# Financial advisors for tax planning in Washington > For tax planning in Washington, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Jeffrey Walters of Advisia Financial Planning, LLC, Holly Davis of Alta Via Financial Planning LLC and Rebecca Meats of Clear Insight Wealth Management. Page: https://find.wellspent.co/specialties/tax-planning/washington/ 174 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Washington? For tax planning in Washington, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Jeffrey Walters of Advisia Financial Planning, LLC, Holly Davis of Alta Via Financial Planning LLC and Rebecca Meats of Clear Insight Wealth Management. - [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters/), Advisia Financial Planning, LLC, Bellevue. Holds the EA and CFP. Fees on file: hourly. - [Holly Davis](https://find.wellspent.co/advisors/holly-davis/), Alta Via Financial Planning LLC, Seattle. Holds the CPA and CFP. Fees on file: subscription, one-time planning fee. - [Rebecca Meats](https://find.wellspent.co/advisors/rebecca-meats/), Clear Insight Wealth Management, Spokane. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Scott Blaesing](https://find.wellspent.co/advisors/scott-blaesing/), Cascade Wealth Advisors, Inc., Wenatchee. Holds the CPA and CFP. Fees on file: ongoing planning fee. - [Troy Sapp](https://find.wellspent.co/advisors/troy-sapp/), Commencement Financial Planning, LLC, Lakewood. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Austin Boyce](https://find.wellspent.co/advisors/austin-boyce/), SoundView Advisors, Seattle. Holds the CPA and CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Washington work on tax planning? The Wellspent public graph lists 174 fee-only advisors for tax planning in Washington, at 92 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for tax planning in Washington located? Of the 174 fee-only advisors for tax planning in Washington, 36 are in Seattle, followed by 32 in Bellevue and 13 in Spokane. ## How do fee-only advisors for tax planning in Washington charge? The most common fee among fee-only advisors for tax planning in Washington is a percentage of assets, used by 82% of the 174 with fees on file. Many use more than one: 30% charge by the hour and 30% 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 tax planning have? For tax planning, look for the EA, CPA and CFP. In Washington, 40% of the 174 advisors listed hold the CFP. - EA (1% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (3% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (40% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Washington advisors for tax planning compare with the rest of the US? 30% of fee-only advisors for tax planning in Washington charge fixed fees, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 should I ask a financial advisor about tax planning in Washington? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How would Washington's tax on capital gains change the way I sell? ## How current is this list of fee-only advisors for tax planning 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 | |---|---|---|---|---| | [Didi Chen](https://find.wellspent.co/advisors/didi-chen.md) | Everleap Financial Planning | Newcastle, Washington | CFP, CFA | One-time planning fee, Hourly | | [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 | | [Angela Furubotten-LaRosee](https://find.wellspent.co/advisors/angela-furubotten-larosee.md) | Avea Financial Planning, LLC | Pasco, Washington | CFP | Flat fee or retainer, 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 | | [Jonathan Wride](https://find.wellspent.co/advisors/jonathan-wride.md) | Crafted Finance, LLC | Seattle, Washington | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Melissa Leonard](https://find.wellspent.co/advisors/melissa-leonard.md) | Cairn Financial Planning | Seattle, Washington | CFP | Subscription, One-time planning fee, Hourly | | [Audrey Emerson](https://find.wellspent.co/advisors/audrey-emerson.md) | AdviceOnly | Bellingham, Washington | CFP | Subscription, One-time planning fee, Hourly | | [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel.md) | WealthCollab | Bellevue, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [David Uhlmann](https://find.wellspent.co/advisors/david-uhlmann.md) | Synergos Advisory LLC | Seattle, Washington | AAMS, CFP, MS, APMA | Flat fee or retainer, Ongoing planning fee | | [Eric Franklin](https://find.wellspent.co/advisors/eric-franklin.md) | Prospero Wealth | Seattle, Washington | CFP | Percentage of assets, Hourly, One-time planning fee | | [Holly Davis](https://find.wellspent.co/advisors/holly-davis.md) | Alta Via Financial Planning LLC | Seattle, Washington | CFP, CPA | Subscription, One-time planning fee, Hourly | | [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters.md) | Advisia Financial Planning, LLC | Bellevue, Washington | CFP, EA | Hourly | | [Leslie Rosenberg](https://find.wellspent.co/advisors/leslie-rosenberg.md) | Humanize Wealth | Seattle, Washington | CFP | Percentage of assets | | [Christopher Christiansen](https://find.wellspent.co/advisors/christopher-christiansen.md) | Quantum Financial Planning Services, Inc. | Spokane, Washington | CFP | Flat fee or retainer, Percentage of assets, One-time planning fee | | [Eric Smith](https://find.wellspent.co/advisors/eric-smith.md) | Ridge Falls Financial Planning | Bellingham, Washington | CFP, MBA | Hourly | | [Joseph Hebert](https://find.wellspent.co/advisors/joseph-hebert.md) | trueNorth Wealth Advisors | Seattle, Washington | CFP, PhD | Percentage of assets, Ongoing planning fee | | [Keith Spencer](https://find.wellspent.co/advisors/keith-spencer.md) | Spencer Financial Planning, LLC | Spokane, Washington | CFP | Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee | | [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee | | [Rebecca Meats](https://find.wellspent.co/advisors/rebecca-meats.md) | Clear Insight Wealth Management | Spokane, Washington | CPA, AFC, CFP, ChFC, Other | Percentage of assets, Ongoing planning fee | | [Ali Criss](https://find.wellspent.co/advisors/ali-criss.md) | Financial Insights | Tacoma, Washington | CFP | Percentage of assets, Hourly | | [Jamie Clark](https://find.wellspent.co/advisors/jamie-clark.md) | Ruby Pebble Financial Planning LLC | Seattle, Washington | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Kailie Abascal](https://find.wellspent.co/advisors/kailie-abascal.md) | Middleton & Company | Vancouver, Washington | CFP | Percentage of assets, One-time planning fee | | [Scott Blaesing](https://find.wellspent.co/advisors/scott-blaesing.md) | Cascade Wealth Advisors, Inc. | Wenatchee, Washington | CFP, CPA | Ongoing planning fee | | [Taylor Anderson](https://find.wellspent.co/advisors/taylor-anderson.md) | Middleton & Company | Vancouver, Washington | CFP | Percentage of assets, One-time planning fee | | [Troy Sapp](https://find.wellspent.co/advisors/troy-sapp.md) | Commencement Financial Planning, LLC | Lakewood, Washington | CFP, CPA | Percentage of assets, Hourly, One-time planning fee | | [Austin Boyce](https://find.wellspent.co/advisors/austin-boyce.md) | SoundView Advisors | Seattle, Washington | CFP, CLU, CPA/PFS, CPA, BA | Percentage of assets | | [Kelly Van Wyhe](https://find.wellspent.co/advisors/kelly-van-wyhe.md) | Bright Road Wealth Management, LLC | Tacoma, Washington | CFP, CFA, BA | Percentage of assets, Hourly, Fixed fees | | [Chris Maggio](https://find.wellspent.co/advisors/chris-maggio.md) | Retirement Planning Partner LLC | Seattle, Washington | RICP | One-time planning fee | | [Lisa Eaton](https://find.wellspent.co/advisors/lisa-eaton.md) | Firm Footing Financial Planning | Seattle, Washington | AFC, MS, DPT | Hourly | | [Lynn Anderson](https://find.wellspent.co/advisors/lynn-anderson.md) | Abundo Wealth | Seattle, Washington | CFP | Subscription | | [Brian Bruggeman](https://find.wellspent.co/advisors/brian-bruggeman.md) | Walla Walla Wealth Advisors | Walla Walla, Washington | CFP | Percentage of assets | | [Anita Gray](https://find.wellspent.co/advisors/anita-gray.md) | Promenade Wealth | North Bend, Washington | CFP | Percentage of assets, Hourly, Ongoing planning fee | | [Gregory Stapp](https://find.wellspent.co/advisors/gregory-stapp.md) | Stapp Financial | Olympia, Washington | CFP, PFS | Percentage of assets | | [Kelly Brown](https://find.wellspent.co/advisors/kelly-brown.md) | Brown PCFO | Bellingham, Washington | CFP | Percentage of assets, Hourly, One-time planning fee | | [S Yeyni](https://find.wellspent.co/advisors/s-yeyni.md) | Wealth-Builders | Bellevue, Washington | CFP | Percentage of assets, Hourly | | [Thomas Stapp](https://find.wellspent.co/advisors/thomas-stapp.md) | Stapp Financial | Olympia, Washington | CFP | Percentage of assets | | [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers.md) | Gevers Wealth Management | Issaquah, Washington | CFA | Percentage of assets, One-time planning fee | | [Andrew Prentice](https://find.wellspent.co/advisors/andrew-prentice.md) | Prentice Financial Planning | Olympia, Washington | CFP | Percentage of assets, Fixed fees | | [April Kriha](https://find.wellspent.co/advisors/april-kriha.md) | Tenere Financial | Sammamish, Washington | CFP | Percentage of assets | | [Bethany Steinhaus](https://find.wellspent.co/advisors/bethany-steinhaus.md) | Breakwater Investment Management | Seattle, Washington | CFP | Percentage of assets | | [Brian Mars](https://find.wellspent.co/advisors/brian-mars.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | | [Frank Gallo](https://find.wellspent.co/advisors/frank-gallo.md) | Investors Portfolio Services | Puyallup, Washington | CFP | Percentage of assets, Hourly, Fixed fees | | [John Wright](https://find.wellspent.co/advisors/john-wright.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | | [Joseph Turley](https://find.wellspent.co/advisors/joseph-turley.md) | Breakwater Investment Management | Seattle, Washington | CFP, CFA | Percentage of assets | | [Kevin DeAngelis](https://find.wellspent.co/advisors/kevin-deangelis.md) | Breakwater Investment Management | Seattle, Washington | CFP | Percentage of assets | | [Lucas Baker](https://find.wellspent.co/advisors/lucas-baker.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | | [Scott Jewett](https://find.wellspent.co/advisors/scott-jewett.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | Showing the first 50 of 174. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/washington/?page=2 ## 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) - [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) - [Family wealth transfer in Washington](https://find.wellspent.co/specialties/family-wealth-transfer/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).