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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
Karen O'Brien Truenorth Wealth Advisors Seattle CFP Percentage of assets, Hourly
Kathryn McDonald Baker Ellis Asset Management Ridgefield CFP Percentage of assets
Kelly Kolstad Paul R. Ried Financial Group Bellevue CFP Percentage of assets, Fixed fees
Kenneth Powell Paul R. Ried Financial Group Bellevue CFP Percentage of assets, Fixed fees
Kevin Rigg Soundview Advisors Olympia CFP Percentage of assets
Kevin Slater Soundview Advisors Olympia CFP Percentage of assets
Krista Wallace Soundview Advisors Olympia CFP Percentage of assets
Kristi Mandt Lakeside Advisors Seattle CFP Percentage of assets, Hourly
Kristopher Kohtz Two Firs Financial Seattle CFP Percentage of assets, Hourly
Kyle Jackson Tradewinds Capital Management Bellingham CFP, ChFC Percentage of assets, Hourly
Kyle O'Connor Kutscher Benner Barsness & Stevens Seattle CFP Percentage of assets, Hourly
Lars Phillips Avier Wealth Advisors Bellevue CFP, CFA Percentage of assets
Levi Sanchez Millennial Wealth Fall City CFP Percentage of assets, Hourly
Linde Carroll Momentous Wealth Management Vancouver CFP Percentage of assets, Fixed fees
Luke Collova Bear Mountain Capital Seattle CFP Percentage of assets, Hourly
Madeleine Lobdell Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Madison Williams Avier Wealth Advisors Bellevue CFP Percentage of assets
Maris Galins MG Financial Seattle CFP Percentage of assets, Fixed fees
Mark Bergeron Smart Portfolios Lake Forest Park CFP Percentage of assets
Mark Bernazzani My Personal CFO Vancouver CFP Percentage of assets, Hourly
Mark Currier Wipple Creek Vancouver CFP Percentage of assets, Hourly
Mark Kruse Brackenwood Capital Management Bainbridge Island CFP Percentage of assets, Hourly
Matthew Lowe Greene Wealth Management Seattle CFP, CFA Percentage of assets, Hourly
Meaghan Brassey Fiduciary Counselling Tacoma CFP Percentage of assets, Fixed fees
Michael Lizon Provident Living Advisors Silverdale CFP Percentage of assets
Michael Miller Capital Planning Bellevue CFP, ChFC Percentage of assets, Hourly
Michael Vila Bellevue Asset Management Bellevue CFP Percentage of assets, Hourly
Michael Weinand Weinand Financial Lacey CFP Percentage of assets, Hourly
Michaela Griggs Sage Advisors Edmonds CFP Percentage of assets, Fixed fees
Miranda Bergemann The Goodland Group Seattle CFP Percentage of assets, Hourly
Nathan Ricks Financial Freedom for Dentists Snoqualmie CFP Percentage of assets, Fixed fees
Nicholas Fuller Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Nicholas Parker Seaborn Financial Richland CFP Percentage of assets, Hourly
Patricia Howe Howe Financial Advisory Seattle CFP Percentage of assets, Hourly
Paul Ried Paul R. Ried Financial Group Bellevue CFP Percentage of assets, Fixed fees
Penelope Claire Holmes Creative Money Mountlake Terrace CFP Hourly, Fixed fees
Rachel Chacko Petersen Hastings Wealth Advisors Kennewick CFP Percentage of assets, Hourly
Raphael Luis De Ocampo Avier Wealth Advisors Bellevue CFP Percentage of assets
Reagan Smith Millennial Wealth Seattle CFP Percentage of assets, Hourly
Rial Moulton Moulton Wealth Management Spokane Valley CFP, PFS Percentage of assets
Richard Buchan 180 Wealth Advisors Federal Way CFP Percentage of assets, Hourly
Robert Bjur Coast Capital Management Bainbridge Is. CFP Percentage of assets, Hourly
Ryan Moriwake Bear Mountain Capital Seattle CFP Percentage of assets, Hourly
Saloni Gupta Avier Wealth Advisors Bellevue CFP Percentage of assets
Samantha Kirby Creative Money Mountlake Terrace CFP Hourly, Fixed fees
Samantha Torres Avier Wealth Advisors Bellevue CFP Percentage of assets
Shona Martin Fidalgo Financial Planning Anacortes CFP Percentage of assets, Hourly
Stephanie Huynh Firebrand Wealth Management Redmond CFP Percentage of assets, Hourly
Steven Olds Cascade Wealth Advisors Wenatchee CFP Percentage of assets, Hourly
Thomas White White & Company Financial Planning Sunnyside CFP, PFS Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington