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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
Brent Davidson Finsym Partners Seattle Not listed Percentage of assets, Fixed fees
Brett Garver 180 Wealth Advisors Federal Way Not listed Percentage of assets, Hourly
Brian Betz Percension Wealth Advisors Sammamish Not listed Percentage of assets
Brian Dawson Bear Mountain Capital Edmonds Not listed Percentage of assets, Hourly
Brian Simpson Integrity Wealth Management Spokane Not listed Percentage of assets, Hourly
Brian Smith Bellingham Capital Bellingham Not listed Percentage of assets, Hourly
Briana Gutierrez Canales Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
Brooke Trinh Truenorth Wealth Advisors Seattle Not listed Percentage of assets, Hourly
Bruce Billeter Twenty Twenty Investment Advisors Spokane Not listed Percentage of assets, Hourly
Bryce James Smart Portfolios Lake Forest Park Not listed Percentage of assets
Cameron Ridgeway Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Candace Swayne WMS Wealth Management Mukilteo Not listed Percentage of assets, Hourly
Casey Lederer Trail Financial Planning Bellingham Not listed Percentage of assets, Hourly
Casi Fors Fors Financial Port Angeles Not listed Percentage of assets, Hourly
Cesar Castaneda AA Financial Services Kirkland Not listed Hourly, Fixed fees
Chris Folgmann Folgmann Financial Group Woodinville Not listed Percentage of assets, Fixed fees
Christen Harrison Soundview Advisors Olympia Not listed Percentage of assets
Christian Miller Capital Planning Bellevue Not listed Percentage of assets, Hourly
Christian Sessions Financial Freedom for Dentists Snoqualmie Not listed Percentage of assets, Fixed fees
Christie Rooney DW Investment Solutions Spokane Valley Not listed Percentage of assets, Hourly
Christine Cruz Sloy, Dahl & Holst Vancouver Not listed Percentage of assets, Hourly
Christopher Arnold American Northwest Advisory Services Federal Way Not listed Percentage of assets, Hourly
Christopher Pfau Lakemont Wealth Bellevue Not listed Percentage of assets
Cole Schelbert 180 Wealth Advisors Federal Way Not listed Percentage of assets, Hourly
Colleen Bracy Robinswood Financial Kirkland Not listed Percentage of assets, Hourly
Colleen Gillespie Sawston Wealth Management Olympia Not listed Percentage of assets, Hourly
Cory Baer Strait & Sound Bellevue Not listed Percentage of assets, Hourly
Cory Briggs Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Craig Johnsen Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Craig Wessels Integrity Wealth Management Spokane Not listed Percentage of assets, Hourly
Daniel Gill Greene Wealth Management Seattle Not listed Percentage of assets, Hourly
Daniel McCaffrey Financial Insights Wealth Management Tacoma Not listed Percentage of assets, Hourly
Daniel Shen Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Darron Kuehn Pacific Crest Financial Advisors Everett Not listed Percentage of assets, Hourly
Debra Bell Selkirk Wealth Advisors Spokane Not listed Percentage of assets, Hourly
Diane Gaines Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Douglas Springer Helmsman Financial Group Woodinville Not listed Percentage of assets, Hourly
Edmund Van Winkle DLK Investment Advisors Mercer Island Not listed Percentage of assets, Hourly
Edward Ward Robinswood Financial Kirkland Not listed Percentage of assets, Hourly
Elissa Epoch The Goodland Group Lake Stevens Not listed Percentage of assets, Hourly
Eric Petersen Bellingham Capital Bellingham Not listed Percentage of assets, Hourly
Ethan Cox American Northwest Advisory Services Federal Way Not listed Percentage of assets, Hourly
Gabriel Medina Bridge Capital Consulting Kennewick Not listed Percentage of assets, Hourly
Garrett Grigas Gevers Wealth Management Issaquah Not listed Percentage of assets, Hourly
Georgia Maloy Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Glenn Gregory Obsidian Investment Advisers Redmond Not listed Percentage of assets, Hourly
Greg Ashihara Lucid Advisors Seattle Not listed Hourly, Fixed fees
Gregory Vander Top White & Company Financial Planning Sunnyside Not listed Percentage of assets, Hourly
Haley Johnson Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Hyun Park Park Wealth Management Federal Way Not listed Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington