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 Bellevue, 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 Bellevue, WA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Stephanie Roberts
CFP®
The H Group, Inc.
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID 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.
Scott Moser
CPA/PFS, MST
Moser Wealth Advisors
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Bellevue, WA and Serving Clients Nationwide
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
Kevin Estes
CFP®, CCFC®, MBA
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
David R. Uhlmann
MSF, CFP® , AAMS™®, APMA™®
Synergos Advisory LLC
Bellevue, 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 STEM professionals locally and across the country
Aidan Beaton
CFP®
The H Group, Inc.
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID and across the country.
Carleton McHenry
CFP®
McHenry Capital, LLC
Bellevue, WA
Specialties: College Planning, Retirement/Financial Independence, Budget/Cash Flow, Protect/Insurance, Estate Planning, Investment Management, Financial Transitions, Lifestyle Design, Return on Life (ROL)
Fee-Only wealth management firm that works with families. We help our clients with all the financial transitions and changes in their life so they can maximize and achieve their best Return on Life (ROL).
Levi Sanchez
CFP®, CPWA®, CEPA®, BFA™, CBDA
Millennial Wealth, LLC
Bellevue, WA
Specialties: Comprehensive Financial Planning, Stock Options, RSU’s, ESPP’s, Cash Flow and Budgeting, College Education Planning, Tax Planning, Behavioral Financial Advice, Insurance Advice, Employee Benefits Optimization, Retirement Planning, Estate Planning, Investment Management, Debt Management
Fee-Only Financial Planner located in Seattle, WA, serving professionals in tech locally and across the country
Daniel Frankel
CFA®, CFP®
WeathCollab LLC
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Bellevue, WA and serving the Seattle, WA area and clients across the country
Brian Blakeman
Onward Financial Advising LLC
Sammamish, WA
Specialties: Cost-Effective Financial Advising, Retirement Income Planning, Investment Management, College Education Planning, Wealth Accumulation Strategies, Tax Planning
Expert financial advising is for everyone. Onward Financial Advising believes that everyone can benefit from expert financial advice, regardless of the amount of their investable assets.
Jason Tafoya
CFP®, AIF®
The H Group, Inc.
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID and across the country.
Bradley Van Vechten
CFP®, ChFC®, CIMA®, CLU®, AIF®
Private Wealth Management Solutions, LLC
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Independent, Fee-Only Financial Planner Serving the Bellevue, WA and Northern California Regions
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)
