# Financial advisors for founders in Washington > For founders in Washington, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Martin Lundgren of Northern Lights Advisors Inc., Michelle Fait of Satori Financial LLC and Rebecca Meats of Clear Insight Wealth Management. Page: https://find.wellspent.co/specialties/founders-pre-exit/washington/ 66 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 as a founder in Washington? For founders in Washington, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Martin Lundgren of Northern Lights Advisors Inc., Michelle Fait of Satori Financial LLC and Rebecca Meats of Clear Insight Wealth Management. - [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren/), Northern Lights Advisors Inc., Seattle. Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee. - [Michelle Fait](https://find.wellspent.co/advisors/michelle-fait/), Satori Financial LLC, Seattle. Holds the EA and CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Rebecca Meats](https://find.wellspent.co/advisors/rebecca-meats/), Clear Insight Wealth Management, Spokane. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Kelly Van Wyhe](https://find.wellspent.co/advisors/kelly-van-wyhe/), Bright Road Wealth Management, LLC, Tacoma. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Thomas Bowman](https://find.wellspent.co/advisors/thomas-bowman/), Investors Portfolio Services, Puyallup. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Jonathan Wride](https://find.wellspent.co/advisors/jonathan-wride/), Crafted Finance, LLC, Seattle. Holds the CFP. Fees on file: ongoing planning fee, percentage of assets. ## How many fee-only financial advisors in Washington work with founders? The Wellspent public graph lists 66 fee-only advisors for founders in Washington, at 30 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Washington located? Of the 66 fee-only advisors for founders in Washington, 19 are in Bellevue, followed by 9 in Seattle and 8 in Redmond. ## How do fee-only advisors for founders in Washington charge? The most common fee among fee-only advisors for founders in Washington is a percentage of assets, used by 91% of the 66 with fees on file. Many use more than one: 47% charge fixed fees and 32% 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 founders have? For founders, look for the CPA, EA and CFP. In Washington, 38% of the 66 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs can model deal structure and the tax on proceeds. - EA (2% of advisors listed): Enrolled agents bring tax depth for multi-year planning. - CFP (38% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (14% of advisors listed): The CFA helps with investing a large sum at once. ## How do Washington advisors for founders compare with the rest of the US? 32% of fee-only advisors for founders in Washington charge by the hour, compared with 46% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Washington tax income? Washington doesn't tax wages, but it does tax large long-term capital gains, which matters when you sell stock or a business. ## What happens to stock pay if you move to or from Washington? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Washington can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Washington? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How would Washington's tax on capital gains change the way I sell? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | | [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 | | [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 | | [Rebecca Meats](https://find.wellspent.co/advisors/rebecca-meats.md) | Clear Insight Wealth Management | Spokane, Washington | CPA, AFC, CFP, ChFC, Other | 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 | | [Melinda Satterlee](https://find.wellspent.co/advisors/melinda-satterlee.md) | Marathon Wealth Management LLC | Medina, Washington | CFP | One-time planning fee, Ongoing planning fee, Hourly | | [Jamieson Hopp](https://find.wellspent.co/advisors/jamieson-hopp.md) | Millennial Wealth, LLC | Bellevue, Washington | CFP, BFA, CBDA, CEPA, CPWA, ECA | Percentage of assets, Hourly, Fixed fees | | [Kelly Van Wyhe](https://find.wellspent.co/advisors/kelly-van-wyhe.md) | Bright Road Wealth Management, LLC | Tacoma, Washington | CFP, CFA, BA | Percentage of assets, Hourly, Fixed fees | | [Brian Bruggeman](https://find.wellspent.co/advisors/brian-bruggeman.md) | Walla Walla Wealth Advisors | Walla Walla, Washington | CFP | Percentage of assets | | [Michelle Fait](https://find.wellspent.co/advisors/michelle-fait.md) | Satori Financial LLC | Seattle, Washington | CDFA, CFP, EA, MBA | Ongoing planning fee, 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 | | [Frank Gallo](https://find.wellspent.co/advisors/frank-gallo.md) | Investors Portfolio Services | Puyallup, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Bowman](https://find.wellspent.co/advisors/thomas-bowman.md) | Investors Portfolio Services | Puyallup, Washington | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Evan Schmidt](https://find.wellspent.co/advisors/evan-schmidt.md) | Schmidt Financial Management | Kirkland, Washington | CFP | Percentage of assets | | [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 | | [Andrew Block](https://find.wellspent.co/advisors/andrew-block.md) | Walla Walla Wealth Advisors | Walla Walla, Washington | | Percentage of assets | | [Blake Martin](https://find.wellspent.co/advisors/blake-martin.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Dale Terwedo](https://find.wellspent.co/advisors/dale-terwedo.md) | TFS Advisors | Edmonds, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Hart Williams](https://find.wellspent.co/advisors/hart-williams.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [John Wilbourne](https://find.wellspent.co/advisors/john-wilbourne.md) | Occidental Asset Management | Bellevue, Washington | | Ongoing planning fee | | [Kory Lackey](https://find.wellspent.co/advisors/kory-lackey.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Laurie Klein](https://find.wellspent.co/advisors/laurie-klein.md) | Kaizen Financial Advisors | Kirkland, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick Fletcher](https://find.wellspent.co/advisors/patrick-fletcher.md) | GenSphere Private Wealth | Gig Harbor, Washington | CFP | Percentage of assets, One-time planning fee | | [Sean Sternbach](https://find.wellspent.co/advisors/sean-sternbach.md) | Cloud Capital Management | Seattle, Washington | | Percentage of assets | | [Benjamin Smith](https://find.wellspent.co/advisors/benjamin-smith-6669577.md) | Briarwood Financial | Gig Harbor, Washington | CFP | Ongoing planning fee, One-time planning fee | | [Aaron Terwedo](https://find.wellspent.co/advisors/aaron-terwedo.md) | TFS Advisors | Edmonds, Washington | ChFC | Percentage of assets, Hourly, Fixed fees | | [Arijeet Singh](https://find.wellspent.co/advisors/arijeet-singh.md) | Willow Grove Advisors | Brier, Washington | | 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 | | [Noah Fenz](https://find.wellspent.co/advisors/noah-fenz.md) | Investors Portfolio Services | Puyallup, Washington | | Percentage of assets, Hourly, Fixed fees | | [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 | | [Dominic Hubert](https://find.wellspent.co/advisors/dominic-hubert.md) | Schmidt Financial Management | Kirkland, Washington | | Percentage of assets | | [Eric Penz](https://find.wellspent.co/advisors/eric-penz.md) | Private Advisory Group | Redmond, Washington | | Percentage of assets, Performance-based fees | | [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 | | [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 | | [Timothy Mosier](https://find.wellspent.co/advisors/timothy-mosier.md) | Cairn Wealth Management | Vancouver, Washington | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 66. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/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).