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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
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
Melissa Johnson Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Michael Emery Leeward Financial Partners Bellevue CFA Percentage of assets, Hourly
Michael Thayer Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Michelle Moyer Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Noah Fenz Investors Portfolio Services Puyallup Not listed Percentage of assets, Hourly
Paul Hegdahl Hegdahl Investment Management Seattle CFA Percentage of assets, Fixed fees
Samuel Armour Armour Wealth Advisors Tumwater CFP Percentage of assets
Stephen Kriha Tenere Financial Sammamish Not listed Percentage of assets
Stuart Quint Ambassador Wealth Management Vancouver CFA Percentage of assets, Hourly
Tera Probst Sound Legacy Wealth Advisors Kirkland Not listed Percentage of assets
Thomas Bailey Broadview Wealth Management Kirkland Not listed Percentage of assets, One-time planning fee
Thomas Fletcher GenSphere Private Wealth Gig Harbor CFA Percentage of assets, One-time planning fee
Wendy Wyatt Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Adam Powell Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Amanda Dixon Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Angelina Bulbotka Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Benjamin Englund Ceva Advisors Woodinville Not listed Percentage of assets, Hourly
Clinton Carpenter Eckman Wealth Management Seattle Not listed Percentage of assets, Fixed fees
Dillon Quintana Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Dominic Hubert Schmidt Financial Management Kirkland Not listed Percentage of assets
Eric Penz Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Garrick Russell HFG Trust Kennewick Not listed Percentage of assets, Hourly
George Chacko Convexity Wealth Management Seattle Not listed Percentage of assets
James Petricciani Convexity Wealth Management Seattle Not listed Percentage of assets
Levi Westra Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Lydia Lok Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Mailinh Vu Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Matthew Hill Emerald Advisors Bellevue CFA Percentage of assets, Fixed fees
Michael McFerran Emerald Advisors Bellevue ChFC Percentage of assets, Fixed fees
Michael Ruff Rainier Family Wealth Tacoma CFA Percentage of assets
Ngoc Thuy Vy Nguyen Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Nicholas Wold Alitus Financial Fircrest PFS Percentage of assets
Preston Eder HFG Trust Kennewick Not listed Percentage of assets, Hourly
Quinn Vicars Financial Plan Bellingham Not listed Percentage of assets, Ongoing planning fee
Ruchi Sengar Better Financial Services Federal Way Not listed Percentage of assets, Hourly
S Bean Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Shaina Englund Ceva Advisors Woodinville Not listed Percentage of assets, Hourly
Steven Hillstead Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Steven Kleyn Aletheian Wealth Advisors Bellevue CFA Percentage of assets, Fixed fees
Timothy Mosier Cairn Wealth Management Vancouver Not listed Percentage of assets, Hourly
Tricia Eliason Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Tyson Farmer Vega Financial Mercer Island Not listed Percentage of assets, Hourly
Adam Laibson Mainsail Financial Group Bellevue Not listed Ongoing planning fee
Adrian Fernandez Opal Advisors Bellevue Not listed Percentage of assets, Performance-based fees
Alan Kepfer Aspen Financial Management Cheney Not listed Percentage of assets, Hourly
Bao Ly Opal Advisors Bellevue Not listed Percentage of assets, Performance-based fees
Benjamin Lies Delphi Advisers Vancouver Not listed Percentage of assets, One-time planning fee