Fee-only financial advisors in Seattle, Washington
Which fee-only financial advisor should I talk to in Seattle?
Start with a fee-only advisor in Seattle whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Holly Davis of Alta Via Financial Planning LLC, Michelle Fait of Satori Financial LLC and Martin Lundgren of Northern Lights Advisors Inc., 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.
- Holly Davis Alta Via Financial Planning LLC Holds the CFP and CPA. Fees on file: subscription, one-time planning fee.
- Michelle Fait Satori Financial LLC Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Martin Lundgren Northern Lights Advisors Inc. Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Joseph Turley Breakwater Investment Management Holds the CFP and CFA. Fees on file: percentage of assets.
- Rey Santodomingo Garde Capital Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Matthew Lowe Greene Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 136
- Firms
- 77
- Hold the CFP
- 44%
- Other credentials: CFA 15% · CPA 1% · EA 1%
- How they charge (of 134 with fees on file): percentage of assets 84% · hourly 58% · fixed fees 52% · 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
Find an advisor in Seattle 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 Seattle
How many fee-only advisors in Seattle are there?
The Wellspent public graph lists 136 fee-only advisors in Seattle, at 77 firms. We counted every advisor record that fits, as of November 2026.
What do fee-only advisors in Seattle focus on?
The most common focus among fee-only advisors in Seattle is tax planning (36), followed by estate planning (35) and retirement planning (31). Advisors can list more than one.
How do fee-only advisors in Seattle charge?
The most common fee among fee-only advisors in Seattle is a percentage of assets, used by 84% of the 134 with fees on file. Many use more than one: 58% charge by the hour and 52% charge fixed fees.
How much do fee-only financial advisors charge in Seattle?
Fee-only financial advisors in Seattle charge a median of $4,000 a year for ongoing planning. We found this across the published prices of 7 Seattle firms.
How much does a one-time financial plan cost in Seattle?
A one-time financial plan from a fee-only firm in Seattle has a median price of $4,000. We found this across the published prices of 7 Seattle firms.
How many fee-only advisors in Seattle hold the CFP?
44% of the 136 fee-only advisors in Seattle 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 Seattle?
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 136 advisors in Seattle
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tim Melia Hourly, advice-only planning for young professionals, families and retirees, from first-time guidance to second opinions for DIY investors. | Embolden Financial Planning LLC | Seattle | CFP, MBA | Hourly |
| Amy Barnes | Firebrand Wealth Management, LLC | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Jonathan Wride | Crafted Finance, LLC | Seattle | CFP | Ongoing planning fee, Percentage of assets |
| Melissa Leonard Fiduciary, advice-only planning that helps young professionals and families live intentionally and enjoy experiences now, not only in retirement. | Cairn Financial Planning | Seattle | CFP | Subscription, One-time planning fee |
| David Uhlmann | Synergos Advisory LLC | Seattle | AAMS, CFP, MS, APMA | Flat fee or retainer, Ongoing planning fee |
| Eric Franklin | Prospero Wealth | Seattle | CFP | Percentage of assets, Hourly |
| Holly Davis Planning for busy families with active outdoor lives balancing competing goals, plus equity compensation guidance for tech workers. | Alta Via Financial Planning LLC | Seattle | CFP, CPA | Subscription, One-time planning fee |
| Leslie Rosenberg | Humanize Wealth | Seattle | CFP | Percentage of assets |
| Joseph Hebert | trueNorth Wealth Advisors | Seattle | CFP, PhD | Percentage of assets, Ongoing planning fee |
| Kris Draper | Northern Lights Advisors Inc | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Martin Lundgren | Northern Lights Advisors Inc. | Seattle | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Ralph Ted White | Arrivity Financial Planning | Seattle | CFP, CIMA, MBA | Hourly, One-time planning fee |
| Jamie Clark | Ruby Pebble Financial Planning LLC | Seattle | CFP | Flat fee or retainer, Hourly |
| Austin Boyce | SoundView Advisors | Seattle | CFP, CLU, CPA/PFS, CPA | Percentage of assets |
| James Hindes | Xena Financial Planning | Seattle | CFP, MBA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Chris Maggio Project-based retirement planning with no asset minimum for people who want to stay in the driver's seat of their decisions. | Retirement Planning Partner LLC | Seattle | RICP | One-time planning fee |
| Gus Kristoferson | Money on the Mind LLC | Seattle | CFA, CFP | Not listed |
| Lisa Eaton Affordable, tailored planning and coaching for people who have felt priced out of or unwelcome in conversations about wealth. | Firm Footing Financial Planning | Seattle | AFC, MS, DPT | Hourly |
| Lynn Anderson Clear, unbiased, advice-only planning for clients nationwide, with lower fees and advice shaped to each person's situation. | Abundo Wealth | Seattle | CFP | Subscription |
| Mindy Crary | Creative Money LLC | Seattle | CFP | Flat fee or retainer, One-time planning fee |
| Stacy Ployhar | 2020 Financial Planning LLC | Seattle | CFP | One-time planning fee, Percentage of assets |
| Michelle Fait | Satori Financial LLC | Seattle | CDFA, CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Bethany Steinhaus | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Joseph Turley | Breakwater Investment Management | Seattle | CFP, CFA | Percentage of assets |
| Kevin DeAngelis | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Alicia Singer | Singer Wealth Management | Seattle | ChFC | Hourly |
| Blake Martin | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Cherish Sutull | Blue Water Wealth | Seattle | CFP, CFA | Percentage of assets, Fixed fees |
| Hart Williams | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Hope Broucek | Financial Planning for Real People | Seattle | ChFC | Hourly, Percentage of assets |
| Jose Barbosa | Singer Wealth Management | Seattle | ChFC | Hourly |
| Kory Lackey | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Maura Madden | Maura Madden Financial Planning | Seattle | CFP | Hourly, One-time planning fee |
| Sean Sternbach | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Christopher Jernstrom | Ironstream Capital | Seattle | CFA | Percentage of assets |
| Deborah Wise | Wise Planning | Seattle | CFP | Ongoing planning fee |
| Douglas Haack | Hamrick Investment Counsel | Seattle | CFP | Percentage of assets |
| Jeffrey Fortner | Geometric Advisors | Seattle | CFA | Percentage of assets |
| Kara Branson | Singer Wealth Management | Seattle | Not listed | Hourly |
| Paul Hegdahl | Hegdahl Investment Management | Seattle | CFA | Percentage of assets, Fixed fees |
| Celeste Yu | Two Firs Financial | Seattle | CFP, EA | Percentage of assets, Hourly |
| Clinton Carpenter | Eckman Wealth Management | Seattle | Not listed | Percentage of assets, Fixed fees |
| George Chacko | Convexity Wealth Management | Seattle | Not listed | Percentage of assets |
| Henry Wurst | Garde Capital | Seattle | CFP | Percentage of assets, Hourly |
| James Petricciani | Convexity Wealth Management | Seattle | Not listed | Percentage of assets |
| Jon Zetlmaier | Zetlmaier Wealth Management LLC | Seattle | AIF, CFP | Percentage of assets, Hourly |
| Nick Reilly | One Day Wealth | Seattle | CFP | Percentage of assets, Hourly |
| Randy Lundy | PracticeCFO | Seattle | Not listed | Percentage of assets, Fixed fees |
| Rey Santodomingo | Garde Capital | Seattle | CFP, CFA | Percentage of assets, Hourly |
| Richard Severs | Garde Capital | Seattle | CFP, CFA | Percentage of assets, Hourly |
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