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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
Tiffany Stoner Avier Wealth Advisors Bellevue CFP Percentage of assets
Timothy Kimmel Paul R. Ried Financial Group Bellevue CFP Percentage of assets, Fixed fees
Todd Koyama Stewardship Concepts Financial Services Spokane CFP Percentage of assets, Hourly
Travis Schiele Quantum Financial Planning Services Spokane CFP Percentage of assets, Hourly
Wei Cao JWC Advisors Bellevue CFP Percentage of assets, Hourly
William Serres Bbjs Financial Advisors Seattle CFP Percentage of assets, Hourly
Andrew Bucher Trinity Capital Management Olympia CFA Percentage of assets, Hourly
Andrew Loechl Turloff Financial Consulting Seattle CFA Percentage of assets, Hourly
Brenda Lee Capital Planning Bellevue ChFC Percentage of assets, Hourly
Brett Anderson Lesa Sroufe & Company Seattle CFA Percentage of assets, Fixed fees
Brian Baker Baker Ellis Asset Management Vancouver CFA Percentage of assets
Christopher Lang Tradewinds Capital Management Bellingham CFA Percentage of assets, Hourly
Daniel Barnes RB Capital Management Seattle CFA Percentage of assets, Hourly
Daniel Koerner James R. Martin Consulting Vancouver CFA Percentage of assets
John Kiepe Kiepe Wealth Management Spokane Valley CFA Percentage of assets, Hourly
John Osseward Avier Wealth Advisors Bellevue CFA Percentage of assets
Lesa Sroufe Lesa Sroufe & Company Seattle CFA Percentage of assets, Fixed fees
Li Tang Bbjs Financial Advisors Seattle CFA Percentage of assets, Hourly
Matthew Hawkins Hawkins Investment Counsel Port Orchard CFA Percentage of assets, Hourly
Miki Okamoto-Swanson Lakeside Advisors Seattle CFA Percentage of assets, Hourly
Neil Larson Edwin Lane Financial Services Kenmore PFS Percentage of assets, Hourly
Philip Murphy Smart Portfolios Lake Forest Park CFA Percentage of assets
Robert Guild Robinswood Financial Kirkland ChFC Percentage of assets, Hourly
Ronald Chan Lakeside Financial Kirkland CFA Percentage of assets, Hourly
Russell Cole Sage Advisors Edmonds ChFC Percentage of assets, Fixed fees
Ryan Farmin Quantum Financial Planning Services Spokane CFA Percentage of assets, Hourly
Ryan Stevens Kutscher Benner Barsness & Stevens Seattle CFA Percentage of assets, Hourly
Shamus McCarthy Red Haven Advisors Seattle CFA Percentage of assets, Hourly
Thomas Morton Hawkins Investment Counsel Puyallup CFA Percentage of assets, Hourly
William Romig Strait & Sound Renton CFA Percentage of assets, Hourly
Adam Jordan Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Adam McCollum Wealth Management Northwest Pasco Not listed Percentage of assets
Adam Visser West Invest Bellingham Not listed Percentage of assets, Fixed fees
Aiden Pisarczyk Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees
Alexander Castaneda Avier Wealth Advisors Bellevue Not listed Percentage of assets
Amy Brown Tradewinds Capital Management Bellingham Not listed Percentage of assets, Hourly
Amy Mutal Prevail Wealth Management Kirkland Not listed Percentage of assets, Hourly
Andrew Bennett Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Andrew Finnigan Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Asoka Weeraratne UTA Vancouver Not listed Percentage of assets, Hourly
Austin Zimmerman Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Azita Simler Tradewinds Capital Management Bellingham Not listed Percentage of assets, Hourly
Bailey Erickson Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Barnes Ellis Baker Ellis Asset Management Vancouver Not listed Percentage of assets
Ben Tanke Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Blaine Carr Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Bradley Vander Velde Cascade Wealth Advisors Wenatchee Not listed Percentage of assets, Hourly
Brandon Kelley Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
Brandon Springer Helmsman Financial Group Woodinville Not listed Percentage of assets, Hourly
Brayden Disbrow Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees

Firms headquartered in Washington (298)

All 298 firms in Washington