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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
Thomas Nowak Quantum Financial Planning Langley CFP Hourly
Thor McIlrath McIlrath | Eck Arlington CFP Percentage of assets, Hourly
Troy Crutcher McIlrath | Eck Arlington CFP Percentage of assets, Hourly
William Wang HFG Trust Kennewick CFP Percentage of assets, Hourly
William Wolf Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Alicia Singer Singer Wealth Management Seattle ChFC Hourly
Andrew Block Walla Walla Wealth Advisors Walla Walla Not listed Percentage of assets
Angel Cruz Cruz Wealth Management Olympia CFP Percentage of assets
Benjamin Rickey Leonard Rickey Investment Advisors Yakima CFP Flat fee or retainer, Hourly
Blake Martin Cloud Capital Management Seattle Not listed Percentage of assets
Bradley Blackburn Blackburn Financial Cashmere CFP Percentage of assets, Hourly
Brandon Steele Mainsail Financial Group Bellevue CFP Ongoing planning fee
Brian Wyatt Wyatt Wealth Management Arlington CFP Percentage of assets, Hourly
Chelsie Smith Leonard Rickey Investment Advisors Yakima CFP Flat fee or retainer, Hourly
Cherish Sutull Blue Water Wealth Seattle CFP, CFA Percentage of assets, Fixed fees
Dale Terwedo TFS Advisors Edmonds CFP, ChFC Percentage of assets, Hourly
Derek Dzingle Stolz & Associates, P.S. Tacoma CFP, CFA Percentage of assets
Devyn Deleon DeLeon Wealth Kennewick CFP Percentage of assets, Fixed fees
Elaine Chan FIOH Global Asset Management and Strategies Tacoma CFP Percentage of assets, Hourly
Eldon Fielding-Monson Monson Wealth Management Kennewick CFP Percentage of assets, Hourly
Hart Williams Cloud Capital Management Seattle Not listed Percentage of assets
Hope Broucek Financial Planning for Real People Seattle ChFC Hourly, Percentage of assets
Ian Mitz Mitz Wealth Management Pasco CFP, ChFC Percentage of assets, Hourly
Jason Martel Martel Wealth Advisors Vancouver CFP Percentage of assets
John Griffin Mainsail Financial Group Bellevue CFP Ongoing planning fee
John Wilbourne Occidental Asset Management Bellevue Not listed Ongoing planning fee
Jose Barbosa Singer Wealth Management Seattle ChFC Hourly
Joy Stenehjem Leonard Rickey Investment Advisors Yakima CFP Flat fee or retainer, Hourly
Kathryn Kokenge TrueWealth Financial Partners San Diego Bellevue CFP, CFA Percentage of assets, Fixed fees
Kory Lackey Cloud Capital Management Seattle Not listed Percentage of assets
Kyle Rash Champion Financial Planning Anacortes ChFC Hourly, Flat fee or retainer
Laurie Klein Kaizen Financial Advisors Kirkland CFP Percentage of assets, Hourly
Mark Martel Martel Wealth Advisors Vancouver CFP Percentage of assets
Maura Madden Maura Madden Financial Planning Seattle CFP Hourly, One-time planning fee
Michelle Robinson Stolz & Associates, P.S. Tacoma CFP Percentage of assets
Patrick Fletcher GenSphere Private Wealth Gig Harbor CFP Percentage of assets, One-time planning fee
Sean Cooper Fit Financial Consulting Morton CFP, CFA Percentage of assets, Hourly
Sean Sternbach Cloud Capital Management Seattle Not listed Percentage of assets
Sprague Kolp Opal Advisors Bellevue CFP Percentage of assets, Performance-based fees
Zachary Cole Arrowstone Wealth Malaga CFP Percentage of assets
Andrea Silbernagel Fort Vancouver Investment Management Vancouver CFP Percentage of assets
Andrew Bloom MB Generational Wealth Spokane CFP, CFA Percentage of assets
Austen Auger Shira Ridge Wealth Management Vacouver Not listed Percentage of assets
Austin Dean Waystone Advisors Redmond CFP, ChFC Percentage of assets, Hourly
Benjamin Smith Briarwood Financial Gig Harbor CFP Ongoing planning fee, One-time planning fee
Candace Duecker Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Chad Glover Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Charles Johnson Differential Planning Silverdale CFA Hourly
Christopher Jernstrom Ironstream Capital Seattle CFA Percentage of assets
Dan Kanivas Triple Summit Advisors Mercer Island CFP, CFA Percentage of assets, Flat fee or retainer

Firms headquartered in Washington (298)

All 298 firms in Washington