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Fee-only financial advisors in Tacoma, Washington

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Kelly Van Wyhe Bright Road Wealth Management, LLC Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • Derek Dzingle Stolz & Associates, P.S. Holds the CFP and CFA. Fees on file: percentage of assets.
  • Anh Thu Tran Women's Wealth Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
  • Carlie Ransom Equal Path Investments Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
  • Chad Glover Seneschal Family Office Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Jun Chea Rainier Family Wealth Holds the CFP. Fees on file: percentage of assets.

By the numbers

Advisors listed
29
Firms
15
Hold the CFP
69%
  • Other credentials: CFA 14%
  • How they charge (of 29 with fees on file): percentage of assets 90% · hourly 55% · fixed fees 24% · flat fee or retainer 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 Tacoma by what you need

Find an advisor in Washington by fee, assets, or credential

Questions about fee-only advisors in Tacoma

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.

All 29 advisors in Tacoma

Fee-only advisors in Tacoma, Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Carlie Ransom Equal Path Investments Tacoma CFP Flat fee or retainer, Ongoing planning fee
Ali Criss Financial Insights Tacoma CFP Percentage of assets, Hourly
Kelly Van Wyhe Bright Road Wealth Management, LLC Tacoma CFP, CFA, BA Percentage of assets, Hourly
Anh Thu Tran Women's Wealth Tacoma CFP, MBA Flat fee or retainer, Ongoing planning fee
Jacki Farrar Integrity Financial Strategies LLC Tacoma CFP, CDFA Percentage of assets, Hourly
Derek Dzingle Stolz & Associates, P.S. Tacoma CFP, CFA Percentage of assets
Elaine Chan FIOH Global Asset Management and Strategies Tacoma CFP Percentage of assets, Hourly
Michelle Robinson Stolz & Associates, P.S. Tacoma CFP Percentage of assets
Candace Duecker Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Chad Glover Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Jeffrey Lang Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Jun Chea Rainier Family Wealth Tacoma CFP Percentage of assets
Andrew Stolz Stolz & Associates, P.S. Tacoma CFA Percentage of assets
Michael Ruff Rainier Family Wealth Tacoma CFA Percentage of assets
Timothy Rhee Rainier Family Wealth Tacoma Not listed Percentage of assets
Benjamin Addink Columbia River Advisors Tacoma Not listed Percentage of assets, Hourly
Alan Hensley Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Alexandria Kemp Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Amanda Burrows Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Dorothy Lewis Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
John Keolker Fiduciary Counselling Tacoma CFP Percentage of assets, Fixed fees
John Walsh Financial Insights Wealth Management Tacoma CFP Percentage of assets, Hourly
Julie Wurst Julie A. Wurst, CFP Tacoma CFP Hourly, Fixed fees
Meaghan Brassey Fiduciary Counselling Tacoma CFP Percentage of assets, Fixed fees
Daniel McCaffrey Financial Insights Wealth Management Tacoma Not listed Percentage of assets, Hourly
Jordan Ford Financial Insights Wealth Management Tacoma Not listed Percentage of assets, Hourly
Matthew Keefe MKT and Associates Tacoma Not listed Percentage of assets, Hourly
Michael Dunbar Financial Insights Wealth Management Tacoma Not listed Percentage of assets, Hourly
Thomas Ryan Hawkins Investment Counsel Tacoma Not listed Percentage of assets, Hourly

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