Fee-Only Financial Advisors in Bellevue, WA

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

Carleton McHenry

CFP®

McHenry Capital, LLC

Bellevue, WA

Specialties: Budget, Protect, Estate, Invest, Retire, Return on Life (ROL)

Fee-Only wealth management firm that works with emerging affluent individuals, couples, and 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).

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

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

David R. Uhlmann

MSF, CFP® , AAMS®, APMA®

Synergos Advisory LLC

Bellevue, WA

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, ISO, 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

I can work with clients anywhere!

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

Melinda Satterlee

Founder

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.

Thom Allison

CFP®

The Mather Group

Bellevue, WA

Alicia Singer

CHFC® CDFA®

Singer Wealth Management LLC

Seattle, WA

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    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)

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