Fee-only financial advisors in Bellevue, Washington
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jeffrey Walters Advisia Financial Planning, LLC Holds the CFP and EA. Fees on file: hourly.
- Daniel Frankel WealthCollab Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Lars Phillips Avier Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets.
- Kathryn Kokenge TrueWealth Financial Partners San Diego Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Joshua Betts Aletheian Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Kevin Estes Scaled Finance, LLC Holds the CFP. Fees on file: hourly, one-time planning fee.
By the numbers
- Advisors listed
- 110
- Firms
- 39
- Hold the CFP
- 37%
- Other credentials: CFA 11% · EA 1% · ChFC 5%
- How they charge (of 110 with fees on file): percentage of assets 89% · fixed fees 48% · hourly 25% · flat fee or retainer 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Bellevue by what you need
Find an advisor in Washington by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Bellevue
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.
All 110 advisors in Bellevue
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. | Scaled Finance, LLC | Bellevue | CFP, MBA | Hourly, One-time planning fee |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Jeffrey Walters Hourly, fee-only advice on planning, taxes and investments for DIY investors who want to keep managing their own portfolios. | Advisia Financial Planning, LLC | Bellevue | CFP, EA | Hourly |
| Jeff Tolsma | Tolsma Investments, LLC | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Jamieson Hopp | Millennial Wealth, LLC | Bellevue | CFP, BFA, CBDA, CEPA | Percentage of assets, Hourly |
| S Yeyni | Wealth-Builders | Bellevue | CFP | Percentage of assets, Hourly |
| Brian Mars | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| John Wright | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Lucas Baker | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Scott Jewett | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Brandon Steele | Mainsail Financial Group | Bellevue | CFP | Ongoing planning fee |
| John Griffin | Mainsail Financial Group | Bellevue | CFP | Ongoing planning fee |
| John Wilbourne | Occidental Asset Management | Bellevue | Not listed | Ongoing planning fee |
| Kathryn Kokenge | TrueWealth Financial Partners San Diego | Bellevue | CFP, CFA | Percentage of assets, Fixed fees |
| Sprague Kolp | Opal Advisors | Bellevue | CFP | Percentage of assets, Performance-based fees |
| Emily Weed | Emerald Advisors | Bellevue | CFP | Percentage of assets, Fixed fees |
| Joshua Betts | Aletheian Wealth Advisors | Bellevue | CFP, CFA | Percentage of assets, Fixed fees |
| Kevin Erwert | Aletheian Wealth Advisors | Bellevue | CFP | Percentage of assets, Fixed fees |
| Andrew Hall | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Bradley Van Vechten | Private Wealth Management Solutions | Bellevue | CFP, ChFC | Percentage of assets, Hourly |
| Brock Mackenzie | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Connor Ridgeway | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| Daniel Reuben | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Elizabeth Sowle | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Kathleen Carbone | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Kevin Penner | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Michael Emery | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| Peter Besel | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Stacee Kratovil | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Matthew Hill | Emerald Advisors | Bellevue | CFA | Percentage of assets, Fixed fees |
| Michael McFerran | Emerald Advisors | Bellevue | ChFC | Percentage of assets, Fixed fees |
| 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 Kleyn | Aletheian Wealth Advisors | Bellevue | CFA | Percentage of assets, Fixed fees |
| Adam Laibson | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Adam Zimmerman | Columbia River Advisors | Bellevue | ChFC | Percentage of assets, Hourly |
| Adrian Fernandez | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Bao Ly | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Christina Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Christopher Niemela | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Felicia Fly | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Jack Dolan | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| 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 |
| Joshua Moore | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Justin Young | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Michael Brown | Foresee Wealth Advisors | Bellevue | 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 |
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