Fee-only financial advisors in Spokane, Washington
Which fee-only financial advisor should I talk to in Spokane?
Start with a fee-only advisor in Spokane whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Rebecca Meats of Clear Insight Wealth Management, Andrew Bloom of MB Generational Wealth and Emily Paukert of Northern Capital, 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.
- Rebecca Meats Clear Insight Wealth Management Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Andrew Bloom MB Generational Wealth Holds the CFP and CFA. Fees on file: percentage of assets.
- Emily Paukert Northern Capital Holds the CFP. Fees on file: percentage of assets.
- Denise Downey Financial Trex Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Nicholas Bormann Bormann Wealth Management, LLC. Holds the CFP. Fees on file: percentage of assets, hourly.
- Christopher Christiansen Quantum Financial Planning Services, Inc. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
By the numbers
- Advisors listed
- 67
- Firms
- 26
- Hold the CFP
- 48%
- Other credentials: CFA 3% · CPA 1% · ChFC 3%
- How they charge (of 67 with fees on file): percentage of assets 96% · hourly 66% · fixed fees 43% · ongoing planning fee 7%
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 Spokane 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 Spokane
How many fee-only advisors in Spokane are there?
The Wellspent public graph lists 67 fee-only advisors in Spokane, at 26 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Spokane focus on?
The most common focus among fee-only advisors in Spokane is retirement planning (18), followed by tax planning (13) and small business owners (8). Advisors can list more than one.
How do fee-only advisors in Spokane charge?
The most common fee among fee-only advisors in Spokane is a percentage of assets, used by 96% of the 67 with fees on file. Many use more than one: 66% charge by the hour and 43% 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 Spokane hold the CFP?
48% of the 67 fee-only advisors in Spokane 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 Spokane?
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 67 advisors in Spokane
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Christiansen | Quantum Financial Planning Services, Inc. | Spokane | CFP | Flat fee or retainer, Percentage of assets |
| Keith Spencer | Spencer Financial Planning, LLC | Spokane | CFP | Ongoing planning fee, One-time planning fee |
| Rebecca Meats | Clear Insight Wealth Management | Spokane | CPA, AFC, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Eric Stutzman | Selkirk Wealth Advisors | Spokane | CFP | Percentage of assets, Hourly |
| Denise Downey | Financial Trex | Spokane | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Timothy Massie | Timepiece Financial Planning, Inc. | Spokane | CFP | Percentage of assets, Hourly |
| Nicholas Bormann | Bormann Wealth Management, LLC. | Spokane | CFP | Percentage of assets, Hourly |
| Andrew Bloom | MB Generational Wealth | Spokane | CFP, CFA | Percentage of assets |
| Emily Paukert | Northern Capital | Spokane | CFP | Percentage of assets |
| James Wilson | Northern Capital | Spokane | CFP | Percentage of assets |
| Jeffrey Zappone | Chair Six Financial | Financial Planning | Spokane | PFS | Hourly, Fixed fees |
| Laura Hail | Northern Capital | Spokane | CFP | Percentage of assets |
| Logan Jones | Northern Capital | Spokane | CFP | Percentage of assets |
| Molly Chase | Northern Capital | Spokane | CFP | Percentage of assets |
| Richard Cullen | Inland Financial Planning | Spokane | CFP | Percentage of assets, Hourly |
| Kathryn Young | Financial Forum | Spokane | CFP | Percentage of assets, Hourly |
| Adrienne Ross | APFORIA, LTD | Spokane | CFP, ChFC, AFC | Percentage of assets, Hourly |
| Kurt Heineman | Vision Casting Financial Planning, LLC | Spokane | CFP | Percentage of assets, Hourly |
| Noah Schwab | Stewardship Concepts Financial Services, LLC | Spokane | CFP | Percentage of assets, Hourly |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Dustin Allbery | Northwest Planning Advisors | Spokane | Not listed | Percentage of assets, Hourly |
| Harry Lawrence | UpFront Financial Planning | Spokane | Not listed | Ongoing planning fee |
| Cain Martin | MB Generational Wealth | Spokane | Not listed | Percentage of assets |
| Christopher Grasmick | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| David Martin | MB Generational Wealth | Spokane | Not listed | Percentage of assets |
| Dylan Bohnert | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Ethyn Killinger | Northern Capital | Spokane | Not listed | Percentage of assets |
| Jennifer Traynor | Inland Financial Planning | Spokane | Not listed | Percentage of assets, Hourly |
| Jeremy Houy | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Laurie Silva | Northern Capital | Spokane | Not listed | Percentage of assets |
| Marcus Holzschuh | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Matthew Porras | Northern Capital | Spokane | Not listed | Percentage of assets |
| Michael Vickerman | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Michelle Warner | Northern Capital | Spokane | Not listed | Percentage of assets |
| Callie Hudson | Financial Forum | Spokane | Not listed | Percentage of assets, Hourly |
| Jeffrey Comstock | Financial Forum | Spokane | Not listed | Percentage of assets, Hourly |
| Landy Comstock | Financial Forum | Spokane | Not listed | Percentage of assets, Hourly |
| Peter Finn | Finn Wealth | Spokane | Not listed | Percentage of assets |
| Amanda Sullivan | Quantum Financial Planning Services | Spokane | CFP | Percentage of assets, Hourly |
| Amy Drury | Stewardship Concepts Financial Services | Spokane | CFP | Percentage of assets, Hourly |
| Barbara Miller | 917 Advisory Services | Spokane | CFP | Percentage of assets, Hourly |
| Craig Whitbeck | Quantum Financial Planning Services | Spokane | CFP | Percentage of assets, Hourly |
| Edwin Hill | Stewardship Concepts Financial Services | Spokane | CFP | Percentage of assets, Hourly |
| Eric Green | Quantum Financial Planning Services | Spokane | CFP | Percentage of assets, Hourly |
| Eric Heineman | Vision Casting Financial Planning | Spokane | CFP | Percentage of assets, Hourly |
| John Schram | 917 Advisory Services | Spokane | CFP | Percentage of assets, Hourly |
| Jordan Curnutt | Quantum Financial Planning Services | Spokane | CFP | Percentage of assets, Hourly |
| Joshua Mastel | Twenty Twenty Investment Advisors | Spokane | CFP | Percentage of assets, Hourly |
| Madeleine Lobdell | Quantum Financial Planning Services | Spokane | CFP | Percentage of assets, Hourly |
| Nicholas Fuller | Quantum Financial Planning Services | Spokane | CFP | Percentage of assets, Hourly |
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