Financial advisors for tax planning in Seattle, Washington
Which financial advisor should I talk to about tax planning in Seattle?
For tax planning in Seattle, 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 Holly Davis of Alta Via Financial Planning LLC, Austin Boyce of SoundView Advisors and Lynn Anderson of Abundo Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Holly Davis Alta Via Financial Planning LLC, Seattle City Holds the CPA and CFP. Fees on file: subscription, one-time planning fee.
- Austin Boyce SoundView Advisors, Seattle City Holds the CPA and CFP. Fees on file: percentage of assets.
- Lynn Anderson Abundo Wealth, Seattle City Holds the CFP. Fees on file: subscription.
- Kevin DeAngelis Breakwater Investment Management, Seattle City Holds the CFP. Fees on file: percentage of assets.
- Melissa Leonard Cairn Financial Planning, Seattle City Holds the CFP. Fees on file: subscription, one-time planning fee.
- Amy Barnes Firebrand Wealth Management, LLC, Seattle City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Seattle work on tax planning?
The Wellspent public graph lists 36 fee-only advisors for tax planning in Seattle, at 26 firms. We counted every advisor record that lists this work, as of November 2026.
How do fee-only advisors for tax planning in Seattle charge?
The most common fee among fee-only advisors for tax planning in Seattle is a percentage of assets, used by 78% of the 36 with fees on file. Many use more than one: 28% charge by the hour and 25% charge fixed fees.
How much do fee-only financial advisors charge in Seattle?
Fee-only financial advisors in Seattle charge a median of $4,000 a year for ongoing planning. We found this across the published prices of 7 Seattle firms.
How much does a one-time financial plan cost in Seattle?
A one-time financial plan from a fee-only firm in Seattle has a median price of $4,000. We found this across the published prices of 7 Seattle firms.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the CPA and CFP. In Seattle, 50% of the 36 advisors listed hold the CFP.
- CPA6% in Seattle
- CPAs bring broad tax and accounting depth.
- CFP50% in Seattle
- The CFP connects tax decisions to the rest of the plan.
How do Seattle advisors for tax planning compare with the rest of the US?
25% of fee-only advisors for tax planning in Seattle 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 Seattle. 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 Seattle?
- 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 Seattle?
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 36 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Leslie Rosenberg | Humanize Wealth | Seattle | CFP | Percentage of assets |
| Joseph Hebert | trueNorth Wealth Advisors | Seattle | CFP, PhD | Percentage of assets, Ongoing 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 |
| Jamie Clark | Ruby Pebble Financial Planning LLC | Seattle | CFP | Flat fee or retainer, Hourly |
| Austin Boyce | SoundView Advisors | Seattle | CFP, CLU, CPA/PFS, CPA | Percentage of assets |
| 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 |
| Bethany Steinhaus | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Joseph Turley | Breakwater Investment Management | Seattle | CFP, CFA | Percentage of assets |
| Kevin DeAngelis | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Blake Martin | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Cherish Sutull | Blue Water Wealth | Seattle | CFP, CFA | 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 |
| Kory Lackey | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Sean Sternbach | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Jeffrey Fortner | Geometric Advisors | Seattle | CFA | Percentage of assets |
| Paul Hegdahl | Hegdahl Investment Management | Seattle | CFA | Percentage of assets, Fixed fees |
| Clinton Carpenter | Eckman Wealth Management | Seattle | Not listed | Percentage of assets, Fixed fees |
| George Chacko | Convexity Wealth Management | Seattle | Not listed | Percentage of assets |
| James Petricciani | Convexity Wealth Management | Seattle | Not listed | Percentage of assets |
| Randy Lundy | PracticeCFO | Seattle | Not listed | Percentage of assets, Fixed fees |
| David Ream | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Edward Riley | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Martin Link | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Matthew Pickett | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Nathan Dively | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
Want a shorter list for tax planning?
Tell us what you need and we'll narrow Seattle's 36 advisors to the few who fit.
Get matched in 2 minutes