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Financial advisors for divorce in Washington

Which financial advisor should I talk to about divorce in Washington?

For divorce in Washington, talk to a fee-only planner who has modeled divorce settlements, ideally before you agree to one. They can show what each option leaves you with after tax and in ten years, which a lawyer usually won't. Records to start with include Jacki Farrar of Integrity Financial Strategies LLC, Melinda Satterlee of Marathon Wealth Management LLC and Deborah Gianelli of Whole Family Financial Services.

Where to start

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

  • Jacki Farrar Integrity Financial Strategies LLC, Tacoma Holds the CDFA and CFP. Fees on file: percentage of assets, hourly.
  • Melinda Satterlee Marathon Wealth Management LLC, Medina Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
  • Deborah Gianelli Whole Family Financial Services, Bothell Holds the CFP. Fees on file: hourly, percentage of assets.
  • Jesse Deason Serene Wealth Planning, Everett Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
  • Candace Duecker Seneschal Family Office, Tacoma Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Michelle Robinson Stolz & Associates, P.S., Tacoma Holds the CFP. Fees on file: percentage of assets.

How many fee-only financial advisors in Washington work on divorce?

The Wellspent public graph lists 32 fee-only advisors for divorce in Washington, at 16 firms. We counted every advisor record that lists this work, as of October 2026.

Where are fee-only advisors for divorce in Washington located?

Of the 32 fee-only advisors for divorce in Washington, 8 are in Tacoma, followed by 4 in Olympia and 4 in Bremerton.

  • Tacoma 8
  • Olympia 4
  • Bremerton 4
  • Kirkland 3
  • Seattle 3

Plus 10 in other cities.

How do fee-only advisors for divorce in Washington charge?

The most common fee among fee-only advisors for divorce in Washington is a percentage of assets, used by 84% of the 32 with fees on file. Many use more than one: 59% charge by the hour and 28% 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 much does a one-time financial plan cost in Washington?

A one-time financial plan from a fee-only firm in Washington has a median price of $3,000. We found this across the published prices of 27 Washington firms.

See every fee-only advisor fee in Washington

What credentials should a financial advisor for divorce have?

For divorce, look for the CDFA and CFP. In Washington, 38% of the 32 advisors listed hold the CFP.

CDFA3% in Washington
The CDFA is the designation built for divorce finances.
CFP38% in Washington
The CFP covers the plan you'll live on afterward.

How do Washington advisors for divorce compare with the rest of the US?

28% of fee-only advisors for divorce in Washington charge fixed fees, compared with 48% of the 949 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.

  • Hold the CDFA 3% 4%
  • Hold the CFP 38% 48%
  • Charge a percentage of assets 84% 88%
  • Charge by the hour 59% 58%
  • Charge fixed fees 28% 48%

Dark bars are Washington. Light bars are all US advisors for divorce.

How does Washington divide property in a divorce?

Washington is a community property state, so most assets acquired during the marriage are generally treated as belonging to both spouses equally.

What should I ask a financial advisor about divorce in Washington?

  1. How many divorces have you worked on, and at what stage do you get involved?
  2. Will you compare settlement options after tax?
  3. How do you handle dividing retirement accounts?
  4. Do you work with my attorney, or only with me?
  5. How do Washington's property rules change what I should ask for?

How current is this list of fee-only advisors for divorce in Washington?

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 32 advisors

Fee-only advisors for divorce in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Katy Cook Abacus Financial Planning Kirkland CFP, PhD Percentage of assets, Hourly
Melinda Satterlee Marathon Wealth Management LLC Medina CFP One-time planning fee, Ongoing planning fee
Jacki Farrar Integrity Financial Strategies LLC Tacoma CFP, CDFA Percentage of assets, Hourly
Deborah Gianelli Whole Family Financial Services Bothell CFP Hourly, Percentage of assets
Gregory Stapp Stapp Financial Olympia CFP, PFS Percentage of assets
Thomas Stapp Stapp Financial Olympia CFP Percentage of assets
Jesse Deason Serene Wealth Planning Everett CFP Percentage of assets, One-time planning fee
Alicia Singer Singer Wealth Management Seattle ChFC Hourly
Derek Dzingle Stolz & Associates, P.S. Tacoma CFP, CFA Percentage of assets
Jose Barbosa Singer Wealth Management Seattle ChFC 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
Jeffrey Zappone Chair Six Financial | Financial Planning Spokane PFS Hourly, Fixed fees
Rebecca Stapp Stapp Financial Olympia Not listed Percentage of assets
Andrew Stolz Stolz & Associates, P.S. Tacoma CFA Percentage of assets
Jason Strough Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Joel Petersen Sound Legacy Wealth Advisors Kirkland Not listed Percentage of assets
Kara Branson Singer Wealth Management Seattle Not listed Hourly
Kevin Pummill Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Matthew Augspurger Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Michelle Moyer Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Tera Probst Sound Legacy Wealth Advisors Kirkland Not listed Percentage of assets
Adam Zimmerman Columbia River Advisors Bellevue ChFC Percentage of assets, Hourly
James Hallett Hallett Advisors Port Angeles Not listed Percentage of assets, Hourly
Jason Wilson Hallett Advisors Port Angeles Not listed Percentage of assets, Hourly
Wayne Best Tamalpais Asset Management La Conner Not listed Percentage of assets
Jared Rasmussen Serene Point Advisors Ridgefield Not listed Percentage of assets, Hourly
Benjamin Addink Columbia River Advisors Tacoma Not listed Percentage of assets, Hourly
Cassidy Stevick Columbia River Advisors Olympia Not listed Percentage of assets, Hourly
Donald Foy Columbia River Advisors Burien Not listed Percentage of assets, Hourly

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