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Financial advisors for tax planning in Washington

All 174 advisors

Fee-only advisors for tax planning in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Thomas Bowman Investors Portfolio Services Puyallup CFP, CFA Percentage of assets, Hourly
Tyler Linsten Alder Cove Capital Tukwila CFA Flat fee or retainer, Percentage of assets
Evan Schmidt Schmidt Financial Management Kirkland CFP Percentage of assets
Mark Farrelly Cairn Wealth Management Vancouver CFP, ChFC Percentage of assets, Hourly
Patrick Mason Cairn Wealth Management Vancouver CFP Percentage of assets, Hourly
Rick Prime HFG Trust Kennewick CFP Percentage of assets, Hourly
Robert Pearson HFG Trust Kennewick CFP Percentage of assets, Hourly
Saket Sengar Better Financial Services Federal Way CFP Percentage of assets, Hourly
William Wang HFG Trust Kennewick CFP Percentage of assets, Hourly
Andrew Block Walla Walla Wealth Advisors Walla Walla Not listed Percentage of assets
Blake Martin Cloud Capital Management Seattle Not listed Percentage of assets
Bradley Blackburn Blackburn Financial Cashmere CFP Percentage of assets, Hourly
Brandon Steele Mainsail Financial Group Bellevue CFP Ongoing planning fee
Cherish Sutull Blue Water Wealth Seattle CFP, CFA Percentage of assets, Fixed fees
Derek Dzingle Stolz & Associates, P.S. Tacoma CFP, CFA Percentage of assets
Devyn Deleon DeLeon Wealth Kennewick CFP Percentage of assets, Fixed fees
Hart Williams Cloud Capital Management Seattle Not listed Percentage of assets
Hope Broucek Financial Planning for Real People Seattle ChFC Hourly, Percentage of assets
John Griffin Mainsail Financial Group Bellevue CFP Ongoing planning fee
John Wilbourne Occidental Asset Management Bellevue Not listed Ongoing planning fee
Kathryn Kokenge TrueWealth Financial Partners San Diego Bellevue CFP, CFA Percentage of assets, Fixed fees
Kory Lackey Cloud Capital Management Seattle Not listed Percentage of assets
Kyle Rash Champion Financial Planning Anacortes ChFC Hourly, Flat fee or retainer
Michelle Robinson Stolz & Associates, P.S. Tacoma CFP Percentage of assets
Patrick Fletcher GenSphere Private Wealth Gig Harbor CFP Percentage of assets, One-time planning fee
Sean Sternbach Cloud Capital Management Seattle Not listed Percentage of assets
Sprague Kolp Opal Advisors Bellevue CFP Percentage of assets, Performance-based fees
Andrew Bloom MB Generational Wealth Spokane CFP, CFA Percentage of assets
Austen Auger Shira Ridge Wealth Management Vacouver Not listed Percentage of assets
Benjamin Smith Briarwood Financial Gig Harbor CFP Ongoing planning fee, One-time planning fee
Charles Johnson Differential Planning Silverdale CFA Hourly
Jeffrey Fortner Geometric Advisors Seattle CFA Percentage of assets
Jeffrey Zappone Chair Six Financial | Financial Planning Spokane PFS Hourly, Fixed fees
Jun Chea Rainier Family Wealth Tacoma CFP Percentage of assets
Rebecca Stapp Stapp Financial Olympia Not listed Percentage of assets
Robert Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Seth Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Tor Benson Streamline Advisory Bellingham CFP One-time planning fee
Aaron Beeson Seek First Ellensburg Not listed Percentage of assets, Fixed fees
Andrew Hall MarsJewett Financial Group Bellevue Not listed Percentage of assets, Flat fee or retainer
Andrew Stolz Stolz & Associates, P.S. Tacoma CFA Percentage of assets
Brock Mackenzie MarsJewett Financial Group Bellevue Not listed Percentage of assets, Flat fee or retainer
David Archibald Colmina Redmond CFA Percentage of assets, Hourly
Elizabeth Sowle MarsJewett Financial Group Bellevue Not listed Percentage of assets, Flat fee or retainer
Garrett Dastrup Opportunus Wealth Management Gig Harbor CFA Percentage of assets, Hourly
Jason Strough Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Joel Petersen Sound Legacy Wealth Advisors Kirkland Not listed Percentage of assets
Kaleigh Prentice Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Kevin Pummill Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Matthew Augspurger Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly