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Financial advisors for estate planning in Washington

All 190 advisors

Fee-only advisors for estate planning in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Patrick Mason Cairn Wealth Management Vancouver CFP Percentage of assets, Hourly
Rick Prime HFG Trust Kennewick CFP Percentage of assets, Hourly
Robert Pearson HFG Trust Kennewick CFP Percentage of assets, Hourly
Saket Sengar Better Financial Services Federal Way CFP Percentage of assets, Hourly
Thor McIlrath McIlrath | Eck Arlington CFP Percentage of assets, Hourly
Troy Crutcher McIlrath | Eck Arlington CFP Percentage of assets, Hourly
William Wang HFG Trust Kennewick CFP Percentage of assets, Hourly
William Wolf Financial Plan Bellingham CFP Percentage of assets, Ongoing planning fee
Alicia Singer Singer Wealth Management Seattle ChFC Hourly
Andrew Block Walla Walla Wealth Advisors Walla Walla Not listed Percentage of assets
Angel Cruz Cruz Wealth Management Olympia CFP Percentage of assets
Blake Martin Cloud Capital Management Seattle Not listed Percentage of assets
Bradley Blackburn Blackburn Financial Cashmere CFP Percentage of assets, Hourly
Brandon Steele Mainsail Financial Group Bellevue CFP Ongoing planning fee
Brian Wyatt Wyatt Wealth Management Arlington CFP Percentage of assets, Hourly
Cherish Sutull Blue Water Wealth Seattle CFP, CFA Percentage of assets, Fixed fees
Devyn Deleon DeLeon Wealth Kennewick CFP Percentage of assets, Fixed fees
Elaine Chan FIOH Global Asset Management and Strategies Tacoma CFP Percentage of assets, Hourly
Eldon Fielding-Monson Monson Wealth Management Kennewick CFP Percentage of assets, Hourly
Hart Williams Cloud Capital Management Seattle Not listed Percentage of assets
Hope Broucek Financial Planning for Real People Seattle ChFC Hourly, Percentage of assets
John Griffin Mainsail Financial Group Bellevue CFP Ongoing planning fee
John Wilbourne Occidental Asset Management Bellevue Not listed Ongoing planning fee
Jose Barbosa Singer Wealth Management Seattle ChFC Hourly
Kathryn Kokenge TrueWealth Financial Partners San Diego Bellevue CFP, CFA Percentage of assets, Fixed fees
Kory Lackey Cloud Capital Management Seattle Not listed Percentage of assets
Patrick Fletcher GenSphere Private Wealth Gig Harbor CFP Percentage of assets, One-time planning fee
Sean Sternbach Cloud Capital Management Seattle Not listed Percentage of assets
Sprague Kolp Opal Advisors Bellevue CFP Percentage of assets, Performance-based fees
Zachary Cole Arrowstone Wealth Malaga CFP Percentage of assets
Austen Auger Shira Ridge Wealth Management Vacouver Not listed Percentage of assets
Emily Weed Emerald Advisors Bellevue CFP Percentage of assets, Fixed fees
Jeffrey Fortner Geometric Advisors Seattle CFA Percentage of assets
Jeffrey Zappone Chair Six Financial | Financial Planning Spokane PFS Hourly, Fixed fees
Joshua Betts Aletheian Wealth Advisors Bellevue CFP, CFA Percentage of assets, Fixed fees
Jun Chea Rainier Family Wealth Tacoma CFP Percentage of assets
Kevin Erwert Aletheian Wealth Advisors Bellevue CFP Percentage of assets, Fixed fees
Robert Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Seth Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Wendiguiata Ouedraogo McIlrath | Eck Arlington ChFC Percentage of assets, Hourly
Aaron Beeson Seek First Ellensburg Not listed Percentage of assets, Fixed fees
Andrew Hall MarsJewett Financial Group Bellevue Not listed Percentage of assets, Flat fee or retainer
Brock Mackenzie MarsJewett Financial Group Bellevue Not listed Percentage of assets, Flat fee or retainer
Clarissa Candelario Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Connor Ridgeway Leeward Financial Partners Bellevue CFA Percentage of assets, Hourly
David Archibald Colmina Redmond CFA Percentage of assets, Hourly
Elizabeth Sowle MarsJewett Financial Group Bellevue Not listed Percentage of assets, Flat fee or retainer
Jason Strough Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Joel Petersen Sound Legacy Wealth Advisors Kirkland Not listed Percentage of assets
Kaleigh Prentice Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees