellspent.co/advisors/robert-fairbrook.md) | Wise Planning | Seattle, Washington | | Ongoing planning fee | | [Deanna Nowadnick](https://find.wellspent.co/advisors/deanna-nowadnick.md) | The Planner's Edge | Mercer Island, Washington | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Ryan Rourke](https://find.wellspent.co/advisors/ryan-rourke.md) | The Planner's Edge | Mercer Island, Washington | | Percentage of assets, Ongoing planning fee, One-time planning fee | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).