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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
Daniel DeWhitt Waystone Advisors Redmond Not listed Percentage of assets, Hourly
Daniel Rutter Agate Pass Investment Management Bainbridge Island CFA Percentage of assets
David Martin MB Generational Wealth Spokane Not listed Percentage of assets
Dylan Bohnert Vickerman Investment Advisors Spokane Not listed Percentage of assets
Eric Kenney Kenney Wealth Issaquah Not listed Percentage of assets, Hourly
Ethyn Killinger Northern Capital Spokane Not listed Percentage of assets
Holly Breeden Fort Vancouver Investment Management Vancouver Not listed Percentage of assets
Jamie Edwards MYeCFO Edgewood Not listed Percentage of assets, Hourly
Jared Rasmussen Serene Point Advisors Ridgefield Not listed Percentage of assets, Hourly
Jedediah Sires Sound Investment Strategies Bothell Not listed Percentage of assets, Fixed fees
Jennifer Traynor Inland Financial Planning Spokane Not listed Percentage of assets, Hourly
Jeremy Houy Vickerman Investment Advisors Spokane Not listed Percentage of assets
Joseph Fondahn Fondahn CPA Walla Walla Not listed Percentage of assets, Hourly
Laurie Silva Northern Capital Spokane Not listed Percentage of assets
Marcus Holzschuh Vickerman Investment Advisors Spokane Not listed Percentage of assets
Matthew Porras Northern Capital Spokane Not listed Percentage of assets
Michael Bowers Pacific Northwest Asset Management Seattle CFA Percentage of assets
Michael Smith Emerald Advisors Bellevue Not listed Percentage of assets, Fixed fees
Michael Vickerman Vickerman Investment Advisors Spokane Not listed Percentage of assets
Michelle Warner Northern Capital Spokane Not listed Percentage of assets
Robert Doggett Polaris Asset Management Seattle Not listed Percentage of assets
Robert Fairbrook Wise Planning Seattle Not listed Ongoing planning fee
Robert Vickers Capital Advisors Wealth Management Yakima ChFC Percentage of assets, Hourly
Roy Hsu Evoke Financial Services Seattle Not listed Percentage of assets, Hourly
Shubham Acharya Ninja Wealth Advisors Federal Way Not listed Percentage of assets, Hourly
Stephen Guss Sound Investment Strategies Langley Not listed Percentage of assets, Fixed fees
Sylvia Gilmore Aletheian Wealth Advisors Bellevue Not listed Percentage of assets, Fixed fees
Thomas Klein Change Wealth Advisors Port Orchard Not listed Percentage of assets, Ongoing planning fee
Timothy Rhee Rainier Family Wealth Tacoma Not listed Percentage of assets
Todd Wathey Hamrick Investment Counsel Seattle Not listed Percentage of assets
Trent O'Neal Wayfinding Financial Lynnwood Not listed Percentage of assets, Hourly
Willard Bollenbach Agate Pass Investment Management Bainbridge Island CFA Percentage of assets
Abigail Miller Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Benjamin Addink Columbia River Advisors Tacoma Not listed Percentage of assets, Hourly
Bennett Wood Surience Private Wealth Yakima Not listed Percentage of assets, Hourly
Callie Hudson Financial Forum Spokane Not listed Percentage of assets, Hourly
Cassidy Stevick Columbia River Advisors Olympia Not listed Percentage of assets, Hourly
Chase Matriotti Chaney Capital Management Lynnwood Not listed Percentage of assets
Chase Munoz Rainier Capital Investment Olympia Not listed Percentage of assets, Hourly
Chris Wheeler Intirety Bellevue Not listed Flat fee or retainer, Percentage of assets
David Giannini Truvista Advisors Redmond Not listed Percentage of assets
David Schneider Waycross Investment Management Company Bellingham Not listed Percentage of assets, Hourly
Derek Kaufman Columbia River Financial Group Vancouver Not listed Percentage of assets
Diego Arias Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Donald Foy Columbia River Advisors Burien Not listed Percentage of assets, Hourly
Ethan Meikle Intirety Bellevue Not listed Flat fee or retainer, Percentage of assets
George Sisti On Course Financial Planning Woodinville Not listed Percentage of assets
Hannah Hein Chaney Capital Management Lynnwood Not listed Percentage of assets
Jacob O'Connell Chaney Capital Management Lynnwood Not listed Percentage of assets
James McClendon The Pacific Financial Group Bellevue Not listed Percentage of assets

Firms headquartered in Washington (298)

All 298 firms in Washington