# Financial advisors for family wealth transfer in Washington > For family wealth transfer in Washington, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Kris Draper of Northern Lights Advisors Inc, Deborah Gianelli of Whole Family Financial Services and Kevin Estes of Scaled Finance, LLC. Page: https://find.wellspent.co/specialties/family-wealth-transfer/washington/ 69 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Washington? For family wealth transfer in Washington, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Kris Draper of Northern Lights Advisors Inc, Deborah Gianelli of Whole Family Financial Services and Kevin Estes of Scaled Finance, LLC. - [Kris Draper](https://find.wellspent.co/advisors/kris-draper/), Northern Lights Advisors Inc, Seattle. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Deborah Gianelli](https://find.wellspent.co/advisors/deborah-gianelli/), Whole Family Financial Services, Bothell. Holds the CFP. Fees on file: hourly, percentage of assets. - [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes/), Scaled Finance, LLC, Bellevue. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Leslie Rosenberg](https://find.wellspent.co/advisors/leslie-rosenberg/), Humanize Wealth, Seattle. Holds the CFP. Fees on file: percentage of assets. - [Zachary Cole](https://find.wellspent.co/advisors/zachary-cole/), Arrowstone Wealth, Malaga. Holds the CFP. Fees on file: percentage of assets. - [Kelly Brown](https://find.wellspent.co/advisors/kelly-brown/), Brown PCFO, Bellingham. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Washington work on family wealth transfer? The Wellspent public graph lists 69 fee-only advisors for family wealth transfer in Washington, at 28 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Washington located? Of the 69 fee-only advisors for family wealth transfer in Washington, 23 are in Bellevue, followed by 10 in Redmond and 5 in Kennewick. ## How do fee-only advisors for family wealth transfer in Washington charge? The most common fee among fee-only advisors for family wealth transfer in Washington is a percentage of assets, used by 97% of the 69 with fees on file. Many use more than one: 51% charge fixed fees and 35% charge by the hour. ## 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 family wealth transfer have? For family wealth transfer, look for the CFP. In Washington, 36% of the 69 advisors listed hold the CFP. - CFP (36% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Washington advisors for family wealth transfer compare with the rest of the US? 51% of fee-only advisors for family wealth transfer in Washington charge fixed fees, compared with 62% of the 3,385 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 passing wealth to the next generation in Washington? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - 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 family wealth transfer 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 | |---|---|---|---|---| | [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly, One-time planning fee | | [Leslie Rosenberg](https://find.wellspent.co/advisors/leslie-rosenberg.md) | Humanize Wealth | Seattle, Washington | CFP | Percentage of assets | | [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 | | [Eric Stutzman](https://find.wellspent.co/advisors/eric-stutzman.md) | Selkirk Wealth Advisors | Spokane, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Deborah Gianelli](https://find.wellspent.co/advisors/deborah-gianelli.md) | Whole Family Financial Services | Bothell, Washington | CFP | Hourly, Percentage of assets | | [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 | | [Mark Farrelly](https://find.wellspent.co/advisors/mark-farrelly.md) | Cairn Wealth Management | Vancouver, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Patrick Mason](https://find.wellspent.co/advisors/patrick-mason.md) | Cairn Wealth Management | Vancouver, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Rick Prime](https://find.wellspent.co/advisors/rick-prime.md) | HFG Trust | Kennewick, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Pearson](https://find.wellspent.co/advisors/robert-pearson.md) | HFG Trust | Kennewick, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [William Wang](https://find.wellspent.co/advisors/william-wang.md) | HFG Trust | Kennewick, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Derek Dzingle](https://find.wellspent.co/advisors/derek-dzingle.md) | Stolz & Associates, P.S. | Tacoma, Washington | CFP, CFA | Percentage of assets | | [John Wilbourne](https://find.wellspent.co/advisors/john-wilbourne.md) | Occidental Asset Management | Bellevue, Washington | | Ongoing planning fee | | [Michelle Robinson](https://find.wellspent.co/advisors/michelle-robinson.md) | Stolz & Associates, P.S. | Tacoma, Washington | CFP | Percentage of assets | | [Patrick