Financial advisors for sustainable investing in Washington
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Cherish Sutull Blue Water Wealth, Seattle Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees.
- Tim Melia Embolden Financial Planning LLC, Seattle Holds the CFP. Fees on file: hourly.
- Trey Gevers Gevers Wealth Management, Issaquah Holds the CFA. Fees on file: percentage of assets, one-time planning fee.
- Christopher Jernstrom Ironstream Capital, Seattle Holds the CFA. Fees on file: percentage of assets.
- Carlie Ransom Equal Path Investments, Tacoma Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- 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.
Plus 14 in other cities.
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.
- CFA14% in Washington
- The CFA helps with evaluating funds and their holdings.
- CFP36% in Washington
- 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.
Dark bars are Washington. Light bars are all US advisors for sustainable investing.
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.
All 36 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. | Scaled Finance, LLC | Bellevue | CFP, MBA | Hourly, One-time planning fee |
| Tim Melia Hourly, advice-only planning for young professionals, families and retirees, from first-time guidance to second opinions for DIY investors. | Embolden Financial Planning LLC | Seattle | CFP, MBA | Hourly |
| Amy Barnes | Firebrand Wealth Management, LLC | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Carlie Ransom | Equal Path Investments | Tacoma | CFP | Flat fee or retainer, Ongoing planning fee |
| Leslie Rosenberg | Humanize Wealth | Seattle | CFP | Percentage of assets |
| Ali Criss | Financial Insights | Tacoma | CFP | Percentage of assets, Hourly |
| Lorri DeFoor | Sustain Financial Inc. | Lacey | CFP, AFC, MA | Percentage of assets, Ongoing planning fee |
| Anita Gray | Promenade Wealth | North Bend | CFP | Percentage of assets, Hourly |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Thomas McLean | Advitica Financial Planning | Tenino | CFP | Percentage of assets, Hourly |
| Thomas Nowak | Quantum Financial Planning | Langley | CFP | Hourly |
| Angel Cruz | Cruz Wealth Management | Olympia | CFP | Percentage of assets |
| Cherish Sutull | Blue Water Wealth | Seattle | CFP, CFA | Percentage of assets, Fixed fees |
| Austen Auger | Shira Ridge Wealth Management | Vacouver | Not listed | Percentage of assets |
| Christopher Jernstrom | Ironstream Capital | Seattle | CFA | Percentage of assets |
| Alan Gammel | Horizons Sustainable Financial Services | Puyallup | CFP | Percentage of assets, Hourly |
| Arijeet Singh | Willow Grove Advisors | Brier | Not listed | Percentage of assets, Hourly |
| Connor Ridgeway | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| Joel Petersen | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Michael Emery | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| Tera Probst | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Mohammed Khalid | Nabata Investment Group | Mountlake Terrace | Not listed | Percentage of assets, Hourly |
| Tyson Farmer | Vega Financial | Mercer Island | Not listed | Percentage of assets, Hourly |
| Bruce Herbert | Newground Social Investment | Seattle | Not listed | Percentage of assets, Hourly |
| Bruce Petrie | Petrie Capital Management | Seattle | Not listed | Percentage of assets, Performance-based fees |
| David Ream | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| James Hallett | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| James Ridgeway | Leeward Financial Partners | Bellevue | Not listed | Percentage of assets, Hourly |
| Jason Wilson | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| Martin Link | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Roy Hsu | Evoke Financial Services | Seattle | Not listed | Percentage of assets, Hourly |
| Chase Munoz | Rainier Capital Investment | Olympia | Not listed | Percentage of assets, Hourly |
| David Schneider | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Lino Marioni | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Luther Hodges | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
| Michael Ryan | Waycross Investment Management Company | Bellingham | Not listed | Percentage of assets, Hourly |
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