Financial advisors for family wealth transfer in Washington

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.

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.

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.

See every fee-only advisor fee in Washington

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.

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?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. How would you plan for Washington's estate tax as well as the federal one?
6. 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.