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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
Deborah Wise Wise Planning Seattle CFP Ongoing planning fee
Douglas Haack Hamrick Investment Counsel Seattle CFP Percentage of assets
Emily Paukert Northern Capital Spokane CFP Percentage of assets
Emily Weed Emerald Advisors Bellevue CFP Percentage of assets, Fixed fees
Franklin Hsu NOMAD Capital Group Kirkland CFP Percentage of assets, Hourly
James Wilson Northern Capital Spokane CFP Percentage of assets
Jeffrey Fortner Geometric Advisors Seattle CFA Percentage of assets
Jeffrey Lang Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Jeffrey Zappone Chair Six Financial | Financial Planning Spokane PFS Hourly, Fixed fees
Joshua Betts Aletheian Wealth Advisors Bellevue CFP, CFA Percentage of assets, Fixed fees
Jun Chea Rainier Family Wealth Tacoma CFP Percentage of assets
Kevin Erwert Aletheian Wealth Advisors Bellevue CFP Percentage of assets, Fixed fees
Laura Hail Northern Capital Spokane CFP Percentage of assets
Logan Jones Northern Capital Spokane CFP Percentage of assets
Matthew Ebeling Fort Vancouver Investment Management Vancouver CFP Percentage of assets
Molly Chase Northern Capital Spokane CFP Percentage of assets
Rebecca Stapp Stapp Financial Olympia Not listed Percentage of assets
Richard Cullen Inland Financial Planning Spokane CFP Percentage of assets, Hourly
Robert Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Robert Pool Fort Vancouver Investment Management Vancouver CFP Percentage of assets
Seth Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Tor Benson Streamline Advisory Bellingham CFP One-time planning fee
Wendiguiata Ouedraogo McIlrath | Eck Arlington ChFC Percentage of assets, Hourly
Aaron Beeson Seek First Ellensburg Not listed Percentage of assets, Fixed fees
Aaron Terwedo TFS Advisors Edmonds ChFC Percentage of assets, Hourly
Alan Gammel Horizons Sustainable Financial Services Puyallup CFP Percentage of assets, Hourly
Andrew Hall MarsJewett Financial Group Bellevue Not listed Percentage of assets, Flat fee or retainer
Andrew Stolz Stolz & Associates, P.S. Tacoma CFA Percentage of assets
Ann Moore Martel Wealth Advisors Vancouver CFA Percentage of assets
Arijeet Singh Willow Grove Advisors Brier Not listed Percentage of assets, Hourly
Armand Doucette Surience Private Wealth Yakima CFP, ChFC Percentage of assets, Hourly
Bradley Van Vechten Private Wealth Management Solutions Bellevue CFP, ChFC Percentage of assets, Hourly
Brock Mackenzie MarsJewett Financial Group Bellevue Not listed Percentage of assets, Flat fee or retainer
Chad Peterson Columbia River Financial Group Vancouver CFP Percentage of assets
Clarissa Candelario Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Connor Ridgeway Leeward Financial Partners Bellevue CFA Percentage of assets, Hourly
Daniel Reuben Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
David Archibald Colmina Redmond CFA Percentage of assets, Hourly
Elizabeth Sowle MarsJewett Financial Group Bellevue Not listed Percentage of assets, Flat fee or retainer
Garrett Dastrup Opportunus Wealth Management Gig Harbor CFA Percentage of assets, Hourly
Jason Strough Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Joel Petersen Sound Legacy Wealth Advisors Kirkland Not listed Percentage of assets
Kaleigh Prentice Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Kara Branson Singer Wealth Management Seattle Not listed Hourly
Katherine Hardin Columbia River Financial Group Vancouver CFP Percentage of assets
Kathleen Carbone Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
Kathryn Young Financial Forum Spokane CFP Percentage of assets, Hourly
Kevin Penner Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
Kevin Pummill Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Matthew Augspurger Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington