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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
Ngoc Thuy Vy Nguyen Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Nicholas Wold Alitus Financial Fircrest PFS Percentage of assets
Nick Reilly One Day Wealth Seattle CFP Percentage of assets, Hourly
Noah Schwab Stewardship Concepts Financial Services, LLC Spokane CFP Percentage of assets, Hourly
Preston Eder HFG Trust Kennewick Not listed Percentage of assets, Hourly
Quinn Vicars Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Rachel Jennison Paysse Jennison Mercer Island CFP Hourly, Flat fee or retainer
Randy Lundy PracticeCFO Seattle Not listed Percentage of assets, Fixed fees
Reid Kitagawa Kanso Capital Kirkland CFP, MBA Percentage of assets, Hourly
Rey Santodomingo Garde Capital Seattle CFP, CFA Percentage of assets, Hourly
Richard Severs Garde Capital Seattle CFP, CFA Percentage of assets, Hourly
Riley Poppy Ignite Financial Planning, LLC Seattle BFA, CFP, RICP Not listed
Robert Keilin Signal Financial Planning, LLC Issaquah CFP Percentage of assets, Hourly
Roy Hamrick Hamrick Investment Counsel Seattle CFA Percentage of assets
Ruchi Sengar Better Financial Services Federal Way Not listed Percentage of assets, Hourly
S Bean Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Scott Caufield Sophos Wealth Management Woodinville Not listed Percentage of assets
Sean Gross Telos Wealth Management Wenatchee CFP Hourly
Shaina Englund Ceva Advisors Woodinville Not listed Percentage of assets, Hourly
Shalina Martos Martos Wealth Management LLC Bellevue CDFA, CFP, Chartered SRI Counselor, CIMA Percentage of assets, Fixed fees
Steve McConnell Rain Dog Financial Bellevue CFP, ChFC Percentage of assets, Fixed fees
Steven Hillstead Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Steven Kleyn Aletheian Wealth Advisors Bellevue CFA Percentage of assets, Fixed fees
Susan Schreiner Schreiner Financial Solutions Aberdeen CFP, EA Hourly
Terry Bradford-Crane BradfordCrane Company LLC South Colby CFP, MBA Hourly, Fixed fees
Timothy Mosier Cairn Wealth Management Vancouver Not listed Percentage of assets, Hourly
Tricia Eliason Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Tyson Farmer Vega Financial Mercer Island Not listed Percentage of assets, Hourly
Adam Laibson Mainsail Financial Group Bellevue Not listed Ongoing planning fee
Adam Van Ness Northwest Straits Financial Services Bellingham Not listed Percentage of assets, Hourly
Adam Zimmerman Columbia River Advisors Bellevue ChFC Percentage of assets, Hourly
Adrian Fernandez Opal Advisors Bellevue Not listed Percentage of assets, Performance-based fees
Alan Kepfer Aspen Financial Management Cheney Not listed Percentage of assets, Hourly
Andrew McDirmid Lodestone Wealth Management Spokane Not listed Percentage of assets, Fixed fees
Andrew Strong Martel Wealth Advisors Vancouver Not listed Percentage of assets
Bao Ly Opal Advisors Bellevue Not listed Percentage of assets, Performance-based fees
Benjamin Lies Delphi Advisers Vancouver Not listed Percentage of assets, One-time planning fee
Bruce Herbert Newground Social Investment Seattle Not listed Percentage of assets, Hourly
Bruce Petrie Petrie Capital Management Seattle Not listed Percentage of assets, Performance-based fees
Christina Hua Opal Advisors Bellevue Not listed Percentage of assets, Performance-based fees
Christopher Cubbage Opportunus Wealth Management Gig Harbor Not listed Percentage of assets, Hourly
Christopher Niemela Foresee Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Cody Gunn Arrowstone Wealth Malaga Not listed Percentage of assets
David Ream Blue Water Wealth Seattle Not listed Percentage of assets, Fixed fees
David Williams Multnomah Group Port Orchard CFA Percentage of assets, Hourly
David Young Summit Family Office Services Woodinville CFA Percentage of assets, Hourly
Devin Jackson Martel Wealth Advisors Vancouver Not listed Percentage of assets
Dipit Gupta Finomenon Kirkland Not listed Percentage of assets, Hourly
Dirk Bernd Leonard Rickey Investment Advisors Yakima Not listed Flat fee or retainer, Hourly
Don Morgan Colmina Spokane Valley Not listed Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington