# Fee-only financial advisors in Vancouver, Washington > Start with a fee-only advisor in Vancouver whose record matches what you need, then check their fees and SEC record before you call. Records to start with include John Groh of Baker Ellis Asset Management, Michael Baltzell of Columbia River Financial Group and Andrea Silbernagel of Fort Vancouver Investment Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/washington/vancouver/ 49 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 Vancouver? Start with a fee-only advisor in Vancouver whose record matches what you need, then check their fees and SEC record before you call. Records to start with include John Groh of Baker Ellis Asset Management, Michael Baltzell of Columbia River Financial Group and Andrea Silbernagel of Fort Vancouver Investment Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Vancouver are there? The Wellspent public graph lists 49 fee-only advisors in Vancouver, at 19 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Vancouver focus on? The most common focus among fee-only advisors in Vancouver is retirement planning (21), followed by small business owners (9) and retirees (8). Advisors can list more than one. ## How do fee-only advisors in Vancouver charge? The most common fee among fee-only advisors in Vancouver is a percentage of assets, used by 98% of the 49 with fees on file. Many use more than one: 29% charge by the hour and 20% 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 Vancouver hold the CFP? 41% of the 49 fee-only advisors in Vancouver 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 Vancouver? 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 | |---|---|---|---|---| | [Kailie Abascal](https://find.wellspent.co/advisors/kailie-abascal.md) | Middleton & Company | Vancouver, Washington | CFP | Percentage of assets, One-time planning fee | | [Taylor Anderson](https://find.wellspent.co/advisors/taylor-anderson.md) | Middleton & Company | Vancouver, Washington | CFP | Percentage of assets, One-time planning fee | | [Hayley Haslett](https://find.wellspent.co/advisors/hayley-haslett.md) | Lake Road Advisors | Vancouver, Washington | CFP, MS, MBA | Percentage of assets | | [Mark Farrelly](https://find.wellspent.co/advisors/mark-farrelly.md) | Cairn Wealth Management | Vancouver, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Patrick Mason](https://find.wellspent.co/advisors/patrick-mason.md) | Cairn Wealth Management | Vancouver, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Martel](https://find.wellspent.co/advisors/jason-martel.md) | Martel Wealth Advisors | Vancouver, Washington | CFP | Percentage of assets | | [Mark Martel](https://find.wellspent.co/advisors/mark-martel.md) | Martel Wealth Advisors | Vancouver, Washington | CFP | Percentage of assets | | [Andrea Silbernagel](https://find.wellspent.co/advisors/andrea-silbernagel.md) | Fort Vancouver Investment Management | Vancouver, Washington | CFP | Percentage of assets | | [Austen Auger](https://find.wellspent.co/advisors/austen-auger.md) | Shira Ridge Wealth Management | Vacouver, Washington | | Percentage of assets | | [Matthew Ebeling](https://find.wellspent.co/advisors/matthew-ebeling.md) | Fort Vancouver Investment Management | Vancouver, Washington | CFP | Percentage of assets | | [Robert Pool](https://find.wellspent.co/advisors/robert-pool.md) | Fort Vancouver Investment Management | Vancouver, Washington | CFP | Percentage of assets | | [Ann Moore](https://find.wellspent.co/advisors/ann-moore.md) | Martel Wealth Advisors | Vancouver, Washington | CFA | Percentage of assets | | [Chad Peterson](https://find.wellspent.co/advisors/chad-peterson.md) | Columbia River Financial Group | Vancouver, Washington | CFP | Percentage of assets | | [Katherine Hardin](https://find.wellspent.co/advisors/katherine-hardin.md) | Columbia River Financial Group | Vancouver, Washington | CFP | Percentage of assets | | [Michael Baltzell](https://find.wellspent.co/advisors/michael-baltzell.md) | Columbia River Financial Group | Vancouver, Washington | CFP | Percentage of assets | | [Steven Fox-Middleton](https://find.wellspent.co/advisors/steven-fox-middleton.md) | SFM Financial Advisors | Vancouver, Washington | CFP | Percentage of assets | | [Stuart Quint](https://find.wellspent.co/advisors/stuart-quint.md) | Ambassador Wealth Management | Vancouver, Washington | CFA | Percentage of assets, Hourly | | [Jack Dukeminier](https://find.wellspent.co/advisors/jack-dukeminier.md) | Blue River Capital Management | Vancouver, Washington | CFA | Percentage of assets | | [Timothy Mosier](https://find.wellspent.co/advisors/timothy-mosier.md) | Cairn Wealth Management | Vancouver, Washington | | Percentage of assets, Hourly, Fixed fees | | [Andrew Strong](https://find.wellspent.co/advisors/andrew-strong.md) | Martel Wealth Advisors | Vancouver, Washington | | Percentage of assets | | [Benjamin Lies](https://find.wellspent.co/advisors/benjamin-lies.md) | Delphi Advisers | Vancouver, Washington | | Percentage of assets, One-time planning fee | | [Devin Jackson](https://find.wellspent.co/advisors/devin-jackson.md) | Martel Wealth Advisors | Vancouver, Washington | | Percentage of assets | | [Lloyd Caudle](https://find.wellspent.co/advisors/lloyd-caudle.md) | Martel Wealth Advisors | Vancouver, Washington | | Percentage of assets | | [Michele Madasz](https://find.wellspent.co/advisors/michele-madasz.md) | Martel Wealth Advisors | Vancouver, Washington | | Percentage of assets | | [Petr Burunov](https://find.wellspent.co/advisors/petr-burunov.md) | Ambassador Wealth Management | Vancouver, Washington | | Percentage of assets, Hourly | | [Holly Breeden](https://find.wellspent.co/advisors/holly-breeden.md) | Fort Vancouver Investment Management | Vancouver, Washington | | Percentage of assets | | [Derek Kaufman](https://find.wellspent.co/advisors/derek-kaufman.md) | Columbia River Financial Group | Vancouver, Washington | | Percentage of assets | | [Samuel Khalil](https://find.wellspent.co/advisors/samuel-khalil.md) | Wide Eye Capital | Vancouver, Washington | | Ongoing planning fee | | [James Holst](https://find.wellspent.co/advisors/james-holst.md) | Sloy, Dahl & Holst | Vancouver, Washington | CFP | Percentage of assets, Hourly, Performance-based fees | | [Jill Foreman](https://find.wellspent.co/advisors/jill-foreman.md) | James R. Martin Consulting | Vancouver, Washington | CFP | Percentage of assets | | [John Groh](https://find.wellspent.co/advisors/john-groh.md) | Baker Ellis Asset Management | Vancouver, Washington | CFP, CFA | Percentage of assets | | [Linde Carroll](https://find.wellspent.co/advisors/linde-carroll.md) | Momentous Wealth Management | Vancouver, Washington | CFP | Percentage of assets, Fixed fees | | [Mark Bernazzani](https://find.wellspent.co/advisors/mark-bernazzani.md) | My Personal CFO | Vancouver, Washington | CFP | Percentage of assets, Hourly | | [Mark Currier](https://find.wellspent.co/advisors/mark-currier.md) | Wipple Creek | Vancouver, Washington | CFP | Percentage of assets, Hourly | | [Brian Baker](https://find.wellspent.co/advisors/brian-baker.md) | Baker Ellis Asset Management | Vancouver, Washington | CFA | Percentage of assets | | [Daniel Koerner](https://find.wellspent.co/advisors/daniel-koerner.md) | James R. Martin Consulting | Vancouver, Washington | CFA | Percentage of assets | | [Aiden Pisarczyk](https://find.wellspent.co/advisors/aiden-pisarczyk.md) | Momentous Wealth Management | Vancouver, Washington | | Percentage of assets, Fixed fees | | [Asoka Weeraratne](https://find.wellspent.co/advisors/asoka-weeraratne.md) | UTA | Vancouver, Washington | | Percentage of assets, Hourly, Fixed fees | | [Barnes Ellis](https://find.wellspent.co/advisors/barnes-ellis.md) | Baker Ellis Asset Management | Vancouver, Washington | | Percentage of assets | | [Brayden Disbrow](https://find.wellspent.co/advisors/brayden-disbrow.md) | Momentous Wealth Management | Vancouver, Washington | | Percentage of assets, Fixed fees | | [Christine Cruz](https://find.wellspent.co/advisors/christine-cruz.md) | Sloy, Dahl & Holst | Vancouver, Washington | | Percentage of assets, Hourly, Performance-based fees | | [Jamie Colonna](https://find.wellspent.co/advisors/jamie-colonna.md) | My Personal CFO | Vancouver, Washington | | Percentage of assets, Hourly | | [Kylee Harris](https://find.wellspent.co/advisors/kylee-harris.md) | Sloy, Dahl & Holst | Vancouver, Washington | | Percentage of assets, Hourly, Performance-based fees | | [Michael Tudor](https://find.wellspent.co/advisors/michael-tudor.md) | Sloy, Dahl & Holst | Vancouver, Washington | | Percentage of assets, Hourly, Performance-based fees | | [Patricia Watson](https://find.wellspent.co/advisors/patricia-watson.md) | Baker Ellis Asset Management | Vancouver, Washington | | Percentage of assets | | [Paul Wedin](https://find.wellspent.co/advisors/paul-wedin.md) | Sloy, Dahl & Holst | Vancouver, Washington | | Percentage of assets, Hourly, Performance-based fees | | [Savanna Pitman](https://find.wellspent.co/advisors/savanna-pitman.md) | Momentous Wealth Management | Vancouver, Washington | | Percentage of assets, Fixed fees | | [Taren Bennett](https://find.wellspent.co/advisors/taren-bennett.md) | Momentous Wealth Management | Vancouver, Washington | | Percentage of assets, Fixed fees | | [Todd Pisarczyk](https://find.wellspent.co/advisors/todd-pisarczyk.md) | Momentous Wealth Management | Vancouver, Washington | | Percentage of assets, Fixed fees | ## 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).