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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
Alexander Williamson Pacific Crest Financial Advisors Everett CFP Percentage of assets, Hourly
Alexandria Kemp Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Alvin Wolcott Apex Tax & Financial Planning Kent CFP Percentage of assets, Fixed fees
Amanda Burrows Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Amanda Sullivan Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Amy Drury Stewardship Concepts Financial Services Spokane CFP Percentage of assets, Hourly
Andrew Barfoot Madison Park Capital Advisors Seattle CFP Percentage of assets, Fixed fees
Arthur Brunson ADB Capital Management White Salmon CFP Percentage of assets
Austin Jodrey Kutscher Benner Barsness & Stevens Seattle CFP Percentage of assets, Hourly
Barbara Miller 917 Advisory Services Spokane CFP Percentage of assets, Hourly
Ben Jennings Soundview Advisors Olympia CFP, PFS Percentage of assets
Bradley Allen Truenorth Wealth Advisors Seattle CFP Percentage of assets, Hourly
Brian Skaggs Skaggs Financial Planning Burien CFP Percentage of assets, Hourly
Brian Whitaker Northern Lights Advisors Seattle CFP Percentage of assets, Hourly
Bryant Engebretson Tradewinds Capital Management Bellingham CFP, ChFC Percentage of assets, Hourly
Cameron Barsness Kutscher Benner Barsness & Stevens Seattle CFP Percentage of assets, Hourly
Chadd Peachey Decisionpoint Financial Gig Harbor CFP Percentage of assets, Hourly
Charlotte Leon Truenorth Wealth Advisors Seattle CFP Percentage of assets, Hourly
Chris Featherstone Madison Park Capital Advisors Seattle CFP, ChFC Percentage of assets, Fixed fees
Christopher Downing Greene Wealth Management Seattle CFP Percentage of assets, Hourly
Christopher Kimball Fortitude Advisory Group Lakewood CFP Percentage of assets, Hourly
Christopher Teofilak Clear Wealth Management Lynnwood CFP Percentage of assets
Courtney Gehrmann Avier Wealth Advisors Bellevue CFP Percentage of assets
Craig Whitbeck Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Cynthia Hall The Goodland Group Olympia CFP Percentage of assets, Hourly
Danika Waddell Xena Financial Planning Seattle CFP Percentage of assets, Fixed fees
Darren Henke 180 Wealth Advisors Federal Way CFP Percentage of assets, Hourly
David Welty Avier Wealth Advisors Bellevue CFP Percentage of assets
Donald Moulton Moulton Wealth Management Spokane Valley CFP Percentage of assets
Dorothy Lewis Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Edwin Hill Stewardship Concepts Financial Services Spokane CFP Percentage of assets, Hourly
Ellen Webber Ellen J Webber, CFP Seattle CFP Percentage of assets, Hourly
Eric Green Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Eric Heineman Vision Casting Financial Planning Spokane CFP Percentage of assets, Hourly
Erin Eddins Pacific Crest Financial Advisors Everett CFP Percentage of assets, Hourly
Geleg Kyarsip Kyarsip Financial Advisors Seattle CFP Percentage of assets, Hourly
Gianna Giusti Kutscher Benner Barsness & Stevens Seattle CFP Percentage of assets, Hourly
James Holst Sloy, Dahl & Holst Vancouver CFP Percentage of assets, Hourly
Jason Nelson Viceroy Investment Advisors Everett CFP, CFA Percentage of assets, Fixed fees
Jason Radabaugh Greene Wealth Management Seattle CFP Percentage of assets, Hourly
Jeremiah Job Columbia Strategic Wealth Advisors Seattle CFP, ChFC Percentage of assets, Hourly
Jill Foreman James R. Martin Consulting Vancouver CFP Percentage of assets
John Groh Baker Ellis Asset Management Vancouver CFP, CFA Percentage of assets
John Keolker Fiduciary Counselling Tacoma CFP Percentage of assets, Fixed fees
John Schram 917 Advisory Services Spokane CFP Percentage of assets, Hourly
John Walsh Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Jordan Cole Sage Advisors Edmonds CFP, CFA Percentage of assets, Fixed fees
Jordan Curnutt Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Joshua Mastel Twenty Twenty Investment Advisors Spokane CFP Percentage of assets, Hourly
Julie Wurst Julie A. Wurst, CFP Tacoma CFP Hourly, Fixed fees

Firms headquartered in Washington (298)

All 298 firms in Washington