Financial advisors for tax planning in Bellevue, Washington

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.

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.

See every fee-only advisor fee in Washington

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.

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?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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.