# Financial advisors for estate planning in Seattle, Washington > For estate planning in Seattle, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Austin Boyce of SoundView Advisors, Tim Melia of Embolden Financial Planning LLC and Leslie Rosenberg of Humanize Wealth. Page: https://find.wellspent.co/specialties/estate-planning/washington/seattle/ 35 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 estate planning in Seattle? For estate planning in Seattle, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Austin Boyce of SoundView Advisors, Tim Melia of Embolden Financial Planning LLC and Leslie Rosenberg of Humanize Wealth. - [Austin Boyce](https://find.wellspent.co/advisors/austin-boyce/), SoundView Advisors, Seattle City. Holds the CFP and CPA. Fees on file: percentage of assets. - [Tim Melia](https://find.wellspent.co/advisors/tim-melia/), Embolden Financial Planning LLC, Seattle City. Holds the CFP. Fees on file: hourly. - [Leslie Rosenberg](https://find.wellspent.co/advisors/leslie-rosenberg/), Humanize Wealth, Seattle City. Holds the CFP. Fees on file: percentage of assets. - [Melissa Leonard](https://find.wellspent.co/advisors/melissa-leonard/), Cairn Financial Planning, Seattle City. Holds the CFP. Fees on file: subscription, one-time planning fee. - [Joseph Turley](https://find.wellspent.co/advisors/joseph-turley/), Breakwater Investment Management, Seattle City. Holds the CFP. Fees on file: percentage of assets. - [Amy Barnes](https://find.wellspent.co/advisors/amy-barnes/), Firebrand Wealth Management, LLC, Seattle City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Seattle work on estate planning? The Wellspent public graph lists 35 fee-only advisors for estate planning in Seattle, at 23 firms. We counted every advisor record that lists this work, as of November 2026. ## How do fee-only advisors for estate planning in Seattle charge? The most common fee among fee-only advisors for estate planning in Seattle is a percentage of assets, used by 77% of the 35 with fees on file. Many use more than one: 29% charge by the hour and 23% charge fixed fees. ## How much do fee-only financial advisors charge in Seattle? Fee-only financial advisors in Seattle charge a median of $4,000 a year for ongoing planning. We found this across the published prices of 7 Seattle firms. ## How much does a one-time financial plan cost in Seattle? A one-time financial plan from a fee-only firm in Seattle has a median price of $4,000. We found this across the published prices of 7 Seattle firms. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP and CPA. In Seattle, 43% of the 35 advisors listed hold the CFP. - CFP (43% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (3% of advisors listed): CPAs help with estate and gift tax filings. ## How do Seattle advisors for estate planning compare with the rest of the US? 23% of fee-only advisors for estate planning in Seattle charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Washington have an estate tax? Yes. Washington has its own estate tax, separate from the federal one, and its threshold can be lower. ## Is Washington a community property state? Yes. Washington is a community property state, which shapes how married couples title assets and what happens to cost basis at death. ## What should I ask a financial advisor about estate planning in Seattle? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - How would you plan for Washington's estate tax as well as the federal one? - How would community property rules change how we title our assets? ## How current is this list of fee-only advisors for estate planning in Seattle? 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 | |---|---|---|---|---| | [Tim Melia](https://find.wellspent.co/advisors/tim-melia.md) | Embolden Financial Planning LLC | Seattle, Washington | CFP, MBA | Hourly | | [Amy Barnes](https://find.wellspent.co/advisors/amy-barnes.md) | Firebrand Wealth Management, LLC | Seattle, Washington | CFP | Percentage of assets, Ongoing 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 | | [Melissa Leonard](https://find.wellspent.co/advisors/melissa-leonard.md) | Cairn Financial Planning | Seattle, Washington | CFP | Subscription, One-time planning fee, Hourly | | [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 | | [Leslie