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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
Jacinta Earl Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Jacob Tally Prospero Wealth Steilacoom Not listed Percentage of assets, Hourly
James Parker White & Company Financial Planning Sunnyside Not listed Percentage of assets, Hourly
Jamie Colonna My Personal CFO Vancouver Not listed Percentage of assets, Hourly
Janet Weisman Robinswood Financial Kirkland Not listed Percentage of assets, Hourly
Janice Brady Concepts Financial Services Kirkland Not listed Percentage of assets, Hourly
Jarah Macfarlane Macfarlane Investors Seattle Not listed Percentage of assets, Fixed fees
Jason Miller Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Jason Sikma Lake Avenue Financial Shoreline Not listed Percentage of assets, Hourly
Jay Lake Twenty Twenty Investment Advisors Spokane Not listed Percentage of assets, Hourly
Jean Pierre Pedinielli MKT and Associates Gig Harbor Not listed Percentage of assets, Hourly
Jeffrey Mullen Madison Park Capital Advisors Seattle Not listed Percentage of assets, Fixed fees
Jesse Dungan Fangorn Wealth Management Vashon Not listed Percentage of assets, Hourly
Jill McVey Bellevue Asset Management Bellevue Not listed Percentage of assets, Hourly
Joey Day Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
John Keyes Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Joi Libsack 917 Advisory Services Spokane Not listed Percentage of assets, Hourly
Jonas Means Mariposa Wealth Solutions Snoqualmie Not listed Percentage of assets
Jordan Ford Financial Insights Wealth Management Tacoma Not listed Percentage of assets, Hourly
Joseph Fors Fors Financial Port Angeles Not listed Percentage of assets, Hourly
Joseph Matelich Physician Advising Newport Not listed Hourly, Fixed fees
Joseph Quansah Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Joshua Chittenden Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Justin Slagle Tradewinds Capital Management Bellingham Not listed Percentage of assets, Hourly
Justin Vestman Lake Avenue Financial Bellevue Not listed Percentage of assets, Hourly
Katherine Van Wyngarden Atwood Financial Planning Pullman Not listed Hourly, Fixed fees
Keith Campbell Smart Portfolios Lake Forest Park Not listed Percentage of assets
Kerri Russ Bellingham Capital Bellingham Not listed Percentage of assets, Hourly
Kerry White Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Kevin Reed Diogenes Financial Seattle Not listed Percentage of assets, Hourly
Keyi Zhang Fempire Mindset Lynnwood Not listed Hourly, Fixed fees
Krystal Oien Brackenwood Capital Management Bainbridge Island Not listed Percentage of assets, Hourly
Kyle Weisbrod One DAY Wealth Edmonds Not listed Percentage of assets, Hourly
Kylee Harris Sloy, Dahl & Holst Vancouver Not listed Percentage of assets, Hourly
Leigh Washington Capital Planning Everett Not listed Percentage of assets, Hourly
Li Guay Strait & Sound Renton Not listed Percentage of assets, Hourly
Lilymarie McKeirnan Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Linda Walker DW Investment Solutions Spokane Valley Not listed Percentage of assets, Hourly
Louis Scatigna Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Lucille Dobson Bellingham Capital Bellingham Not listed Percentage of assets, Hourly
Luke Smith West Invest Bellingham Not listed Percentage of assets, Fixed fees
Marat Mor Asymmetric Advantage Capital Management Bellevue Not listed Percentage of assets, Hourly
Marcus Maurer Prospero Wealth Seattle Not listed Percentage of assets, Hourly
Mark Coski Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Mark Lalich Greenrock Asset Management Brier Not listed Percentage of assets, Hourly
Mark Oliver Oliver Capital Management Seattle Not listed Percentage of assets
Martha McNeely Creative Money Bellevue Not listed Hourly, Fixed fees
Mathew Legard Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Matthew Clawson Decisionpoint Financial Gig Harbor Not listed Percentage of assets, Hourly
Matthew Keefe MKT and Associates Tacoma Not listed Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington