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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
Matthew Neff Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Matthew Petersen Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Matthew Sanes Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Megan Billeter Twenty Twenty Investment Advisors Spokane Not listed Percentage of assets, Hourly
Micah Coski Quantum Financial Planning Services Spokane Not listed Percentage of assets, Hourly
Michael Bell Sage Advisors Edmonds Not listed Percentage of assets, Fixed fees
Michael Dunbar Financial Insights Wealth Management Tacoma Not listed Percentage of assets, Hourly
Michael Kappes Next Steps Advisors Bellevue Not listed Percentage of assets
Michael Policar NGP Financial Planning Sammamish Not listed Percentage of assets
Michael Tudor Sloy, Dahl & Holst Vancouver Not listed Percentage of assets, Hourly
Misti Wiederspohn White & Company Financial Planning Sunnyside Not listed Percentage of assets, Hourly
Mitchell Freedman Strait & Sound Bellevue Not listed Percentage of assets, Hourly
Natalie Samuels Northern Lights Advisors Seattle Not listed Percentage of assets, Hourly
Nicholas Wright Avier Wealth Advisors Bellevue Not listed Percentage of assets
Nicole Northcutt Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
Pamela Dobson Moulton Wealth Management Spokane Valley Not listed Percentage of assets
Patricia Watson Baker Ellis Asset Management Vancouver Not listed Percentage of assets
Paul Pineda Asymmetric Advantage Capital Management Bellevue Not listed Percentage of assets, Hourly
Paul Wedin Sloy, Dahl & Holst Vancouver Not listed Percentage of assets, Hourly
Peter Kulseth Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
Philippe de la Motte Prospero Wealth Seattle Not listed Percentage of assets, Hourly
Rachel Sehayek Prism Financial Planning Issaquah Not listed Hourly
Richard Hopkins Financial Lifemaps Renton Not listed Hourly, Fixed fees
Richard Philipovich Adair Wealth Management Bellevue Not listed Percentage of assets, Hourly
Robert Bergstrom Robert Bergstrom Bothell Not listed Percentage of assets, Hourly
Robert Dainard Hara Capital Bellevue Not listed Percentage of assets
Robert Davidson Finsym Partners Seattle Not listed Percentage of assets, Fixed fees
Robert Davidson Finsym Partners Seattle Not listed Percentage of assets, Fixed fees
Robert Frey Lakeside Advisors Seattle Not listed Percentage of assets, Hourly
Ryan Bilco Lucid Advisors Seattle Not listed Hourly, Fixed fees
Ryan Dusenberry American Northwest Advisory Services Federal Way Not listed Percentage of assets, Hourly
Ryan Finnigan Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Ryan Greenway Bear Mountain Capital Seattle Not listed Percentage of assets, Hourly
Ryan Hurley Sound Financial Advisors Cle Elum Not listed Percentage of assets, Hourly
Sarah Williams Selkirk Wealth Advisors Spokane Not listed Percentage of assets, Hourly
Savanna Pitman Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees
Scott Benner Kutscher Benner Barsness & Stevens Seattle Not listed Percentage of assets, Hourly
Scott Sarber Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Scott Smith Northern Monarch Capital Fox Island Not listed Percentage of assets, Hourly
Shaun Corry Lesa Sroufe & Company Seattle Not listed Percentage of assets, Fixed fees
Shelby Miller Helmsman Financial Group Woodinville Not listed Percentage of assets, Hourly
Stacy Shields Fortitude Advisory Group Gig Harbor Not listed Percentage of assets, Hourly
Stanley Woodrome Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Steven Baldwin The Road Ahead Wealth Management Woodinville Not listed Percentage of assets, Hourly
Steven Poirier Greenrock Asset Management Seattle Not listed Percentage of assets, Hourly
Suhas Joshi Prospero Wealth Seattle Not listed Percentage of assets, Hourly
Susan Larson Petersen Hastings Wealth Advisors Kennewick Not listed Percentage of assets, Hourly
Susan Risner Sound Financial Advisors Port Orchard Not listed Percentage of assets, Hourly
Suzanne Bottoms Firebrand Wealth Management Redmond Not listed Percentage of assets, Hourly
Sylvia Parker 180 Wealth Advisors Federal Way Not listed Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington