W Wellspent Public advisor graph
Get matched
Wellspent public graph/Find by/Virtual financial advisors/Washington

Virtual financial advisors in Washington

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.

Get matched in 2 minutes See all 35

Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Didi Chen Everleap Financial Planning, Newcastle Holds the CFP and CFA. Fees on file: one-time planning fee, hourly.
  • Rebecca Meats Clear Insight Wealth Management, Spokane Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
  • Thomas Bowman Investors Portfolio Services, Puyallup Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • Tim Melia Embolden Financial Planning LLC, Seattle Holds the CFP. Fees on file: hourly.
  • Christopher Christiansen Quantum Financial Planning Services, Inc., Spokane Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
  • Jamie Clark Ruby Pebble Financial Planning LLC, Seattle Holds the CFP. Fees on file: flat fee or retainer, hourly.

By the numbers

Advisors listed
35
Firms
27
Cities
17
Hold the CFP
63%
  • Other credentials: CFA 14% · CPA 3% · ChFC 6%
  • How they charge (of 35 with fees on file): percentage of assets 54% · one-time planning fee 46% · hourly 46% · ongoing planning fee 40%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Virtual financial advisors by state

Questions about virtual financial advisors

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.

All 35 advisors

Virtual financial advisors in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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
Angela Furubotten-LaRosee Avea Financial Planning, LLC Pasco CFP Flat fee or retainer, Ongoing planning fee
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
Rebecca Meats Clear Insight Wealth Management Spokane CPA, AFC, CFP, ChFC Percentage of assets, Ongoing planning fee
Jamie Clark Ruby Pebble Financial Planning LLC Seattle CFP Flat fee or retainer, Hourly
Amy Goan Prism Financial Planning, LLC Issaquah CFP, MBA Hourly, One-time planning fee
Jamieson Hopp Millennial Wealth, LLC Bellevue CFP, BFA, CBDA, CEPA Percentage of assets, Hourly
Brian Blakeman Onward Financial Advising LLC Sammamish CFP Hourly, One-time planning fee
Hayley Haslett Lake Road Advisors Vancouver CFP, MS, MBA Percentage of assets
Mindy Crary Creative Money LLC Seattle CFP Flat fee or retainer, One-time planning fee
Frank Gallo Investors Portfolio Services Puyallup CFP Percentage of assets, Hourly
Thomas Bowman Investors Portfolio Services Puyallup CFP, CFA Percentage of assets, Hourly
Tyler Linsten Alder Cove Capital Tukwila CFA Flat fee or retainer, Percentage of assets
Thomas McLean Advitica Financial Planning Tenino CFP Percentage of assets, Hourly
John Wilbourne Occidental Asset Management Bellevue Not listed Ongoing planning fee
Kyle Rash Champion Financial Planning Anacortes ChFC Hourly, Flat fee or retainer
Maura Madden Maura Madden Financial Planning Seattle CFP Hourly, One-time planning fee
Benjamin Smith Briarwood Financial Gig Harbor CFP Ongoing planning fee, One-time planning fee
Candace Duecker Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Chad Glover Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Charles Johnson Differential Planning Silverdale CFA Hourly
Deborah Wise Wise Planning Seattle CFP Ongoing planning fee
Jeffrey Fortner Geometric Advisors Seattle CFA Percentage of assets
Jeffrey Lang Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Noah Fenz Investors Portfolio Services Puyallup Not listed Percentage of assets, Hourly
Jeffrey Ross The Planner's Edge Mercer Island CFP Percentage of assets, Ongoing planning fee
Tyson Farmer Vega Financial Mercer Island Not listed Percentage of assets, Hourly
Adam Van Ness Northwest Straits Financial Services Bellingham Not listed Percentage of assets, Hourly
Ward Williams Better Tomorrow Financial Seattle Not listed Flat fee or retainer
Charles Cutter Briarwood Financial Gig Harbor Not listed Ongoing planning fee, One-time planning fee
Robert Fairbrook Wise Planning Seattle Not listed Ongoing planning fee
Deanna Nowadnick The Planner's Edge Mercer Island Not listed Percentage of assets, Ongoing planning fee
Ryan Rourke The Planner's Edge Mercer Island Not listed Percentage of assets, Ongoing planning fee

Want a shorter list?

Tell us what you need and we'll narrow this to the few advisors who fit.

Get matched in 2 minutes

How you work together