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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
Dustin Allbery Northwest Planning Advisors Spokane Not listed Percentage of assets, Hourly
Edward Riley Colmina Seattle Not listed Percentage of assets, Hourly
Ellie Buntin Leonard Rickey Investment Advisors Yakima Not listed Flat fee or retainer, Hourly
Eric Linger Sherwood Investments Redmond Not listed Percentage of assets
Felicia Fly Mainsail Financial Group Bellevue Not listed Ongoing planning fee
Gunnar Harrison Leonard Rickey Investment Advisors Yakima Not listed Flat fee or retainer, Hourly
Harry Lawrence UpFront Financial Planning Spokane Not listed Ongoing planning fee
Jack Dolan Parcion Private Wealth Bellevue CFA Percentage of assets, Fixed fees
James Hallett Hallett Advisors Port Angeles Not listed Percentage of assets, Hourly
James Hua Opal Advisors Bellevue Not listed Percentage of assets, Performance-based fees
James Ridgeway Leeward Financial Partners Bellevue Not listed Percentage of assets, Hourly
Jamie Langlow TrueWealth Financial Partners San Diego Bellevue Not listed Percentage of assets, Fixed fees
Jason Wilson Hallett Advisors Port Angeles Not listed Percentage of assets, Hourly
Jeffrey Martin Capital Investment Management Edmonds ChFC Percentage of assets
Joshua Moore Mainsail Financial Group Bellevue Not listed Ongoing planning fee
Julie Scott Martel Wealth Advisors Sequim Not listed Percentage of assets
Justin Young Opal Advisors Bellevue Not listed Percentage of assets, Performance-based fees
Konner DeLeon DeLeon Wealth Kennewick Not listed Percentage of assets, Fixed fees
Lettie Sihota Capstone RIA Sumas Not listed Percentage of assets
Lloyd Caudle Martel Wealth Advisors Vancouver Not listed Percentage of assets
Martin Link Blue Water Wealth Seattle Not listed Percentage of assets, Fixed fees
Matthew Hargreaves Leonard Rickey Investment Advisors Yakima Not listed Flat fee or retainer, Hourly
Matthew Pickett Colmina Seattle Not listed Percentage of assets, Hourly
Michael Brown Foresee Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Michele Madasz Martel Wealth Advisors Vancouver Not listed Percentage of assets
Nathan Dively Colmina Seattle Not listed Percentage of assets, Hourly
Nathan Mumford Parcion Private Wealth Bellevue CFA Percentage of assets, Fixed fees
Patrick Severson TrueWealth Financial Partners San Diego Bellevue Not listed Percentage of assets, Fixed fees
Petr Burunov Ambassador Wealth Management Vancouver Not listed Percentage of assets, Hourly
Quentin Rickey Leonard Rickey Investment Advisors Yakima Not listed Flat fee or retainer, Hourly
Robin Lin Lin Global Advisors Kirkland Not listed Percentage of assets
Ryan Halleran GenSphere Private Wealth Sammamish Not listed Percentage of assets, One-time planning fee
Samuel Wisneski TrueWealth Financial Partners San Diego Bellevue Not listed Percentage of assets, Fixed fees
Shabrish Menon Finomenon Kirkland Not listed Percentage of assets, Hourly
Stephen Allen Blackburn Financial Cashmere Not listed Percentage of assets, Hourly
Susan Van Tress Leonard Rickey Investment Advisors Yakima Not listed Flat fee or retainer, Hourly
Tonye Wokoma Mainsail Financial Group Bellevue Not listed Ongoing planning fee
Tyler Ryan Capstone RIA Bellingham Not listed Percentage of assets
Ward Williams Better Tomorrow Financial Seattle Not listed Flat fee or retainer
Wayne Best Tamalpais Asset Management La Conner Not listed Percentage of assets
William Beezley Olympic Financial Advisors Port Townsend Not listed Percentage of assets
William Hicks Sapling Wealth Management Seattle Not listed One-time planning fee
Zachary Cleveland Parcion Private Wealth Bellevue CFA Percentage of assets, Fixed fees
Anthony Rossi Integrated Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Austin Collins Integrated Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Cain Martin MB Generational Wealth Spokane Not listed Percentage of assets
Cathie Arthurs Wayfinding Financial Lynnwood Not listed Percentage of assets, Hourly
Charles Cutter Briarwood Financial Gig Harbor Not listed Ongoing planning fee, One-time planning fee
Christopher Grasmick Vickerman Investment Advisors Spokane Not listed Percentage of assets
Cody Barney Garde Capital Seattle CFA Percentage of assets, Hourly

Firms headquartered in Washington (298)

All 298 firms in Washington