# Financial advisors for equity compensation in Washington > For equity compensation in Washington, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Daniel Frankel of WealthCollab, Jeffrey Walters of Advisia Financial Planning, LLC and Didi Chen of Everleap Financial Planning. Page: https://find.wellspent.co/specialties/equity-compensation/washington/ 48 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in Washington? For equity compensation in Washington, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Daniel Frankel of WealthCollab, Jeffrey Walters of Advisia Financial Planning, LLC and Didi Chen of Everleap Financial Planning. - [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel/), WealthCollab, Bellevue. Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee. - [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters/), Advisia Financial Planning, LLC, Bellevue. Holds the EA and CFP. Fees on file: hourly. - [Didi Chen](https://find.wellspent.co/advisors/didi-chen/), Everleap Financial Planning, Newcastle. Holds the CFP and CFA. Fees on file: one-time planning fee, hourly. - [Holly Davis](https://find.wellspent.co/advisors/holly-davis/), Alta Via Financial Planning LLC, Seattle. Holds the CPA and CFP. Fees on file: subscription, one-time planning fee. - [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren/), Northern Lights Advisors Inc., Seattle. Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee. - [Thomas Bowman](https://find.wellspent.co/advisors/thomas-bowman/), Investors Portfolio Services, Puyallup. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Washington work on equity compensation? The Wellspent public graph lists 48 fee-only advisors for equity compensation in Washington, at 35 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for equity compensation in Washington located? Of the 48 fee-only advisors for equity compensation in Washington, 16 are in Seattle, followed by 8 in Bellevue and 7 in Kirkland. ## How do fee-only advisors for equity compensation in Washington charge? The most common fee among fee-only advisors for equity compensation in Washington is a percentage of assets, used by 75% of the 48 with fees on file. Many use more than one: 56% charge by the hour and 27% charge a one-time planning fee. ## 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. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CPA and CFP. In Washington, 50% of the 48 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CPA (2% of advisors listed): CPAs bring the tax modeling that exercise and sale decisions depend on. - CFP (50% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (19% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Washington advisors for equity compensation compare with the rest of the US? 56% of fee-only advisors for equity compensation in Washington charge by the hour, compared with 39% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Washington? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Washington can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in Washington? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How would Washington's tax on capital gains change the way I sell? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Didi Chen](https://find.wellspent.co/advisors/didi-chen.md) | Everleap Financial Planning | Newcastle, Washington | CFP, CFA | One-time planning fee, Hourly | | [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly, One-time planning fee | | [Amy Barnes](https://find.wellspent.co/advisors/amy-barnes.md) | Firebrand Wealth Management, LLC | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee | | [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 | | [Jonathan Wride](https://find.wellspent.co/advisors/jonathan-wride.md) | Crafted Finance, LLC | Seattle, Washington | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Audrey Emerson](https://find.wellspent.co/advisors/audrey-emerson.md) | AdviceOnly | Bellingham, Washington | CFP | Subscription, One-time planning fee, Hourly | | [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel.md) | WealthCollab | Bellevue, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [David Uhlmann](https://find.wellspent.co/advisors/david-uhlmann.md) | Synergos Advisory LLC | Seattle, Washington | AAMS, CFP, MS, APMA | Flat fee or retainer, Ongoing planning fee | | [Eric Franklin](https://find.wellspent.co/advisors/eric-franklin.md) | Prospero Wealth | Seattle, Washington | CFP | Percentage of assets, Hourly, One-time planning fee | | [Holly Davis](https://find.wellspent.co/advisors/holly-davis.md) | Alta Via Financial Planning LLC | Seattle, Washington | CFP, CPA | Subscription, One-time planning fee, Hourly | | [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters.md) | Advisia Financial Planning, LLC | Bellevue, Washington | CFP, EA | Hourly | | [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee | | [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee | | [Ralph Ted White](https://find.wellspent.co/advisors/ralph-ted-white.md) | Arrivity Financial Planning | Seattle, Washington | CFP, CIMA, MBA | Hourly, One-time planning fee | | [Jamie Clark](https://find.wellspent.co/advisors/jamie-clark.md) | Ruby Pebble Financial Planning LLC | Seattle, Washington | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [James Hindes](https://find.wellspent.co/advisors/james-hindes.md) | Xena Financial Planning | Seattle, Washington | CFP, MBA, RICP, MSFP, RLP | Percentage of assets, Ongoing planning fee | | [Jamieson Hopp](https://find.wellspent.co/advisors/jamieson-hopp.md) | Millennial Wealth, LLC | Bellevue, Washington | CFP, BFA, CBDA, CEPA, CPWA, ECA | Percentage of assets, Hourly, Fixed fees | | [Mindy Crary](https://find.wellspent.co/advisors/mindy-crary.md) | Creative Money LLC | Seattle, Washington | CFP | Flat fee or retainer, One-time planning fee | | [Kelly Brown](https://find.wellspent.co/advisors/kelly-brown.md) | Brown PCFO | Bellingham, Washington | CFP | Percentage of assets, Hourly, One-time planning fee | | [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers.md) | Gevers Wealth Management | Issaquah, Washington | CFA | Percentage of assets, One-time planning fee | | [Frank Gallo](https://find.wellspent.co/advisors/frank-gallo.md) | Investors Portfolio Services | Puyallup, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Bowman](https://find.wellspent.co/advisors/thomas-bowman.md) | Investors Portfolio Services | Puyallup, Washington | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Tyler Linsten](https://find.wellspent.co/advisors/tyler-linsten.md) | Alder Cove Capital | Tukwila, Washington | CFA | Flat fee or retainer, Percentage of assets, One-time planning fee | | [Evan Schmidt](https://find.wellspent.co/advisors/evan-schmidt.md) | Schmidt Financial Management | Kirkland, Washington | CFP | Percentage of assets | | [Saket Sengar](https://find.wellspent.co/advisors/saket-sengar.md) | Better Financial Services | Federal Way, Washington | CFP | Percentage of assets, Hourly | | [Blake Martin](https://find.wellspent.co/advisors/blake-martin.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Hart Williams](https://find.wellspent.co/advisors/hart-williams.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [John Wilbourne](https://find.wellspent.co/advisors/john-wilbourne.md) | Occidental Asset Management | Bellevue, Washington | | Ongoing planning fee | | [Kory Lackey](https://find.wellspent.co/advisors/kory-lackey.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Laurie Klein](https://find.wellspent.co/advisors/laurie-klein.md) | Kaizen Financial Advisors | Kirkland, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Sean Sternbach](https://find.wellspent.co/advisors/sean-sternbach.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Arijeet Singh](https://find.wellspent.co/advisors/arijeet-singh.md) | Willow Grove Advisors | Brier, Washington | | Percentage of assets, Hourly | | [Clarissa Candelario](https://find.wellspent.co/advisors/clarissa-candelario.md) | Private Asset Management | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | | [Connor Ridgeway](https://find.wellspent.co/advisors/connor-ridgeway.md) | Leeward Financial Partners | Bellevue, Washington | CFA | Percentage of assets, Hourly | | [Michael Emery](https://find.wellspent.co/advisors/michael-emery.md) | Leeward Financial Partners | Bellevue, Washington | CFA | Percentage of assets, Hourly | | [Michael Thayer](https://find.wellspent.co/advisors/michael-thayer.md) | Private Asset Management | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | | [Noah Fenz](https://find.wellspent.co/advisors/noah-fenz.md) | Investors Portfolio Services | Puyallup, Washington | | Percentage of assets, Hourly, Fixed fees | | [Paul Hegdahl](https://find.wellspent.co/advisors/paul-hegdahl.md) | Hegdahl Investment Management | Seattle, Washington | CFA | Percentage of assets, Fixed fees | | [Benjamin Englund](https://find.wellspent.co/advisors/benjamin-englund.md) | Ceva Advisors | Woodinville, Washington | | Percentage of assets, Hourly | | [Dominic Hubert](https://find.wellspent.co/advisors/dominic-hubert.md) | Schmidt Financial Management | Kirkland, Washington | | Percentage of assets | | [Ruchi Sengar](https://find.wellspent.co/advisors/ruchi-sengar.md) | Better Financial Services | Federal Way, Washington | | Percentage of assets, Hourly | | [Shaina Englund](https://find.wellspent.co/advisors/shaina-englund.md) | Ceva Advisors | Woodinville, Washington | | Percentage of assets, Hourly | | [Dipit Gupta](https://find.wellspent.co/advisors/dipit-gupta.md) | Finomenon | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | | [James Ridgeway](https://find.wellspent.co/advisors/james-ridgeway.md) | Leeward Financial Partners | Bellevue, Washington | | Percentage of assets, Hourly | | [Lettie Sihota](https://find.wellspent.co/advisors/lettie-sihota.md) | Capstone RIA | Sumas, Washington | | Percentage of assets | | [Shabrish Menon](https://find.wellspent.co/advisors/shabrish-menon.md) | Finomenon | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | | [Tyler Ryan](https://find.wellspent.co/advisors/tyler-ryan.md) | Capstone RIA | Bellingham, Washington | | Percentage of assets | | [Jamie Edwards](https://find.wellspent.co/advisors/jamie-edwards.md) | MYeCFO | Edgewood, Washington | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Washington](https://find.wellspent.co/specialties/retirement-planning/washington.md) - [Estate planning in Washington](https://find.wellspent.co/specialties/estate-planning/washington.md) - [Tax planning in Washington](https://find.wellspent.co/specialties/tax-planning/washington.md) - [Small business owners in Washington](https://find.wellspent.co/specialties/small-business-owners/washington.md) - [Pre-retirees in Washington](https://find.wellspent.co/audiences/pre-retirees/washington.md) - [Retirees in Washington](https://find.wellspent.co/audiences/retirees/washington.md) ## 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).