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
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
Gabriel Motta
CFP®, MBA, AWMA™
Inclinevest Wealth Management
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, We consider everything that matters, We help you understand where you stand and what to do next, We look at the full picture and help you make informed financial decisions, Estate & Legacy Planning, Major decisions
Fee-only wealth management for multigenerational families, executives, and business owners. Comprehensive financial planning, tax-efficient investing, and generational wealth transfer.
Brian Blakeman
CFP®
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.
Jamieson Hopp
CFP®, ECA
Millennial Wealth LLC
Fall City, WA
Specialties: Comprehensive Financial Planning, Stock Options, RSU's, ESPP's, Cash Flow and Budgeting, College Education Planning, Tax Planning, Retirement Planning, Insurance Advice, Employee Benefits Optimization, Estate Planning, Debt Management, Investment Management
Fee-Only financial planner located in Seattle, WA, serving professionals in tech locally and across the country.
David R. Uhlmann
MSF, CFP® , AAMS™®, APMA™®
Synergos Advisory LLC
Bellevue, WA
Specialties: Advice-Only Financial Planning, Self-Directed Investment Guidance, Equity Compensation: RSUs, ISOs, NSOs & ESPPs, Rule of 55 Planning for Near Retirees, Concentrated Stock Diversification, Portfolio Construction and Tax-Efficient Asset Location, Retirement & Financial Independence Planning, Career Transitions & Major Financial Decisions, Estate, Insurance and Risk Planning, Employee Benefits Review
You've worked hard to build your career and portfolio. Synergos helps self-directed tech professionals navigate company stock, taxes and important financial decisions without giving up control of their investments. Flat-fee planning based in Seattle.
Kevin Estes
CFP®, CCFC®, MBA
Scaled Finance, LLC
Bellevue, WA
Specialties: Comprehensive Financial Planning, Equity Compensation, Education Planning, Real Estate, Retirement Income Planning
Hourly financial planner located in Bellevue, WA, serving clients locally and across the country.
Levi Sanchez
CFP®, CPWA®, CEPA®, BFA™, CBDA
Millennial Wealth LLC
Fall City, 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
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
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.
Reagan Smith
CFP®
Millennial Wealth LLC
Fall City, WA
Specialties: Comprehensive Financial Planning, Stock Options, RSU's, ESPP's, Cash Flow and Budgeting, College Education Planning, Tax Planning, Retirement Planning, Insurance Advice, Employee Benefits Optimization, Estate Planning, Debt Management, Investment Management
Fee-Only financial planner located in Seattle, WA, serving professionals in tech locally and across the country
Carleton McHenry
CFP®
McHenry Capital, LLC
Bellevue, WA
Specialties: Special Needs , 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).
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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)
