Financial advisors for tax planning in Washington
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Jeffrey Walters Advisia Financial Planning, LLC, Bellevue Holds the EA and CFP. Fees on file: hourly.
- Holly Davis Alta Via Financial Planning LLC, Seattle Holds the CPA and CFP. Fees on file: subscription, one-time planning fee.
- Rebecca Meats Clear Insight Wealth Management, Spokane Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Scott Blaesing Cascade Wealth Advisors, Inc., Wenatchee Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Troy Sapp Commencement Financial Planning, LLC, Lakewood Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- 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.
Plus 75 in other cities.
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.
- EA1% in Washington
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA3% in Washington
- CPAs bring broad tax and accounting depth.
- CFP40% in Washington
- 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.
Dark bars are Washington. Light bars are all US advisors for tax planning.
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.
All 174 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Didi Chen Fiduciary planning for immigrants, Asian Americans and their families working through money, career and life transitions. | Everleap Financial Planning | Newcastle | CFP, CFA | One-time planning fee, Hourly |
| 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 |
| Angela Furubotten-LaRosee | Avea Financial Planning, LLC | Pasco | CFP | Flat fee or retainer, Ongoing planning fee |
| Carlie Ransom | Equal Path Investments | Tacoma | CFP | Flat fee or retainer, Ongoing planning fee |
| Jonathan Wride | Crafted Finance, LLC | Seattle | CFP | Ongoing planning fee, Percentage of assets |
| Melissa Leonard Fiduciary, advice-only planning that helps young professionals and families live intentionally and enjoy experiences now, not only in retirement. | Cairn Financial Planning | Seattle | CFP | Subscription, One-time planning fee |
| Audrey Emerson Planning with no minimums for newlyweds, freelancers and creative millennials, usually through a four- to five-month integrated process. | AdviceOnly | Bellingham | CFP | Subscription, One-time planning fee |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| David Uhlmann | Synergos Advisory LLC | Seattle | AAMS, CFP, MS, APMA | Flat fee or retainer, Ongoing planning fee |
| Eric Franklin | Prospero Wealth | Seattle | CFP | Percentage of assets, Hourly |
| Holly Davis Planning for busy families with active outdoor lives balancing competing goals, plus equity compensation guidance for tech workers. | Alta Via Financial Planning LLC | Seattle | CFP, CPA | Subscription, One-time planning fee |
| Jeffrey Walters Hourly, fee-only advice on planning, taxes and investments for DIY investors who want to keep managing their own portfolios. | Advisia Financial Planning, LLC | Bellevue | CFP, EA | Hourly |
| Leslie Rosenberg | Humanize Wealth | Seattle | CFP | Percentage of assets |
| Christopher Christiansen | Quantum Financial Planning Services, Inc. | Spokane | CFP | Flat fee or retainer, Percentage of assets |
| Eric Smith Hourly, advice-only reviews for DIY investors who manage their own money and want a fiduciary second opinion before retirement. | Ridge Falls Financial Planning | Bellingham | CFP, MBA | Hourly |
| Joseph Hebert | trueNorth Wealth Advisors | Seattle | CFP, PhD | Percentage of assets, Ongoing planning fee |
| Keith Spencer | Spencer Financial Planning, LLC | Spokane | CFP | Ongoing planning fee, One-time planning fee |
| Kris Draper | Northern Lights Advisors Inc | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Martin Lundgren | Northern Lights Advisors Inc. | Seattle | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Rebecca Meats | Clear Insight Wealth Management | Spokane | CPA, AFC, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Ali Criss | Financial Insights | Tacoma | CFP | Percentage of assets, Hourly |
| Jamie Clark | Ruby Pebble Financial Planning LLC | Seattle | CFP | Flat fee or retainer, Hourly |
| Kailie Abascal | Middleton & Company | Vancouver | CFP | Percentage of assets, One-time planning fee |
| Scott Blaesing | Cascade Wealth Advisors, Inc. | Wenatchee | CFP, CPA | Ongoing planning fee |
| Taylor Anderson | Middleton & Company | Vancouver | CFP | Percentage of assets, One-time planning fee |
| Troy Sapp | Commencement Financial Planning, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Austin Boyce | SoundView Advisors | Seattle | CFP, CLU, CPA/PFS, CPA | Percentage of assets |
| Kelly Van Wyhe | Bright Road Wealth Management, LLC | Tacoma | CFP, CFA, BA | Percentage of assets, Hourly |
| Chris Maggio Project-based retirement planning with no asset minimum for people who want to stay in the driver's seat of their decisions. | Retirement Planning Partner LLC | Seattle | RICP | One-time planning fee |
| Lisa Eaton Affordable, tailored planning and coaching for people who have felt priced out of or unwelcome in conversations about wealth. | Firm Footing Financial Planning | Seattle | AFC, MS, DPT | Hourly |
| Lynn Anderson Clear, unbiased, advice-only planning for clients nationwide, with lower fees and advice shaped to each person's situation. | Abundo Wealth | Seattle | CFP | Subscription |
| Brian Bruggeman | Walla Walla Wealth Advisors | Walla Walla | CFP | Percentage of assets |
| Anita Gray | Promenade Wealth | North Bend | CFP | Percentage of assets, Hourly |
| Gregory Stapp | Stapp Financial | Olympia | CFP, PFS | Percentage of assets |
| Kelly Brown | Brown PCFO | Bellingham | CFP | Percentage of assets, Hourly |
| S Yeyni | Wealth-Builders | Bellevue | CFP | Percentage of assets, Hourly |
| Thomas Stapp | Stapp Financial | Olympia | CFP | Percentage of assets |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Andrew Prentice | Prentice Financial Planning | Olympia | CFP | Percentage of assets, Fixed fees |
| April Kriha | Tenere Financial | Sammamish | CFP | Percentage of assets |
| Bethany Steinhaus | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Brian Mars | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Frank Gallo | Investors Portfolio Services | Puyallup | CFP | Percentage of assets, Hourly |
| John Wright | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Joseph Turley | Breakwater Investment Management | Seattle | CFP, CFA | Percentage of assets |
| Kevin DeAngelis | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Lucas Baker | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Scott Jewett | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
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