W Wellspent
Get matched
For advisors Get matched
Wellspent public graph/Specialties/Family wealth transfer/Washington

Financial advisors for family wealth transfer in Washington

All 69 advisors

Fee-only advisors for family wealth transfer in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
David Young Summit Family Office Services Woodinville CFA Percentage of assets, Hourly
Jack Dolan Parcion Private Wealth Bellevue CFA Percentage of assets, Fixed fees
Nathan Mumford Parcion Private Wealth Bellevue CFA Percentage of assets, Fixed fees
Ryan Halleran GenSphere Private Wealth Sammamish Not listed Percentage of assets, One-time planning fee
Zachary Cleveland Parcion Private Wealth Bellevue CFA Percentage of assets, Fixed fees
Anthony Rossi Integrated Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Austin Collins Integrated Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Sylvia Gilmore Aletheian Wealth Advisors Bellevue Not listed Percentage of assets, Fixed fees
Abigail Miller Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Bennett Wood Surience Private Wealth Yakima Not listed Percentage of assets, Hourly
David Giannini Truvista Advisors Redmond Not listed Percentage of assets
Diego Arias Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Jeffrey Kauffman Summit Family Office Services Woodinville Not listed Percentage of assets, Hourly
Jennifer Nagai Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Joel Hussey Truvista Advisors Redmond Not listed Percentage of assets
Kalena Laurent Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Michael Herr Summit Family Office Services Bellevue Not listed Percentage of assets, Hourly
Terrance Cook Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Tyler Rockwell Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees