# Fee-only financial advisors in Bellevue, Washington > Start with a fee-only advisor in Bellevue whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jeffrey Walters of Advisia Financial Planning, LLC, Daniel Frankel of WealthCollab and Lars Phillips of Avier Wealth Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/washington/bellevue/ 110 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Bellevue? Start with a fee-only advisor in Bellevue whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jeffrey Walters of Advisia Financial Planning, LLC, Daniel Frankel of WealthCollab and Lars Phillips of Avier Wealth Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Bellevue are there? The Wellspent public graph lists 110 fee-only advisors in Bellevue, at 39 firms. We counted every advisor record that fits, as of November 2026. ## What do fee-only advisors in Bellevue focus on? The most common focus among fee-only advisors in Bellevue is estate planning (42), followed by tax planning (32) and retirement planning (31). Advisors can list more than one. ## How do fee-only advisors in Bellevue charge? The most common fee among fee-only advisors in Bellevue is a percentage of assets, used by 89% of the 110 with fees on file. Many use more than one: 48% charge fixed fees and 25% charge by the hour. ## How much do fee-only financial advisors charge in Washington? Fee-only financial advisors in Washington charge a median of $4,500 a year for ongoing planning. We found this across the published prices of 25 Washington firms. ## How many fee-only advisors in Bellevue hold the CFP? 37% of the 110 fee-only advisors in Bellevue hold the CFP certification, based on the credentials listed on each record. ## Does Washington tax income? Washington doesn't tax wages, but it does tax large long-term capital gains, which matters when you sell stock or a business. ## How current is this list of fee-only advisors in Bellevue? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly, One-time planning fee | | [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel.md) | WealthCollab | Bellevue, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters.md) | Advisia Financial Planning, LLC | Bellevue, Washington | CFP, EA | Hourly | | [Jeff Tolsma](https://find.wellspent.co/advisors/jeff-tolsma.md) | Tolsma Investments, LLC | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly | | [Jamieson Hopp](https://find.wellspent.co/advisors/jamieson-hopp.md) | Millennial Wealth, LLC | Bellevue, Washington | CFP, BFA, CBDA, CEPA, CPWA, ECA | Percentage of assets, Hourly, Fixed fees | | [S Yeyni](https://find.wellspent.co/advisors/s-yeyni.md) | Wealth-Builders | Bellevue, Washington | CFP | Percentage of assets, Hourly | | [Brian Mars](https://find.wellspent.co/advisors/brian-mars.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | | [John Wright](https://find.wellspent.co/advisors/john-wright.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | | [Lucas Baker](https://find.wellspent.co/advisors/lucas-baker.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | | [Scott Jewett](https://find.wellspent.co/advisors/scott-jewett.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | | [Brandon Steele](https://find.wellspent.co/advisors/brandon-steele.md) | Mainsail Financial Group | Bellevue, Washington | CFP | Ongoing planning fee | | [John Griffin](https://find.wellspent.co/advisors/john-griffin.md) | Mainsail Financial Group | Bellevue, Washington | CFP | Ongoing planning fee | | [John Wilbourne](https://find.wellspent.co/advisors/john-wilbourne.md) | Occidental Asset Management | Bellevue, Washington | | Ongoing planning fee | | [Kathryn Kokenge](https://find.wellspent.co/advisors/kathryn-kokenge.md) | TrueWealth Financial Partners San Diego | Bellevue, Washington | CFP, CFA | Percentage of assets, Fixed fees | | [Sprague Kolp](https://find.wellspent.co/advisors/sprague-kolp.md) | Opal Advisors | Bellevue, Washington | CFP | Percentage of assets, Performance-based fees | | [Emily Weed](https://find.wellspent.co/advisors/emily-weed.md) | Emerald Advisors | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Joshua Betts](https://find.wellspent.co/advisors/joshua-betts.md) | Aletheian Wealth Advisors | Bellevue, Washington | CFP, CFA | Percentage of assets, Fixed fees | | [Kevin Erwert](https://find.wellspent.co/advisors/kevin-erwert.md) | Aletheian Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Andrew Hall](https://find.wellspent.co/advisors/andrew-hall-7780634.md) | MarsJewett Financial Group | Bellevue, Washington | | Percentage of assets, Flat fee or retainer | | [Bradley Van Vechten](https://find.wellspent.co/advisors/bradley-van-vechten.md) | Private Wealth Management Solutions | Bellevue, Washington | CFP, ChFC | Percentage of assets, Hourly | | [Brock Mackenzie](https://find.wellspent.co/advisors/brock-mackenzie.md) | MarsJewett Financial Group | Bellevue, Washington | | Percentage of assets, Flat fee or retainer | | [Connor Ridgeway](https://find.wellspent.co/advisors/connor-ridgeway.md) | Leeward Financial Partners | Bellevue, Washington | CFA | Percentage of assets, Hourly | | [Daniel Reuben](https://find.wellspent.co/advisors/daniel-reuben.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Elizabeth Sowle](https://find.wellspent.co/advisors/elizabeth-sowle.md) | MarsJewett Financial Group | Bellevue, Washington | | Percentage of assets, Flat fee or retainer | | [Kathleen Carbone](https://find.wellspent.co/advisors/kathleen-carbone.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Kevin Penner](https://find.wellspent.co/advisors/kevin-penner.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Michael Emery](https://find.wellspent.co/advisors/michael-emery.md) | Leeward Financial Partners | Bellevue, Washington | CFA | Percentage of assets, Hourly | | [Peter Besel](https://find.wellspent.co/advisors/peter-besel.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Stacee Kratovil](https://find.wellspent.co/advisors/stacee-kratovil.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Matthew Hill](https://find.wellspent.co/advisors/matthew-hill.md) | Emerald Advisors | Bellevue, Washington | CFA | Percentage of assets, Fixed fees | | [Michael McFerran](https://find.wellspent.co/advisors/michael-mcferran.md) | Emerald Advisors | Bellevue, Washington | ChFC | Percentage of assets, Fixed fees | | [Shalina Martos](https://find.wellspent.co/advisors/shalina-martos.md) | Martos Wealth Management LLC | Bellevue, Washington | CDFA, CFP, Chartered SRI Counselor, CIMA | Percentage of assets, Fixed fees | | [Steve McConnell](https://find.wellspent.co/advisors/steve-mcconnell.md) | Rain Dog Financial | Bellevue, Washington | CFP, ChFC | Percentage of assets, Fixed fees | | [Steven Kleyn](https://find.wellspent.co/advisors/steven-kleyn.md) | Aletheian Wealth Advisors | Bellevue, Washington | CFA | Percentage of assets, Fixed fees | | [Adam Laibson](https://find.wellspent.co/advisors/adam-laibson.md) | Mainsail Financial Group | Bellevue, Washington | | Ongoing planning fee | | [Adam Zimmerman](https://find.wellspent.co/advisors/adam-zimmerman.md) | Columbia River Advisors | Bellevue, Washington | ChFC | Percentage of assets, Hourly | | [Adrian Fernandez](https://find.wellspent.co/advisors/adrian-fernandez.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [Bao Ly](https://find.wellspent.co/advisors/bao-ly.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [Christina Hua](https://find.wellspent.co/advisors/christina-hua.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [Christopher Niemela](https://find.wellspent.co/advisors/christopher-niemela.md) | Foresee Wealth Advisors | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees | | [Felicia Fly](https://find.wellspent.co/advisors/felicia-fly.md) | Mainsail Financial Group | Bellevue, Washington | | Ongoing planning fee | | [Jack Dolan](https://find.wellspent.co/advisors/jack-dolan.md) | Parcion Private Wealth | Bellevue, Washington | CFA | Percentage of assets, Fixed fees | | [James Hua](https://find.wellspent.co/advisors/james-hua.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [James Ridgeway](https://find.wellspent.co/advisors/james-ridgeway.md) | Leeward Financial Partners | Bellevue, Washington | | Percentage of assets, Hourly | | [Jamie Langlow](https://find.wellspent.co/advisors/jamie-langlow.md) | TrueWealth Financial Partners San Diego | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Joshua Moore](https://find.wellspent.co/advisors/joshua-moore.md) | Mainsail Financial Group | Bellevue, Washington | | Ongoing planning fee | | [Justin Young](https://find.wellspent.co/advisors/justin-young.