What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Seattle, WA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Seattle, WA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Nick Reilly
CFP®, CDAA
One Day Advice
Seattle, WA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Employee Equity Compensation, Stock Options, Tax Planning, RSU's and ESPP's, Employee Benefits Planning, College Education Planning, Cash Flow and Budgeting
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the U.S. who are tech professionals, real estate investors, or business owners/executives.
Tim Melia
CFP®, MBA
Embolden Financial Planning LLC
Seattle, WA
Specialties: Advice-Only Financial Planning, Hourly Fee-Only Financial Planning, Comprehensive Financial Planning, Personal Finance Advice, Financial Goal Planning, Retirement Planning, Investment Advice, Socially Responsible Investments Available, Income Tax Planning, Estate Planning, Cash Flow and Debt Management, Major Life Decision Planning, Personal Finance Education, Real Estate
Advice-only financial planning and hourly fee-only pricing. I'm focused on making personal financial advice and planning accessible for you. Transparent and tailored to your financial life. I serve clients virtually in Seattle, throughout Washington State, and beyond. How can I help? BE EMBOLDENED.
Martin Lundgren
CFA®, CFP®, CIPM, PMP
Northern Lights Advisors Inc.
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Ballard, Seattle, WA, serving clients locally and across the country
Joe Wride
CFP®
Crafted Finance, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Holly Davis
CFP®, CPA
Alta Via Financial Planning
Seattle, WA
Specialties: Comprehensive Financial Planning, Cash Flow and Budgeting, Investment Planning, Education Planning, Tax Planning, Equity Compensation, Risk Management, Estate Planning
Advice-Only Fiduciary working with families who thrive on outdoor adventure and work in tech.
Brandon Beckner
CFP®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jason Preti
CFP®
Unleashed Financial LLC
Kirkland, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Wealth Management,
Fee-Only financial planner located in Kirkland, WA, serving clients locally and across the country
Brad Allen
CFP®
trueNorth Wealth Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Riley Poppy
CFP®, CSLP® BFA™, CTS™
Ignite Financial Planning, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Tax Planning, Student Loans & Repayment Plans, Employee Equity Compensation, RSUs, ESPPs, Stock Options, Investment Management, Employee Benefits Planning, Retirement Income Planning, College Education Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
James Reinke
CFP®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Stephen Dart
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Katy Cook
Ph.D., CFP®
Abacus Financial Planning, LLC
Kirkland, WA
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Equity compensation, Investment Management
We help women across the lifespan, especially around points of transition.
Levi Sanchez
CFP®, CPWA®, BFA™, CEPA®
Millennial Wealth, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Stock Options, RSU’s, ESPP’s, Cash Flow and Budgeting, College Education Planning, Tax Planning, Behavioral Financial Advice
Fee-Only Financial Planner located in Seattle, WA, serving young professionals and tech employees locally and across the country
Amanda Skrivanich
CFP®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jamieson Hopp
CFP®, ECA
Millennial Wealth, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Stock Options, RSU's, ESPP's, Cash Flow and Budgeting, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving young professionals locally and across the country.
Stacy Ployhar
CFP®
2020 Financial Planning LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planner serving clients planning for retirement or nearing retirement.
David R. Uhlmann
MSF, CFP® , AAMS®, APMA®
Synergos Advisory LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Rule of 55 strategies for near retirees, Investment Management, Portfolio framework and asset location strategies, ISO, NSO, RS, RSU, and ESPP Tax Planning, Cash Flow Management, College Education Planning, Risk Management Strategies, Estate Planning Stategies
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Melinda Satterlee
CFP®
Marathon Wealth Management LLC
Bellevue, WA
Specialties: Boutique Firm Serving Select Clientele, Low-Cost Passive Investing, Women-Centric, Proven Strategy for Retirement Income
Fee-Only financial planner located in Bellevue, WA, serving clients in the Greater Seattle and Bellevue Area.
Paul Henderson
CFP®
Heritage Road Advisors, Inc.
Seattle, WA
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Retirement Income Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Katherine Fox
CFP®, CAP®
Sunnybranch Wealth
Seattle, WA
Specialties: Understanding the Inheritance Process, Navigating an Estate Settlement, Planning for a Future Inheritance, Inheritance from a Trust, Comprehensive Financial Planning, Values Aligned Investing
As a CERTIFIED FINANCIAL PLANNER™ & Wealth Manager, I help inheritors unlock the potential of their legacy, drive social change through investing, and answer the big question - “what can I do with my money?”
Robert Pool
CFP®, ChFC®, CFS
Fort Vancouver Investment Management
Vancouver, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country
Rick Bryan
CFP®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Joseph Hebert
CFP®
trueNorth Wealth Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Amy Barnes
CFP®, CIMA®
Firebrand Wealth Management, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Seattle, WA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Kristie Garrett
MBA, CFP®, CRPC®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jamie L. Clark
CFP® (they/them)
Ruby Pebble Financial Planning LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Early Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning, Equity Compensation, Sustainable Investing
Jamie (they/them) is a fee-only financial planner located in Seattle, WA, serving LGBTQ+ tech professional clients on the path to early retirement, lifestyle upgrades, and separate finances, locally and across the US.
Kevin Estes
Scaled Finance LLC
Bellevue, WA
Specialties: Comprehensive Financial Planning, Equity Compensation, Education Planning, Real Estate, Retirement Income Planning
Fee-Only financial planner located in Bellevue, WA, serving clients virtually both locally and across the country
Brooke Trinh
PhD, CFP®
trueNorth Wealth Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Danika Waddell
CFP®, RLP®, CSLP®
Xena Financial Planning
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation
Fee-Only financial planner located in Seattle, WA, virtually serving clients locally and across the country
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
