Fee-Only Financial Planners in Bellevue, WA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Bellevue, WA:

Robert Abbott

ChFC®, CLU®, MSFS

Harvest Capital Advisors, Inc.

Bellevue, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Bellevue, WA, serving clients locally and across the country

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

Daniel Frankel

CFP®

WeathCollab

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

Heidi Davis

CFP®, MBA

Columbia Financial Planning

Bellevue, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee only Advisor serving clients in the State of Washington

Bradley Van Vechten

CFP®, ChFC®, CIMA®, CLU®

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

Dave Welty

CFP®

Avier 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, serving clients locally and across the country

Shalina Martos

Avier Wealth Advisors

Bellevue, WA

Lars Phillips

Avier Wealth Advisors

Bellevue, WA

Wen-Liang Huang

Zion Financial Planning, LLC

Bellevue, WA

Lynette Johnson

Harvest Capital Advisors, Inc.

Bellevue, WA

Jordan Edwards

Avier Wealth Advisors

Bellevue, WA

John Wilbourne

Occidental Asset Management, LLC

Bellevue, WA

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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