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [Michael Brown](https://find.wellspent.co/advisors/michael-brown-2450603.md) | Foresee Wealth Advisors | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees | | [Nathan Mumford](https://find.wellspent.co/advisors/nathan-mumford.md) | Parcion Private Wealth | Bellevue, Washington | CFA | Percentage of assets, Fixed fees | | [Patrick Severson](https://find.wellspent.co/advisors/patrick-severson.md) | TrueWealth Financial Partners San Diego | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Samuel Wisneski](https://find.wellspent.co/advisors/samuel-wisneski.md) | TrueWealth Financial Partners San Diego | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Tonye Wokoma](https://find.wellspent.co/advisors/tonye-wokoma.md) | Mainsail Financial Group | Bellevue, Washington | | Ongoing planning fee | | [Zachary Cleveland](https://find.wellspent.co/advisors/zachary-cleveland.md) | Parcion Private Wealth | Bellevue, Washington | CFA | Percentage of assets, Fixed fees | | [Anthony Rossi](https://find.wellspent.co/advisors/anthony-rossi.md) | Integrated Wealth Advisors | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees | | [Austin Collins](https://find.wellspent.co/advisors/austin-collins.md) | Integrated Wealth Advisors | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees | | [Michael Smith](https://find.wellspent.co/advisors/michael-smith-4973573.md) | Emerald Advisors | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Sylvia Gilmore](https://find.wellspent.co/advisors/sylvia-gilmore.md) | Aletheian Wealth Advisors | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Abigail Miller](https://find.wellspent.co/advisors/abigail-miller.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Chris Wheeler](https://find.wellspent.co/advisors/chris-wheeler.md) | Intirety | Bellevue, Washington | | Flat fee or retainer, Percentage of assets | | [Diego Arias](https://find.wellspent.co/advisors/diego-arias.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Ethan Meikle](https://find.wellspent.co/advisors/ethan-meikle.md) | Intirety | Bellevue, Washington | | Flat fee or retainer, Percentage of assets | | [James McClendon](https://find.wellspent.co/advisors/james-mcclendon.md) | The Pacific Financial Group | Bellevue, Washington | | Percentage of assets | | [Jennifer Nagai](https://find.wellspent.co/advisors/jennifer-nagai.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Kalena Laurent](https://find.wellspent.co/advisors/kalena-laurent.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Megan Meade](https://find.wellspent.co/advisors/megan-meade.md) | The Pacific Financial Group | Bellevue, Washington | | Percentage of assets | | [Michael Herr](https://find.wellspent.co/advisors/michael-herr.md) | Summit Family Office Services | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Richard Olsen](https://find.wellspent.co/advisors/richard-olsen.md) | The Pacific Financial Group | Bellevue, Washington | | Percentage of assets | | [Shireen Sharma](https://find.wellspent.co/advisors/shireen-sharma.md) | Intirety | Bellevue, Washington | | Flat fee or retainer, Percentage of assets | | [Susanna Fraser](https://find.wellspent.co/advisors/susanna-fraser.md) | Asset One | Bellevue, Washington | | Percentage of assets | | [Terrance Cook](https://find.wellspent.co/advisors/terrance-cook.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Tyler Rockwell](https://find.wellspent.co/advisors/tyler-rockwell.md) | Parcion Private Wealth | Bellevue, Washington | | Percentage of assets, Fixed fees | | [William Ironmonger](https://find.wellspent.co/advisors/william-ironmonger.md) | Intirety | Bellevue, Washington | | Flat fee or retainer, Percentage of assets | | [Lydja Williams](https://find.wellspent.co/advisors/lydja-williams.md) | Williams 360 Financial Advisory | Bellevue, Washington | | One-time planning fee, Ongoing planning fee | | [Aaren Strand](https://find.wellspent.co/advisors/aaren-strand.md) | Avier Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets | | [Courtney Gehrmann](https://find.wellspent.co/advisors/courtney-gehrmann.md) | Avier Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets | | [David Welty](https://find.wellspent.co/advisors/david-welty.md) | Avier Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets | | [Kelly Kolstad](https://find.wellspent.co/advisors/kelly-kolstad.md) | Paul R. Ried Financial Group | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Kenneth Powell](https://find.wellspent.co/advisors/kenneth-powell.md) | Paul R. Ried Financial Group | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Lars Phillips](https://find.wellspent.co/advisors/lars-phillips.md) | Avier Wealth Advisors | Bellevue, Washington | CFP, CFA | Percentage of assets | | [Madison Williams](https://find.wellspent.co/advisors/madison-williams.md) | Avier Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets | | [Michael Miller](https://find.wellspent.co/advisors/michael-miller-735841.md) | Capital Planning | Bellevue, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Michael Vila](https://find.wellspent.co/advisors/michael-vila.md) | Bellevue Asset Management | Bellevue, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Ried](https://find.wellspent.co/advisors/paul-ried.md) | Paul R. Ried Financial Group | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Raphael Luis De Ocampo](https://find.wellspent.co/advisors/raphael-luis-de-ocampo.md) | Avier Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets | | [Saloni Gupta](https://find.wellspent.co/advisors/saloni-gupta.md) | Avier Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets | | [Samantha Torres](https://find.wellspent.co/advisors/samantha-torres.md) | Avier Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets | | [Tiffany Stoner](https://find.wellspent.co/advisors/tiffany-stoner.md) | Avier Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets | | [Timothy Kimmel](https://find.wellspent.co/advisors/timothy-kimmel.md) | Paul R. Ried Financial Group | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Wei Cao](https://find.wellspent.co/advisors/wei-cao.md) | JWC Advisors | Bellevue, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Brenda Lee](https://find.wellspent.co/advisors/brenda-lee.md) | Capital Planning | Bellevue, Washington | ChFC | Percentage of assets, Hourly, Fixed fees | | [John Osseward](https://find.wellspent.co/advisors/john-osseward.md) | Avier Wealth Advisors | Bellevue, Washington | CFA | Percentage of assets | | [Adam Jordan](https://find.wellspent.co/advisors/adam-jordan.md) | Paul R. Ried Financial Group | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Alexander Castaneda](https://find.wellspent.co/advisors/alexander-castaneda.md) | Avier Wealth Advisors | Bellevue, Washington | | Percentage of assets | | [Christian Miller](https://find.wellspent.co/advisors/christian-miller.md) | Capital Planning | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees | | [Christopher Pfau](https://find.wellspent.co/advisors/christopher-pfau.md) | Lakemont Wealth | Bellevue, Washington | | Percentage of assets | | [Cory Baer](https://find.wellspent.co/advisors/cory-baer.md) | Strait & Sound | Bellevue, Washington | | Percentage of assets, Hourly | | [Daniel Shen](https://find.wellspent.co/advisors/daniel-shen.md) | Paul R. Ried Financial Group | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Georgia Maloy](https://find.wellspent.co/advisors/georgia-maloy.md) | Paul R. Ried Financial Group | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Jason Miller](https://find.wellspent.co/advisors/jason-miller.md) | Paul R. Ried Financial Group | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Jill McVey](https://find.wellspent.co/advisors/jill-mcvey.md) | Bellevue Asset Management | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees | | [Justin Vestman](https://find.wellspent.co/advisors/justin-vestman.md) | Lake Avenue Financial | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees | | [Marat Mor](https://find.wellspent.co/advisors/marat-mor.md) | Asymmetric Advantage Capital Management | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Martha McNeely](https://find.wellspent.co/advisors/martha-mcneely.md) | Creative Money | Bellevue, Washington | | Hourly, Fixed fees | | [Michael Kappes](https://find.wellspent.co/advisors/michael-kappes.md) | Next Steps Advisors | Bellevue, Washington | | Percentage of assets | | [Mitchell Freedman](https://find.wellspent.co/advisors/mitchell-freedman.md) | Strait & Sound | Bellevue, Washington | | Percentage of assets, Hourly | | [Nicholas Wright](https://find.wellspent.co/advisors/nicholas-wright.md) | Avier Wealth Advisors | Bellevue, Washington | | Percentage of assets | | [Paul Pineda](https://find.wellspent.co/advisors/paul-pineda.md) | Asymmetric Advantage Capital Management | Bellevue, Washington | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Richard Philipovich](https://find.wellspent.co/advisors/richard-philipovich.md) | Adair Wealth Management | Bellevue, Washington | | Percentage of assets, Hourly | | [Robert Dainard](https://find.wellspent.co/advisors/robert-dainard.md) | Hara Capital | Bellevue, Washington | | Percentage of assets | | [Stanley Woodrome](https://find.wellspent.co/advisors/stanley-woodrome.md) | Paul R. Ried Financial Group | Bellevue, Washington | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).