Financial advisors for founders in Washington

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.

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.

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.

See every fee-only advisor fee in Washington

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How would Washington's tax on capital gains change the way I sell?
6. 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.