Fee-only financial advisors in Vancouver, Washington
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- John Groh Baker Ellis Asset Management Holds the CFP and CFA. Fees on file: percentage of assets.
- Michael Baltzell Columbia River Financial Group Holds the CFP. Fees on file: percentage of assets.
- Andrea Silbernagel Fort Vancouver Investment Management Holds the CFP. Fees on file: percentage of assets.
- Jack Dukeminier Blue River Capital Management Holds the CFA. Fees on file: percentage of assets.
- Steven Fox-Middleton SFM Financial Advisors Holds the CFP. Fees on file: percentage of assets.
- Kailie Abascal Middleton & Company Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 49
- Firms
- 19
- Cities
- 2
- Hold the CFP
- 41%
- Other credentials: CFA 12% · ChFC 2%
- How they charge (of 49 with fees on file): percentage of assets 98% · hourly 29% · fixed fees 20% · performance-based fees 10%
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 Vancouver 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 Vancouver
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.
All 49 advisors in Vancouver
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kailie Abascal | Middleton & Company | Vancouver | CFP | Percentage of assets, One-time planning fee |
| Taylor Anderson | Middleton & Company | Vancouver | CFP | Percentage of assets, One-time planning fee |
| Hayley Haslett | Lake Road Advisors | Vancouver | CFP, MS, MBA | Percentage of assets |
| Mark Farrelly | Cairn Wealth Management | Vancouver | CFP, ChFC | Percentage of assets, Hourly |
| Patrick Mason | Cairn Wealth Management | Vancouver | CFP | Percentage of assets, Hourly |
| Jason Martel | Martel Wealth Advisors | Vancouver | CFP | Percentage of assets |
| Mark Martel | Martel Wealth Advisors | Vancouver | CFP | Percentage of assets |
| Andrea Silbernagel | Fort Vancouver Investment Management | Vancouver | CFP | Percentage of assets |
| Austen Auger | Shira Ridge Wealth Management | Vacouver | Not listed | Percentage of assets |
| Matthew Ebeling | Fort Vancouver Investment Management | Vancouver | CFP | Percentage of assets |
| Robert Pool | Fort Vancouver Investment Management | Vancouver | CFP | Percentage of assets |
| Ann Moore | Martel Wealth Advisors | Vancouver | CFA | Percentage of assets |
| Chad Peterson | Columbia River Financial Group | Vancouver | CFP | Percentage of assets |
| Katherine Hardin | Columbia River Financial Group | Vancouver | CFP | Percentage of assets |
| Michael Baltzell | Columbia River Financial Group | Vancouver | CFP | Percentage of assets |
| Steven Fox-Middleton | SFM Financial Advisors | Vancouver | CFP | Percentage of assets |
| Stuart Quint | Ambassador Wealth Management | Vancouver | CFA | Percentage of assets, Hourly |
| Jack Dukeminier | Blue River Capital Management | Vancouver | CFA | Percentage of assets |
| Timothy Mosier | Cairn Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Andrew Strong | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Benjamin Lies | Delphi Advisers | Vancouver | Not listed | Percentage of assets, One-time planning fee |
| Devin Jackson | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Lloyd Caudle | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Michele Madasz | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Petr Burunov | Ambassador Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Holly Breeden | Fort Vancouver Investment Management | Vancouver | Not listed | Percentage of assets |
| Derek Kaufman | Columbia River Financial Group | Vancouver | Not listed | Percentage of assets |
| Samuel Khalil | Wide Eye Capital | Vancouver | Not listed | Ongoing planning fee |
| James Holst | Sloy, Dahl & Holst | Vancouver | CFP | Percentage of assets, Hourly |
| Jill Foreman | James R. Martin Consulting | Vancouver | CFP | Percentage of assets |
| John Groh | Baker Ellis Asset Management | Vancouver | CFP, CFA | Percentage of assets |
| Linde Carroll | Momentous Wealth Management | Vancouver | CFP | Percentage of assets, Fixed fees |
| Mark Bernazzani | My Personal CFO | Vancouver | CFP | Percentage of assets, Hourly |
| Mark Currier | Wipple Creek | Vancouver | CFP | Percentage of assets, Hourly |
| Brian Baker | Baker Ellis Asset Management | Vancouver | CFA | Percentage of assets |
| Daniel Koerner | James R. Martin Consulting | Vancouver | CFA | Percentage of assets |
| Aiden Pisarczyk | Momentous Wealth Management | Vancouver | Not listed | Percentage of assets, Fixed fees |
| Asoka Weeraratne | UTA | Vancouver | Not listed | Percentage of assets, Hourly |
| Barnes Ellis | Baker Ellis Asset Management | Vancouver | Not listed | Percentage of assets |
| Brayden Disbrow | Momentous Wealth Management | Vancouver | Not listed | Percentage of assets, Fixed fees |
| Christine Cruz | Sloy, Dahl & Holst | Vancouver | Not listed | Percentage of assets, Hourly |
| Jamie Colonna | My Personal CFO | Vancouver | Not listed | Percentage of assets, Hourly |
| Kylee Harris | Sloy, Dahl & Holst | Vancouver | Not listed | Percentage of assets, Hourly |
| Michael Tudor | Sloy, Dahl & Holst | Vancouver | Not listed | Percentage of assets, Hourly |
| Patricia Watson | Baker Ellis Asset Management | Vancouver | Not listed | Percentage of assets |
| Paul Wedin | Sloy, Dahl & Holst | Vancouver | Not listed | Percentage of assets, Hourly |
| Savanna Pitman | Momentous Wealth Management | Vancouver | Not listed | Percentage of assets, Fixed fees |
| Taren Bennett | Momentous Wealth Management | Vancouver | Not listed | Percentage of assets, Fixed fees |
| Todd Pisarczyk | Momentous Wealth Management | Vancouver | Not listed | Percentage of assets, Fixed fees |
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