Financial advisors for retirement planning in Seattle, Washington

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

For retirement planning in Seattle, 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 Holly Davis of Alta Via Financial Planning LLC, Austin Boyce of SoundView Advisors and Mindy Crary of Creative Money LLC.

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

The Wellspent public graph lists 31 fee-only advisors for retirement planning in Seattle, at 22 firms. We counted every advisor record that lists this work, as of November 2026.

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

The most common fee among fee-only advisors for retirement planning in Seattle is a percentage of assets, used by 61% of the 31 with fees on file. Many use more than one: 42% charge by the hour and 23% charge a one-time planning fee.

How much do fee-only financial advisors charge in Seattle?

Fee-only financial advisors in Seattle charge a median of $4,000 a year for ongoing planning. We found this across the published prices of 7 Seattle firms.

How much does a one-time financial plan cost in Seattle?

A one-time financial plan from a fee-only firm in Seattle has a median price of $4,000. We found this across the published prices of 7 Seattle 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 RICP, CFP and CPA. In Seattle, 45% 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 Seattle?

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 Seattle?

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.