# Fee-only financial advisors in Kirkland, Washington

> Start with a fee-only advisor in Kirkland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Dwayne Reinike of Valiant Financial Planning, Brian Gawthrop of Five Cedars Financial, LLC and Franklin Hsu of NOMAD Capital Group, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/washington/kirkland/
27 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## Which fee-only financial advisor should I talk to in Kirkland?

Start with a fee-only advisor in Kirkland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Dwayne Reinike of Valiant Financial Planning, Brian Gawthrop of Five Cedars Financial, LLC and Franklin Hsu of NOMAD Capital Group, chosen for their credentials and fees on file.

## How many fee-only advisors in Kirkland are there?

The Wellspent public graph lists 27 fee-only advisors in Kirkland, at 19 firms. We counted every advisor record that fits, as of October 2026.

## What do fee-only advisors in Kirkland focus on?

The most common focus among fee-only advisors in Kirkland is estate planning (8), followed by retirement planning (7) and founders (7). Advisors can list more than one.

## How do fee-only advisors in Kirkland charge?

The most common fee among fee-only advisors in Kirkland is a percentage of assets, used by 89% of the 27 with fees on file. Many use more than one: 67% charge by the hour and 52% charge fixed fees.

## 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 Kirkland hold the CFP?

37% of the 27 fee-only advisors in Kirkland 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 Kirkland?

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 |
|---|---|---|---|---|
| [Dwayne Reinike](https://find.wellspent.co/advisors/dwayne-reinike.md) | Valiant Financial Planning | Kirkland, Washington | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| [Katy Cook](https://find.wellspent.co/advisors/katy-cook.md) | Abacus Financial Planning | Kirkland, Washington | CFP, PhD | Percentage of assets, Hourly |
| [Brian Gawthrop](https://find.wellspent.co/advisors/brian-gawthrop.md) | Five Cedars Financial, LLC | Kirkland, Washington | CFP | Ongoing planning fee |
| [Robert MacRae](https://find.wellspent.co/advisors/robert-macrae.md) | Robinswood Financial | Kirkland, Washington | CFP | Percentage of assets, Hourly, Fixed fees |
| [Evan Schmidt](https://find.wellspent.co/advisors/evan-schmidt.md) | Schmidt Financial Management | Kirkland, Washington | CFP | Percentage of assets |
| [Laurie Klein](https://find.wellspent.co/advisors/laurie-klein.md) | Kaizen Financial Advisors | Kirkland, Washington | CFP | Percentage of assets, Hourly, Fixed fees |
| [Franklin Hsu](https://find.wellspent.co/advisors/franklin-hsu.md) | NOMAD Capital Group | Kirkland, Washington | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Clarissa Candelario](https://find.wellspent.co/advisors/clarissa-candelario.md) | Private Asset Management | Kirkland, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Joel Petersen](https://find.wellspent.co/advisors/joel-petersen.md) | Sound Legacy Wealth Advisors | Kirkland, Washington |   | Percentage of assets |
| [Michael Thayer](https://find.wellspent.co/advisors/michael-thayer.md) | Private Asset Management | Kirkland, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Ronald Peck](https://find.wellspent.co/advisors/ronald-peck.md) | Fearless Wealth | Kirkland, Washington | CFP | Percentage of assets |
| [Tera Probst](https://find.wellspent.co/advisors/tera-probst.md) | Sound Legacy Wealth Advisors | Kirkland, Washington |   | Percentage of assets |
| [Thomas Bailey](https://find.wellspent.co/advisors/thomas-bailey.md) | Broadview Wealth Management | Kirkland, Washington |   | Percentage of assets, One-time planning fee |
| [Dominic Hubert](https://find.wellspent.co/advisors/dominic-hubert.md) | Schmidt Financial Management | Kirkland, Washington |   | Percentage of assets |
| [Jason Preti](https://find.wellspent.co/advisors/jason-preti.md) | Unleashed Financial LLC | Kirkland, Washington | CFP | Percentage of assets, Hourly |
| [Reid Kitagawa](https://find.wellspent.co/advisors/reid-kitagawa.md) | Kanso Capital | Kirkland, Washington | CFP, MBA | Percentage of assets, Hourly |
| [Dipit Gupta](https://find.wellspent.co/advisors/dipit-gupta.md) | Finomenon | Kirkland, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Robin Lin](https://find.wellspent.co/advisors/robin-lin.md) | Lin Global Advisors | Kirkland, Washington |   | Percentage of assets |
| [Shabrish Menon](https://find.wellspent.co/advisors/shabrish-menon.md) | Finomenon | Kirkland, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Robert Guild](https://find.wellspent.co/advisors/robert-guild.md) | Robinswood Financial | Kirkland, Washington | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Ronald Chan](https://find.wellspent.co/advisors/ronald-chan.md) | Lakeside Financial | Kirkland, Washington | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Amy Mutal](https://find.wellspent.co/advisors/amy-mutal.md) | Prevail Wealth Management | Kirkland, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Cesar Castaneda](https://find.wellspent.co/advisors/cesar-castaneda.md) | AA Financial Services | Kirkland, Washington |   | Hourly, Fixed fees |
| [Colleen Bracy](https://find.wellspent.co/advisors/colleen-bracy.md) | Robinswood Financial | Kirkland, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Edward Ward](https://find.wellspent.co/advisors/edward-ward.md) | Robinswood Financial | Kirkland, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Janet Weisman](https://find.wellspent.co/advisors/janet-weisman.md) | Robinswood Financial | Kirkland, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Janice Brady](https://find.wellspent.co/advisors/janice-brady.md) | Concepts Financial Services | Kirkland, Washington |   | Percentage of assets, Hourly |

## 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).
