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Wellspent public graph/Locations/United States/Washington
United States

Fee-only advisors in Washington

Strong tech-industry advisor concentration around Seattle.

What fee-only financial advisors charge in Washington

By the numbers

The Wellspent public graph lists 760 fee-only financial advisors serving Washington at 354 firms, most in Seattle, Bellevue and Spokane. 39% hold the CFP certification. Of the 758 with fees on file, 90% charge percentage of assets.

Advisors listed
760
Firms
354
Cities
84
Hold the CFP
39%
  • Other credentials: CFA 9% · CPA 1% · EA 1%
  • How they charge (of 758 with fees on file): percentage of assets 90% · hourly 55% · fixed fees 44% · one-time planning fee 9%

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

Advisors serving Washington (760)

Fee-only advisors serving 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
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
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
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
Austin Boyce SoundView Advisors Seattle CFP, CLU, CPA/PFS, CPA Percentage of assets
Elizabeth Snyder Trail Financial Planning LLC Bellingham CFP Percentage of assets, Hourly
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
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
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
Gus Kristoferson Money on the Mind LLC Seattle CFA, CFP Not listed
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

Firms headquartered in Washington (298)

All 298 firms in Washington