# Financial advisors for tax planning in Bellevue, Washington > For tax planning in Bellevue, 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, Kevin Estes of Scaled Finance, LLC and Daniel Frankel of WealthCollab. Page: https://find.wellspent.co/specialties/tax-planning/washington/bellevue/ 32 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 Bellevue? For tax planning in Bellevue, 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, Kevin Estes of Scaled Finance, LLC and Daniel Frankel of WealthCollab. - [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters/), Advisia Financial Planning, LLC, Bellevue City. Holds the EA and CFP. Fees on file: hourly. - [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes/), Scaled Finance, LLC, Bellevue City. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel/), WealthCollab, Bellevue City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Brandon Steele](https://find.wellspent.co/advisors/brandon-steele/), Mainsail Financial Group, Bellevue City. Holds the CFP. Fees on file: ongoing planning fee. - [S Yeyni](https://find.wellspent.co/advisors/s-yeyni/), Wealth-Builders, Bellevue City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Lucas Baker](https://find.wellspent.co/advisors/lucas-baker/), MarsJewett Financial Group, Bellevue City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in Bellevue work on tax planning? The Wellspent public graph lists 32 fee-only advisors for tax planning in Bellevue, at 10 firms. We counted every advisor record that lists this work, as of November 2026. ## How do fee-only advisors for tax planning in Bellevue charge? The most common fee among fee-only advisors for tax planning in Bellevue is a percentage of assets, used by 69% of the 32 with fees on file. Many use more than one: 38% charge a flat fee or retainer and 25% charge an ongoing planning fee. ## 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 and CFP. In Bellevue, 38% of the 32 advisors listed hold the CFP. - EA (3% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CFP (38% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Bellevue advisors for tax planning compare with the rest of the US? 38% of fee-only advisors for tax planning in Bellevue charge a flat fee or retainer, compared with 10% 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 Bellevue? - 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 Bellevue? 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 | | [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel.md) | WealthCollab | Bellevue, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters.md) | Advisia Financial Planning, LLC | Bellevue, Washington | CFP, EA | Hourly | | [S Yeyni](https://find.wellspent.co/advisors/s-yeyni.md) | Wealth-Builders | Bellevue, Washington | CFP | Percentage of assets, Hourly | | [Brian Mars](https://find.wellspent.co/advisors/brian-mars.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | | [John Wright](https://find.wellspent.co/advisors/john-wright.md) | MarsJewett Financial Group | Bellevue, Washington | CFP | Percentage of assets, Flat fee or retainer | | [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 | | [Brandon Steele](https://find.wellspent.co/advisors/brandon-steele.md) | Mainsail Financial Group | Bellevue, Washington | CFP | Ongoing planning fee | | [John Griffin](https://find.wellspent.co/advisors/john-griffin.md) | Mainsail Financial Group | Bellevue, Washington | CFP | Ongoing planning fee | | [John Wilbourne](https://find.wellspent.co/advisors/john-wilbourne.md) | Occidental Asset Management | Bellevue, Washington | | Ongoing planning fee | | [Kathryn Kokenge](https://find.wellspent.co/advisors/kathryn-kokenge.md) | TrueWealth Financial Partners San Diego | Bellevue, Washington | CFP, CFA | Percentage of assets, Fixed fees | | [Sprague Kolp](https://find.wellspent.co/advisors/sprague-kolp.md) | Opal Advisors | Bellevue, Washington | CFP | Percentage of assets, Performance-based fees | | [Andrew Hall](https://find.wellspent.co/advisors/andrew-hall-7780634.md) | MarsJewett Financial Group | Bellevue, Washington | | Percentage of assets, Flat fee or retainer | | [Brock Mackenzie](https://find.wellspent.co/advisors/brock-mackenzie.md) | MarsJewett Financial Group | Bellevue, Washington | | Percentage of assets, Flat fee or retainer | | [Elizabeth Sowle](https://find.wellspent.co/advisors/elizabeth-sowle.md) | MarsJewett Financial Group | Bellevue, Washington | | Percentage of assets, Flat fee or retainer | | [Adam Laibson](https://find.wellspent.co/advisors/adam-laibson.md) | Mainsail Financial Group | Bellevue, Washington | | Ongoing planning fee | | [Adrian Fernandez](https://find.wellspent.co/advisors/adrian-fernandez.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [Bao Ly](https://find.wellspent.co/advisors/bao-ly.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [Christina Hua](https://find.wellspent.co/advisors/christina-hua.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [Felicia Fly](https://find.wellspent.co/advisors/felicia-fly.md) | Mainsail Financial Group | Bellevue, Washington | | Ongoing planning fee | | [James Hua](https://find.wellspent.co/advisors/james-hua.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [Jamie Langlow](https://find.wellspent.co/advisors/jamie-langlow.md) | TrueWealth Financial Partners San Diego | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Joshua Moore](https://find.wellspent.co/advisors/joshua-moore.md) | Mainsail Financial Group | Bellevue, Washington | | Ongoing planning fee | | [Justin Young](https://find.wellspent.co/advisors/justin-young.md) | Opal Advisors | Bellevue, Washington | | Percentage of assets, Performance-based fees | | [Patrick Severson](https://find.wellspent.co/advisors/patrick-severson.md) | TrueWealth Financial Partners San Diego | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Samuel Wisneski](https://find.wellspent.co/advisors/samuel-wisneski.md) | TrueWealth Financial Partners San Diego | Bellevue, Washington | | Percentage of assets, Fixed fees | | [Tonye Wokoma](https://find.wellspent.co/advisors/tonye-wokoma.md) | Mainsail Financial Group | Bellevue, Washington | | Ongoing planning fee | | [Chris Wheeler](https://find.wellspent.co/advisors/chris-wheeler.md) | Intirety | Bellevue, Washington | | Flat fee or retainer, Percentage of assets | | [Ethan Meikle](https://find.wellspent.co/advisors/ethan-meikle.md) | Intirety | Bellevue, Washington | | Flat fee or retainer, Percentage of assets | | [Shireen Sharma](https://find.wellspent.co/advisors/shireen-sharma.md) | Intirety | Bellevue, Washington | | Flat fee or retainer, Percentage of assets | | [William Ironmonger](https://find.wellspent.co/advisors/william-ironmonger.md) | Intirety | Bellevue, Washington | | Flat fee or retainer, Percentage of assets | ## Related - [Estate planning in Bellevue](https://find.wellspent.co/specialties/estate-planning/washington/bellevue.md) - [Retirement planning in Bellevue](https://find.wellspent.co/specialties/retirement-planning/washington/bellevue.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).