# Fee-only financial advisors in Tacoma, Washington > Start with a fee-only advisor in Tacoma whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Kelly Van Wyhe of Bright Road Wealth Management, LLC, Derek Dzingle of Stolz & Associates, P.S. and Anh Thu Tran of Women's Wealth, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/washington/tacoma/ 29 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 Tacoma? Start with a fee-only advisor in Tacoma whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Kelly Van Wyhe of Bright Road Wealth Management, LLC, Derek Dzingle of Stolz & Associates, P.S. and Anh Thu Tran of Women's Wealth, chosen for their credentials and fees on file. ## How many fee-only advisors in Tacoma are there? The Wellspent public graph lists 29 fee-only advisors in Tacoma, at 15 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Tacoma focus on? The most common focus among fee-only advisors in Tacoma is retirement planning (10), followed by tax planning (9) and divorce (8). Advisors can list more than one. ## How do fee-only advisors in Tacoma charge? The most common fee among fee-only advisors in Tacoma is a percentage of assets, used by 90% of the 29 with fees on file. Many use more than one: 55% charge by the hour and 24% 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 Tacoma hold the CFP? 69% of the 29 fee-only advisors in Tacoma 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 Tacoma? 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 | |---|---|---|---|---| | [Carlie Ransom](https://find.wellspent.co/advisors/carlie-ransom.md) | Equal Path Investments | Tacoma, Washington | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Ali Criss](https://find.wellspent.co/advisors/ali-criss.md) | Financial Insights | Tacoma, Washington | CFP | Percentage of assets, Hourly | | [Kelly Van Wyhe](https://find.wellspent.co/advisors/kelly-van-wyhe.md) | Bright Road Wealth Management, LLC | Tacoma, Washington | CFP, CFA, BA | Percentage of assets, Hourly, Fixed fees | | [Anh Thu Tran](https://find.wellspent.co/advisors/anh-thu-tran.md) | Women's Wealth | Tacoma, Washington | CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Jacki Farrar](https://find.wellspent.co/advisors/jacki-farrar.md) | Integrity Financial Strategies LLC | Tacoma, Washington | CFP, CDFA | Percentage of assets, Hourly | | [Derek Dzingle](https://find.wellspent.co/advisors/derek-dzingle.md) | Stolz & Associates, P.S. | Tacoma, Washington | CFP, CFA | Percentage of assets | | [Elaine Chan](https://find.wellspent.co/advisors/elaine-chan.md) | FIOH Global Asset Management and Strategies | Tacoma, Washington | CFP | Percentage of assets, Hourly | | [Michelle Robinson](https://find.wellspent.co/advisors/michelle-robinson.md) | Stolz & Associates, P.S. | Tacoma, Washington | CFP | Percentage of assets | | [Candace Duecker](https://find.wellspent.co/advisors/candace-duecker.md) | Seneschal Family Office | Tacoma, Washington | CFP | Percentage of assets, Fixed fees | | [Chad Glover](https://find.wellspent.co/advisors/chad-glover.md) | Seneschal Family Office | Tacoma, Washington | CFP | Percentage of assets, Fixed fees | | [Jeffrey Lang](https://find.wellspent.co/advisors/jeffrey-lang.md) | Seneschal Family Office | Tacoma, Washington | CFP | Percentage of assets, Fixed fees | | [Jun Chea](https://find.wellspent.co/advisors/jun-chea.md) | Rainier Family Wealth | Tacoma, Washington | CFP | Percentage of assets | | [Andrew Stolz](https://find.wellspent.co/advisors/andrew-stolz.md) | Stolz & Associates, P.S. | Tacoma, Washington | CFA | Percentage of assets | | [Michael Ruff](https://find.wellspent.co/advisors/michael-ruff.md) | Rainier Family Wealth | Tacoma, Washington | CFA | Percentage of assets | | [Timothy Rhee](https://find.wellspent.co/advisors/timothy-rhee.md) | Rainier Family Wealth | Tacoma, Washington | | Percentage of assets | | [Benjamin Addink](https://find.wellspent.co/advisors/benjamin-addink.md) | Columbia River Advisors | Tacoma, Washington | | Percentage of assets, Hourly | | [Alan Hensley](https://find.wellspent.co/advisors/alan-hensley.md) | Financial Insights Wealth Management | Tacoma, Washington | CFP | Percentage of assets, Hourly | | [Alexandria Kemp](https://find.wellspent.co/advisors/alexandria-kemp.md) | Financial Insights Wealth Management | Tacoma, Washington | CFP | Percentage of assets, Hourly | | [Amanda Burrows](https://find.wellspent.co/advisors/amanda-burrows.md) | Financial Insights Wealth Management | Tacoma, Washington | CFP | Percentage of assets, Hourly | | [Dorothy Lewis](https://find.wellspent.co/advisors/dorothy-lewis.md) | Financial Insights Wealth Management | Tacoma, Washington | CFP | Percentage of assets, Hourly | | [John Keolker](https://find.wellspent.co/advisors/john-keolker.md) | Fiduciary Counselling | Tacoma, Washington | CFP | Percentage of assets, Fixed fees | | [John Walsh](https://find.wellspent.co/advisors/john-walsh.md) | Financial Insights Wealth Management | Tacoma, Washington | CFP | Percentage of assets, Hourly | | [Julie Wurst](https://find.wellspent.co/advisors/julie-wurst.md) | Julie A. Wurst, CFP | Tacoma, Washington | CFP | Hourly, Fixed fees | | [Meaghan Brassey](https://find.wellspent.co/advisors/meaghan-brassey.md) | Fiduciary Counselling | Tacoma, Washington | CFP | Percentage of assets, Fixed fees | | [Daniel McCaffrey](https://find.wellspent.co/advisors/daniel-mccaffrey.md) | Financial Insights Wealth Management | Tacoma, Washington | | Percentage of assets, Hourly | | [Jordan Ford](https://find.wellspent.co/advisors/jordan-ford.md) | Financial Insights Wealth Management | Tacoma, Washington | | Percentage of assets, Hourly | | [Matthew Keefe](https://find.wellspent.co/advisors/matthew-keefe.md) | MKT and Associates | Tacoma, Washington | | Percentage of assets, Hourly | | [Michael Dunbar](https://find.wellspent.co/advisors/michael-dunbar.md) | Financial Insights Wealth Management | Tacoma, Washington | | Percentage of assets, Hourly | | [Thomas Ryan](https://find.wellspent.co/advisors/thomas-ryan.md) | Hawkins Investment Counsel | Tacoma, 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).