Fee-Only Financial Planners in Kirkland, 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 Kirkland, WA:

Katy Cook


Abacus Financial Planning

Kirkland, WA

Specialties: Comprehensive Financial Planning, Equity compensation, Retirement Income Planning, Investment Management

Hourly and project planning for stock awards, stock options, and building a DIY paycheck for retirement. Located in Kirkland, WA, serving clients locally and across the country.

Alicia Singer


Singer Wealth Management LLC

Seattle, WA

Brian Gawthrop


Five Cedars Financial

Kirkland, WA

Jason Preti


Unleashed Financial LLC

Kirkland, WA

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Legally sworn and obligated to always place the interest of the client ahead of their own.

    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

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