Rosenberg](https://find.wellspent.co/advisors/leslie-rosenberg.md) | Humanize Wealth | Seattle, Washington | CFP | Percentage of assets | | [Joseph Hebert](https://find.wellspent.co/advisors/joseph-hebert.md) | trueNorth Wealth Advisors | Seattle, Washington | CFP, PhD | Percentage of assets, Ongoing planning fee | | [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 | | [Austin Boyce](https://find.wellspent.co/advisors/austin-boyce.md) | SoundView Advisors | Seattle, Washington | CFP, CLU, CPA/PFS, CPA, BA | Percentage of assets | | [Chris Maggio](https://find.wellspent.co/advisors/chris-maggio.md) | Retirement Planning Partner LLC | Seattle, Washington | RICP | One-time planning fee | | [Bethany Steinhaus](https://find.wellspent.co/advisors/bethany-steinhaus.md) | Breakwater Investment Management | Seattle, Washington | CFP | Percentage of assets | | [Joseph Turley](https://find.wellspent.co/advisors/joseph-turley.md) | Breakwater Investment Management | Seattle, Washington | CFP, CFA | Percentage of assets | | [Kevin DeAngelis](https://find.wellspent.co/advisors/kevin-deangelis.md) | Breakwater Investment Management | Seattle, Washington | CFP | Percentage of assets | | [Alicia Singer](https://find.wellspent.co/advisors/alicia-singer.md) | Singer Wealth Management | Seattle, Washington | ChFC | Hourly | | [Blake Martin](https://find.wellspent.co/advisors/blake-martin.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Cherish Sutull](https://find.wellspent.co/advisors/cherish-sutull.md) | Blue Water Wealth | Seattle, Washington | CFP, CFA | Percentage of assets, Fixed fees | | [Hart Williams](https://find.wellspent.co/advisors/hart-williams.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Hope Broucek](https://find.wellspent.co/advisors/hope-broucek.md) | Financial Planning for Real People | Seattle, Washington | ChFC | Hourly, Percentage of assets | | [Jose Barbosa](https://find.wellspent.co/advisors/jose-barbosa.md) | Singer Wealth Management | Seattle, Washington | ChFC | Hourly | | [Kory Lackey](https://find.wellspent.co/advisors/kory-lackey.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Sean Sternbach](https://find.wellspent.co/advisors/sean-sternbach.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Jeffrey Fortner](https://find.wellspent.co/advisors/jeffrey-fortner.md) | Geometric Advisors | Seattle, Washington | CFA | Percentage of assets | | [Kara Branson](https://find.wellspent.co/advisors/kara-branson.md) | Singer Wealth Management | Seattle, Washington | | Hourly | | [Paul Hegdahl](https://find.wellspent.co/advisors/paul-hegdahl.md) | Hegdahl Investment Management | Seattle, Washington | CFA | Percentage of assets, Fixed fees | | [Clinton Carpenter](https://find.wellspent.co/advisors/clinton-carpenter.md) | Eckman Wealth Management | Seattle, Washington | | Percentage of assets, Fixed fees | | [George Chacko](https://find.wellspent.co/advisors/george-chacko.md) | Convexity Wealth Management | Seattle, Washington | | Percentage of assets | | [James Petricciani](https://find.wellspent.co/advisors/james-petricciani.md) | Convexity Wealth Management | Seattle, Washington | | Percentage of assets | | [David Ream](https://find.wellspent.co/advisors/david-ream.md) | Blue Water Wealth | Seattle, Washington | | Percentage of assets, Fixed fees | | [Edward Riley](https://find.wellspent.co/advisors/edward-riley.md) | Colmina | Seattle, Washington | | Percentage of assets, Hourly, Fixed fees | | [Martin Link](https://find.wellspent.co/advisors/martin-link.md) | Blue Water Wealth | Seattle, Washington | | Percentage of assets, Fixed fees | | [Matthew Pickett](https://find.wellspent.co/advisors/matthew-pickett.md) | Colmina | Seattle, Washington | | Percentage of assets, Hourly, Fixed fees | | [Nathan Dively](https://find.wellspent.co/advisors/nathan-dively.md) | Colmina | Seattle, Washington | | Percentage of assets, Hourly, Fixed fees | | [Ward Williams](https://find.wellspent.co/advisors/ward-williams.md) | Better Tomorrow Financial | Seattle, Washington | | Flat fee or retainer | ## Related - [Tax planning in Seattle](https://find.wellspent.co/specialties/tax-planning/washington/seattle.md) - [Retirement planning in Seattle](https://find.wellspent.co/specialties/retirement-planning/washington/seattle.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).