# Financial advisors for sustainable investing in Washington > For sustainable investing in Washington, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Cherish Sutull of Blue Water Wealth, Tim Melia of Embolden Financial Planning LLC and Trey Gevers of Gevers Wealth Management. Page: https://find.wellspent.co/specialties/sustainable-investing/washington/ 36 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 about sustainable investing in Washington? For sustainable investing in Washington, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Cherish Sutull of Blue Water Wealth, Tim Melia of Embolden Financial Planning LLC and Trey Gevers of Gevers Wealth Management. - [Cherish Sutull](https://find.wellspent.co/advisors/cherish-sutull/), Blue Water Wealth, Seattle. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [Tim Melia](https://find.wellspent.co/advisors/tim-melia/), Embolden Financial Planning LLC, Seattle. Holds the CFP. Fees on file: hourly. - [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers/), Gevers Wealth Management, Issaquah. Holds the CFA. Fees on file: percentage of assets, one-time planning fee. - [Christopher Jernstrom](https://find.wellspent.co/advisors/christopher-jernstrom/), Ironstream Capital, Seattle. Holds the CFA. Fees on file: percentage of assets. - [Carlie Ransom](https://find.wellspent.co/advisors/carlie-ransom/), Equal Path Investments, Tacoma. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Lorri DeFoor](https://find.wellspent.co/advisors/lorri-defoor/), Sustain Financial Inc., Lacey. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Washington work on sustainable investing? The Wellspent public graph lists 36 fee-only advisors for sustainable investing in Washington, at 27 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for sustainable investing in Washington located? Of the 36 fee-only advisors for sustainable investing in Washington, 10 are in Seattle, followed by 4 in Bellevue and 4 in Bellingham. ## How do fee-only advisors for sustainable investing in Washington charge? The most common fee among fee-only advisors for sustainable investing in Washington is a percentage of assets, used by 89% of the 36 with fees on file. Many use more than one: 61% charge by the hour and 19% charge fixed fees. ## 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 sustainable investing have? For sustainable investing, look for the CFA and CFP. In Washington, 36% of the 36 advisors listed hold the CFP. - CFA (14% of advisors listed): The CFA helps with evaluating funds and their holdings. - CFP (36% of advisors listed): The CFP keeps your values tied to your goals. ## How do Washington advisors for sustainable investing compare with the rest of the US? 19% of fee-only advisors for sustainable investing in Washington charge fixed fees, compared with 44% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor about sustainable investing in Washington? - What specifically would you exclude or include for me? - How do you check that a fund does what its name says? - How would this change my expected returns and costs? - How will you report on the impact of my portfolio? ## How current is this list of fee-only advisors for sustainable investing 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 | | [Tim Melia](https://find.wellspent.co/advisors/tim-melia.md) | Embolden Financial Planning LLC | Seattle, Washington | CFP, MBA | Hourly | | [Amy Barnes](https://find.wellspent.co/advisors/amy-barnes.md) | Firebrand Wealth Management, LLC | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee | | [Carlie Ransom](https://find.wellspent.co/advisors/carlie-ransom.md) | Equal Path Investments | Tacoma, Washington | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Leslie Rosenberg](https://find.wellspent.co/advisors/leslie-rosenberg.md) | Humanize Wealth | Seattle, Washington | CFP | Percentage of assets | | [Ali Criss](https://find.wellspent.co/advisors/ali-criss.md) | Financial Insights | Tacoma, Washington | CFP | Percentage of assets, Hourly | | [Lorri DeFoor](https://find.wellspent.co/advisors/lorri-defoor.md) | Sustain Financial Inc. | Lacey, Washington | CFP, AFC, MA | Percentage of assets, Ongoing planning fee | | [Anita Gray](https://find.wellspent.co/advisors/anita-gray.md) | Promenade Wealth | North Bend, Washington | CFP | Percentage of assets, Hourly, Ongoing 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 | | [Thomas McLean](https://find.wellspent.co/advisors/thomas-mclean-2262638.md) | Advitica Financial Planning | Tenino, Washington | CFP | Percentage of assets, Hourly, One-time planning fee | | [Thomas Nowak](https://find.wellspent.co/advisors/thomas-nowak.md) | Quantum Financial Planning | Langley, Washington | CFP | Hourly | | [Angel Cruz](https://find.wellspent.co/advisors/angel-cruz.md) | Cruz Wealth Management | Olympia, Washington | CFP | Percentage of assets | | [Cherish Sutull](https://find.wellspent.co/advisors/cherish-sutull.md) | Blue Water Wealth | Seattle, Washington | CFP, CFA | Percentage of assets, Fixed fees | | [Austen Auger](https://find.wellspent.co/advisors/austen-auger.md) | Shira Ridge Wealth Management | Vacouver, Washington | | Percentage of assets | | [Christopher Jernstrom](https://find.wellspent.co/advisors/christopher-jernstrom.md) | Ironstream Capital | Seattle, Washington | CFA | Percentage of assets | | [Alan Gammel](https://find.wellspent.co/advisors/alan-gammel.md) | Horizons Sustainable Financial Services | Puyallup, Washington | CFP | 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 | | [Connor Ridgeway](https://find.wellspent.co/advisors/connor-ridgeway.md) | Leeward Financial Partners | Bellevue, Washington | CFA | Percentage of assets, Hourly | | [Joel Petersen](https://find.wellspent.co/advisors/joel-petersen.md) | Sound Legacy Wealth Advisors | Kirkland, Washington | | Percentage of assets | | [Michael Emery](https://find.wellspent.co/advisors/michael-emery.md) | Leeward Financial Partners | Bellevue, Washington | CFA | Percentage of assets, Hourly | | [Tera Probst](https://find.wellspent.co/advisors/tera-probst.md) | Sound Legacy Wealth Advisors | Kirkland, Washington | | Percentage of assets | | [Mohammed Khalid](https://find.wellspent.co/advisors/mohammed-khalid.md) | Nabata Investment Group | Mountlake Terrace, Washington | | Percentage of assets, Hourly | | [Tyson Farmer](https://find.wellspent.co/advisors/tyson-farmer.md) | Vega Financial | Mercer Island, Washington | | Percentage of assets, Hourly | | [Bruce Herbert](https://find.wellspent.co/advisors/bruce-herbert.md) | Newground Social Investment | Seattle, Washington | | Percentage of assets, Hourly, Fixed fees | | [Bruce Petrie](https://find.wellspent.co/advisors/bruce-petrie.md) | Petrie Capital Management | Seattle, Washington | | Percentage of assets, Performance-based fees | | [David Ream](https://find.wellspent.co/advisors/david-ream.md) | Blue Water Wealth | Seattle, Washington | | Percentage of assets, Fixed fees | | [James Hallett](https://find.wellspent.co/advisors/james-hallett.md) | Hallett Advisors | Port Angeles, Washington | | Percentage of assets, Hourly | | [James Ridgeway](https://find.wellspent.co/advisors/james-ridgeway.md) | Leeward Financial Partners | Bellevue, Washington | | Percentage of assets, Hourly | | [Jason Wilson](https://find.wellspent.co/advisors/jason-wilson.md) | Hallett Advisors | Port Angeles, Washington | | Percentage of assets, Hourly | | [Martin Link](https://find.wellspent.co/advisors/martin-link.md) | Blue Water Wealth | Seattle, Washington | | Percentage of assets, Fixed fees | | [Roy Hsu](https://find.wellspent.co/advisors/roy-hsu.md) | Evoke Financial Services | Seattle, Washington | | Percentage of assets, Hourly, Fixed fees | | [Chase Munoz](https://find.wellspent.co/advisors/chase-munoz.md) | Rainier Capital Investment | Olympia, Washington | | Percentage of assets, Hourly, Fixed fees | | [David Schneider](https://find.wellspent.co/advisors/david-schneider.md) | Waycross Investment Management Company | Bellingham, Washington | | Percentage of assets, Hourly | | [Lino Marioni](https://find.wellspent.co/advisors/lino-marioni.md) | Waycross Investment Management Company | Bellingham, Washington | | Percentage of assets, Hourly | | [Luther Hodges](https://find.wellspent.co/advisors/luther-hodges.md) | Waycross Investment Management Company | Bellingham, Washington | | Percentage of assets, Hourly | | [Michael Ryan](https://find.wellspent.co/advisors/michael-ryan.md) | Waycross Investment Management Company | Bellingham, Washington | | Percentage of assets, Hourly | ## 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).