Fletcher](https://find.wellspent.co/advisors/patrick-fletcher.md) | GenSphere Private Wealth | Gig Harbor, Washington | CFP | Percentage of assets, One-time planning fee | | [Zachary Cole](https://find.wellspent.co/advisors/zachary-cole.md) | Arrowstone Wealth | Malaga, Washington | CFP | Percentage of assets | | [Franklin Hsu](https://find.wellspent.co/advisors/franklin-hsu.md) | NOMAD Capital Group | Kirkland, Washington | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joshua Betts](https://find.wellspent.co/advisors/joshua-betts.md) | Aletheian Wealth Advisors | Bellevue, Washington | CFP, CFA | Percentage of assets, Fixed fees | | [Kevin Erwert](https://find.wellspent.co/advisors/kevin-erwert.md) | Aletheian Wealth Advisors | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Andrew Stolz](https://find.wellspent.co/advisors/andrew-stolz.md) | Stolz & Associates, P.S. | Tacoma, Washington | CFA | Percentage of assets | | [Arijeet Singh](https://find.wellspent.co/advisors/arijeet-singh.md) | Willow Grove Advisors | Brier, Washington | | Percentage of assets, Hourly | | [Armand Doucette](https://find.wellspent.co/advisors/armand-doucette.md) | Surience Private Wealth | Yakima, Washington | CFP, ChFC | 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 | | [Daniel Reuben](https://find.wellspent.co/advisors/daniel-reuben.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Joel Petersen](https://find.wellspent.co/advisors/joel-petersen.md) | Sound Legacy Wealth Advisors | Kirkland, Washington | | Percentage of assets | | [Kathleen Carbone](https://find.wellspent.co/advisors/kathleen-carbone.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Kevin Penner](https://find.wellspent.co/advisors/kevin-penner.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Michael Thayer](https://find.wellspent.co/advisors/michael-thayer.md) | Private Asset Management | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | | [Neil Rose](https://find.wellspent.co/advisors/neil-rose.md) | Regency Capital Management | Bainbridge Island, Washington | CFA | Percentage of assets | | [Peter Besel](https://find.wellspent.co/advisors/peter-besel.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Stacee Kratovil](https://find.wellspent.co/advisors/stacee-kratovil.md) | Parcion Private Wealth | Bellevue, Washington | CFP | Percentage of assets, Fixed fees | | [Tera Probst](https://find.wellspent.co/advisors/tera-probst.md) | Sound Legacy Wealth Advisors | Kirkland, Washington | | Percentage of assets | | [Thomas Fletcher](https://find.wellspent.co/advisors/thomas-fletcher-3146007.md) | GenSphere Private Wealth | Gig Harbor, Washington | CFA | Percentage of assets, One-time planning fee | | [Adam Powell](https://find.wellspent.co/advisors/adam-powell.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Amanda Dixon](https://find.wellspent.co/advisors/amanda-dixon.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Angelina Bulbotka](https://find.wellspent.co/advisors/angelina-bulbotka.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Eric Penz](https://find.wellspent.co/advisors/eric-penz.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Garrick Russell](https://find.wellspent.co/advisors/garrick-russell.md) | HFG Trust | Kennewick, Washington | | Percentage of assets, Hourly, Fixed fees | | [Mohammed Khalid](https://find.wellspent.co/advisors/mohammed-khalid.md) | Nabata Investment Group | Mountlake Terrace, Washington | | Percentage of assets, Hourly | | [Ngoc Thuy Vy Nguyen](https://find.wellspent.co/advisors/ngoc-thuy-vy-nguyen.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Preston Eder](https://find.wellspent.co/advisors/preston-eder.md) | HFG Trust | Kennewick, Washington | | Percentage of assets, Hourly, Fixed fees | | [S Bean](https://find.wellspent.co/advisors/s-bean.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Steven Hillstead](https://find.wellspent.co/advisors/steven-hillstead.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Steven Kleyn](https://find.wellspent.co/advisors/steven-kleyn.md) | Aletheian Wealth Advisors | Bellevue, Washington | CFA | Percentage of assets, Fixed fees | | [Timothy Mosier](https://find.wellspent.co/advisors/timothy-mosier.md) | Cairn Wealth Management | Vancouver, Washington | | Percentage of assets, Hourly, Fixed fees | | [Tricia Eliason](https://find.wellspent.co/advisors/tricia-eliason.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [Bruce Petrie](https://find.wellspent.co/advisors/bruce-petrie.md) | Petrie Capital Management | Seattle, Washington | | Percentage of assets, Performance-based fees | | [Cody Gunn](https://find.wellspent.co/advisors/cody-gunn.md) | Arrowstone Wealth | Malaga, Washington | | Percentage of assets | Showing the first 50 of 69. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/washington/?page=2 ## 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).