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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
Jessica Kirwin Kirwin Financial, LLC Issaquah CFP, MBA Percentage of assets, Hourly
Lisa Eaton Affordable, tailored planning and coaching for people who have felt priced out of or unwelcome in conversations about wealth. Firm Footing Financial Planning Seattle AFC, MS, DPT Hourly
Lorri DeFoor Sustain Financial Inc. Lacey CFP, AFC, MA Percentage of assets, Ongoing planning fee
Lynn Anderson Clear, unbiased, advice-only planning for clients nationwide, with lower fees and advice shaped to each person's situation. Abundo Wealth Seattle CFP Subscription
Mindy Crary Creative Money LLC Seattle CFP Flat fee or retainer, One-time planning fee
Stacy Ployhar 2020 Financial Planning LLC Seattle CFP One-time planning fee, Percentage of assets
Timothy Massie Timepiece Financial Planning, Inc. Spokane CFP Percentage of assets, Hourly
Brian Bruggeman Walla Walla Wealth Advisors Walla Walla CFP Percentage of assets
Jacki Farrar Integrity Financial Strategies LLC Tacoma CFP, CDFA Percentage of assets, Hourly
Kevin Byrne Byrne & Company Wealth Management, LLC Olympia CFP Percentage of assets, Hourly
Anita Gray Promenade Wealth North Bend CFP Percentage of assets, Hourly
Brian Gawthrop Five Cedars Financial, LLC Kirkland CFP Ongoing planning fee
Deborah Gianelli Whole Family Financial Services Bothell CFP Hourly, Percentage of assets
Gregory Stapp Stapp Financial Olympia CFP, PFS Percentage of assets
Kelly Brown Brown PCFO Bellingham CFP Percentage of assets, Hourly
Michelle Fait Satori Financial LLC Seattle CDFA, CFP, EA, MBA Ongoing planning fee, One-time planning fee
Robert MacRae Robinswood Financial Kirkland CFP Percentage of assets, Hourly
S Yeyni Wealth-Builders Bellevue CFP Percentage of assets, Hourly
Thomas Stapp Stapp Financial Olympia CFP Percentage of assets
Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently Gevers Wealth Management Issaquah CFA Percentage of assets, One-time planning fee
Andrew Prentice Prentice Financial Planning Olympia CFP Percentage of assets, Fixed fees
April Kriha Tenere Financial Sammamish CFP Percentage of assets
Bethany Steinhaus Breakwater Investment Management Seattle CFP Percentage of assets
Brian Mars MarsJewett Financial Group Bellevue CFP Percentage of assets, Flat fee or retainer
Frank Gallo Investors Portfolio Services Puyallup CFP Percentage of assets, Hourly
John Wright MarsJewett Financial Group Bellevue CFP Percentage of assets, Flat fee or retainer
Joseph Turley Breakwater Investment Management Seattle CFP, CFA Percentage of assets
Kevin DeAngelis Breakwater Investment Management Seattle CFP Percentage of assets
Lucas Baker MarsJewett Financial Group Bellevue CFP Percentage of assets, Flat fee or retainer
Scott Jewett MarsJewett Financial Group Bellevue CFP Percentage of assets, Flat fee or retainer
Thomas Bowman Investors Portfolio Services Puyallup CFP, CFA Percentage of assets, Hourly
Tyler Linsten Alder Cove Capital Tukwila CFA Flat fee or retainer, Percentage of assets
Andrew Zender Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
David Dick Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Evan Schmidt Schmidt Financial Management Kirkland CFP Percentage of assets
Gabriel Twining Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Jacob Blukis McIlrath | Eck Arlington CFP Percentage of assets, Hourly
James Twining Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Jesse Deason Serene Wealth Planning Everett CFP Percentage of assets, One-time planning fee
Justin Gross Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Kelsey Martin Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Mark Farrelly Cairn Wealth Management Vancouver CFP, ChFC Percentage of assets, Hourly
Nathan Twining Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Nicholas Bormann Bormann Wealth Management, LLC. Spokane CFP Percentage of assets, Hourly
Patrick Mason Cairn Wealth Management Vancouver CFP Percentage of assets, Hourly
Rick Prime HFG Trust Kennewick CFP Percentage of assets, Hourly
Robert Pearson HFG Trust Kennewick CFP Percentage of assets, Hourly
Saket Sengar Better Financial Services Federal Way CFP Percentage of assets, Hourly
Sarah Busch Boldin Colton CFP Flat fee or retainer, Ongoing planning fee
Thomas McLean Advitica Financial Planning Tenino CFP Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington