Financial advisors for equity compensation in Washington

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.

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.

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.

See every fee-only advisor fee in Washington

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.

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?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How would Washington's tax on capital gains change the way I sell?
6. 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.