W Wellspent Public advisor graph
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
Taren Bennett Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees
Thomas Oakes American Northwest Advisory Services Federal Way Not listed Percentage of assets, Hourly
Thomas Ryan Hawkins Investment Counsel Tacoma Not listed Percentage of assets, Hourly
Timothy Heisey 180 Wealth Advisors Federal Way Not listed Percentage of assets, Hourly
Timothy Vail Vail Ridge Capital Bellingham Not listed Percentage of assets, Hourly
Todd Carlson Carlson Financial Advisory Liberty Lake Not listed Percentage of assets, Fixed fees
Todd Pisarczyk Momentous Wealth Management Vancouver Not listed Percentage of assets, Fixed fees
Troy Colby Northern Monarch Capital Fox Island Not listed Percentage of assets, Hourly
William Gevers Gevers Wealth Management Issaquah Not listed Percentage of assets, Hourly
William Swayne WMS Wealth Management Mukilteo Not listed Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington