Financial advisors for retirement planning in Bellevue, Washington

Which financial advisor should I talk to about retirement planning in Bellevue?

For retirement planning in Bellevue, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Jeffrey Walters of Advisia Financial Planning, LLC, Brandon Steele of Mainsail Financial Group and Jeff Tolsma of Tolsma Investments, LLC.

How many fee-only financial advisors in Bellevue work on retirement planning?

The Wellspent public graph lists 31 fee-only advisors for retirement planning in Bellevue, at 12 firms. We counted every advisor record that lists this work, as of November 2026.

How do fee-only advisors for retirement planning in Bellevue charge?

The most common fee among fee-only advisors for retirement planning in Bellevue is a percentage of assets, used by 71% of the 31 with fees on file. Many use more than one: 32% charge fixed fees and 26% charge an ongoing planning fee.

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 retirement planning have?

For retirement planning, look for the CFP and EA. In Bellevue, 29% of the 31 advisors listed hold the CFP.

Does Washington tax retirement income?

No. Washington doesn't tax retirement account withdrawals or pensions, though it does tax large capital gains.

What should I ask a financial advisor about retirement planning in Bellevue?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. Would you plan differently if I might move to another state in retirement?

How current is this list of fee-only advisors for retirement planning in Bellevue?

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.