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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
Melissa Johnson Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Michael Baltzell Columbia River Financial Group Vancouver CFP Percentage of assets
Michael Emery Leeward Financial Partners Bellevue CFA Percentage of assets, Hourly
Michael Thayer Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Michelle Moyer Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Neil Rose Regency Capital Management Bainbridge Island CFA Percentage of assets
Noah Fenz Investors Portfolio Services Puyallup Not listed Percentage of assets, Hourly
Paul Hegdahl Hegdahl Investment Management Seattle CFA Percentage of assets, Fixed fees
Peter Besel Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
Ronald Peck Fearless Wealth Kirkland CFP Percentage of assets
Samuel Armour Armour Wealth Advisors Tumwater CFP Percentage of assets
Stacee Kratovil Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
Stephen Kriha Tenere Financial Sammamish Not listed Percentage of assets
Steven Fox-Middleton SFM Financial Advisors Vancouver CFP Percentage of assets
Stuart Quint Ambassador Wealth Management Vancouver CFA Percentage of assets, Hourly
Tera Probst Sound Legacy Wealth Advisors Kirkland Not listed Percentage of assets
Thomas Bailey Broadview Wealth Management Kirkland Not listed Percentage of assets, One-time planning fee
Thomas Fletcher GenSphere Private Wealth Gig Harbor CFA Percentage of assets, One-time planning fee
Wendy Wyatt Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Adam Powell Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Adrienne Ross APFORIA, LTD Spokane CFP, ChFC, AFC Percentage of assets, Hourly
Amanda Dixon Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Angelina Bulbotka Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Anthony Farina Capital Advisors Wealth Management Yakima CFP Percentage of assets, Hourly
Benjamin Englund Ceva Advisors Woodinville Not listed Percentage of assets, Hourly
Brian Drumhiller Capital Advisors Wealth Management Yakima CFP Percentage of assets, Hourly
Celeste Yu Two Firs Financial Seattle CFP, EA Percentage of assets, Hourly
Charles Petitjean Barker Wealth Management Camas CFP Percentage of assets, Hourly
Clinton Carpenter Eckman Wealth Management Seattle Not listed Percentage of assets, Fixed fees
Dillon Quintana Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Dominic Hubert Schmidt Financial Management Kirkland Not listed Percentage of assets
Eric Penz Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Garrick Russell HFG Trust Kennewick Not listed Percentage of assets, Hourly
George Chacko Convexity Wealth Management Seattle Not listed Percentage of assets
Gregory Barker Barker Wealth Management Camas CFP Percentage of assets, Hourly
Henry Wurst Garde Capital Seattle CFP Percentage of assets, Hourly
Jack Dukeminier Blue River Capital Management Vancouver CFA Percentage of assets
James Petricciani Convexity Wealth Management Seattle Not listed Percentage of assets
Jason Preti Unleashed Financial LLC Kirkland CFP Percentage of assets, Hourly
Jeffrey Ross The Planner's Edge Mercer Island CFP Percentage of assets, Ongoing planning fee
Jon Zetlmaier Zetlmaier Wealth Management LLC Seattle AIF, CFP Percentage of assets, Hourly
Kurt Heineman Vision Casting Financial Planning, LLC Spokane CFP Percentage of assets, Hourly
Levi Westra Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Lydia Lok Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Mailinh Vu Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Matthew Hill Emerald Advisors Bellevue CFA Percentage of assets, Fixed fees
Meg Bartelt Flow Financial Planning Bellingham CFP, MSFP, RICP Percentage of assets, Fixed fees
Michael McFerran Emerald Advisors Bellevue ChFC Percentage of assets, Fixed fees
Michael Ruff Rainier Family Wealth Tacoma CFA Percentage of assets
Mohammed Khalid Nabata Investment Group Mountlake Terrace Not listed Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington