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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
Jeffrey Comstock Financial Forum Spokane Not listed Percentage of assets, Hourly
Jeffrey Kauffman Summit Family Office Services Woodinville Not listed Percentage of assets, Hourly
Jennifer Nagai Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Joel Hussey Truvista Advisors Redmond Not listed Percentage of assets
Joseph Fleischmann Multnomah Group Bellingham Not listed Percentage of assets, Hourly
Kalena Laurent Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Kelli Denney Armour Wealth Advisors Tumwater Not listed Percentage of assets
Kevin Massey Chaney Capital Management Lynnwood Not listed Percentage of assets
Landy Comstock Financial Forum Spokane Not listed Percentage of assets, Hourly
Leonard Skiena S. R. Schill & Associates Mercer Island Not listed Percentage of assets, Fixed fees
Lino Marioni Waycross Investment Management Company Bellingham Not listed Percentage of assets, Hourly
Luther Hodges Waycross Investment Management Company Bellingham Not listed Percentage of assets, Hourly
Lynda Bartsch Chaney Capital Management Lynnwood Not listed Percentage of assets
Megan Meade The Pacific Financial Group Bellevue Not listed Percentage of assets
Michael Herr Summit Family Office Services Bellevue Not listed Percentage of assets, Hourly
Michael Ryan Waycross Investment Management Company Bellingham Not listed Percentage of assets, Hourly
Peter Finn Finn Wealth Spokane Not listed Percentage of assets
Richard Olsen The Pacific Financial Group Bellevue Not listed Percentage of assets
Samuel Khalil Wide Eye Capital Vancouver Not listed Ongoing planning fee
Scott Schill S. R. Schill & Associates Mercer Island Not listed Percentage of assets, Fixed fees
Shireen Sharma Intirety Bellevue Not listed Flat fee or retainer, Percentage of assets
Stanley Schill S. R. Schill & Associates Mercer Island Not listed Percentage of assets, Fixed fees
Stephen Chaney Chaney Capital Management Lynnwood Not listed Percentage of assets
Susanna Fraser Asset One Bellevue Not listed Percentage of assets
Terrance Cook Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Tyler Rockwell Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
William Ironmonger Intirety Bellevue Not listed Flat fee or retainer, Percentage of assets
Ashley Fancher Garde Capital Seattle Not listed Percentage of assets, Hourly
Bradley Van Aken Agate Pass Investment Management Bainbridge Island Not listed Percentage of assets
Brian Jennison Paysse Jennison Mercer Island Not listed Hourly, Flat fee or retainer
Connor Russell Capital Advisors Wealth Management Yakima Not listed Percentage of assets, Hourly
Deanna Nowadnick The Planner's Edge Mercer Island Not listed Percentage of assets, Ongoing planning fee
Edward Reinhart Capital Advisors Wealth Management Yakima Not listed Percentage of assets, Hourly
Elliot Ries Capital Advisors Wealth Management Yakima Not listed Percentage of assets, Hourly
Jason Kunkel Agate Pass Investment Management Bainbridge Island Not listed Percentage of assets
Jeffery Lippens Garde Capital Seattle Not listed Percentage of assets, Hourly
Lydja Williams Williams 360 Financial Advisory Bellevue Not listed One-time planning fee, Ongoing planning fee
Mackenzie Wamble Pacific Northwest Asset Management Seattle Not listed Percentage of assets
Marius Grigoriu Left Coast Investment Strategies Seattle Not listed Percentage of assets, Hourly
Marshal McReal Garde Capital Seattle Not listed Percentage of assets, Hourly
Paul Henderson Heritage Road Advisors, Inc. Seattle Not listed Percentage of assets, Hourly
Ryan Kinerk Garde Capital Seattle Not listed Percentage of assets, Hourly
Ryan Rourke The Planner's Edge Mercer Island Not listed Percentage of assets, Ongoing planning fee
Sean George Elderrock Financial Everett Not listed Hourly, Percentage of assets
Stuart McGehee Pacific Northwest Asset Management Seattle Not listed Percentage of assets
Thomas Gerson Blair Hall Advisors Seattle Not listed Percentage of assets, Hourly
Thomas Owens Garde Capital Seattle Not listed Percentage of assets, Hourly
Aaren Strand Avier Wealth Advisors Bellevue CFP Percentage of assets
Alan Hensley Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Alexander Morrow Faire Capital Group Gig Harbor CFP Percentage of assets, Performance-based fees

Firms headquartered in Washington (298)

All 298 firms in Washington