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 Seattle, 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 Seattle, WA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Hourly financial planner located in Bellevue, WA, serving clients locally and across the country.
Timothy Huynh
CFP®
Firebrand Wealth Management
Redmond, WA
Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education Planning
We provide women, their families and allies with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence.
Nick Reilly
CFP®, CDAA
One Day Wealth
Edmonds, WA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Employee Equity Compensation, Stock Options, Tax Planning, RSU's and ESPP's, Employee Benefits Planning, College Education Planning, Cash Flow and Budgeting
We serve as a guide towards financial clarity and peace of mind by optimizing finances, investments, and taxes through a forward-looking modern lense. We primarily serve high-income earners with stock compensation and business owners/executives.
Riley Poppy
CFP®, RICP® BFA™, CTS™
Ignite Financial Planning, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Tax Planning, Employee Equity Compensation, RSUs, ESPPs, Stock Options, Investment Management, Employee Benefits Planning, Retirement Income Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Shalina Martos
CFP®, CIMA®, CSRIC™, CDFA®
Martos Wealth Management LLC
Bellevue, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Sustainable, Responsible, Impact (SRI) Investing, Education Planning, Tax Planning, Healthcare Planning, Insurance Planning
Wealth Management for Women and Their Advocates - Your Money, Your Voice
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.
Katy Cook
Ph.D., CFP®, CDFA®
Abacus Financial Planning, LLC
Kirkland, WA
Specialties: Retirement Income Planning, Divorce planning, Comprehensive Financial Planning, Equity compensation, Investment Management
We help women across the lifespan, especially around points of transition.
Paul Henderson
CFP®
Heritage Road Advisors, Inc.
Seattle, WA
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Retirement Income Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Danika Waddell
CFP®, RLP®, MS
Xena Financial Planning
Seattle, WA
Specialties: Equity Compensation, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
We help women in tech and their families navigate financial life transitions with purpose, joy and agency.
Kristie Garrett
MBA, CFP®, CRPC®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Robert Pool
CFP®, ChFC®, CFS
Fort Vancouver Investment Management
Vancouver, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country
Joe Wride
CFP®
Crafted Finance, LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Stacy Ployhar
CFP®
2020 Financial Planning LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Women Experiencing Sudden Life Changes, Retirement Planning
Fee-Only financial planner serving clients planning for retirement whether that's in the next few years or still decades away.
Joseph Hebert
CFP®
trueNorth Wealth Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Amy Barnes
CFP®, CIMA®
Firebrand Wealth Management
Seattle, WA
Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education Planning
We provide women, their families and allies with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence.
Jamie L. Clark
CFP®, they/them
Ruby Pebble Financial Planning LLC
Seattle, WA
Specialties: Comprehensive Financial Planning, Early Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning, Equity Compensation, Sustainable Investing, Investment Management
Jamie (they/them) is a fee-only financial planner located in Seattle, WA, serving LGBTQ+ tech professional clients on the path to early retirement, lifestyle upgrades, and separate finances, locally and across the US.
Paul Sydlansky
CFP®, MBA
Lake Road Advisors, LLC
Vancouver, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Helping successful couples approaching retirement simplify their finances and plan their next chapter. Serving clients nationwide through virtual meetings. Offices in Corning & Ithaca, NY, and Vancouver, WA
Chris Maggio
RICP®
Retirement Planning Partner LLC
Kirkland, WA
Specialties: Comprehensive or Hourly Financial Planning, Retirement Income Planning, Tax Planning, Estate and Legacy Planning, Investment Review and Risk Management, Life Transitions, Healthcare Planning
Your Partner in Retirement Planning - located in Kirkland, WA, serving clients in the Seattle region and across the country
Brian Whitaker
CFP®
Northern Lights Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Stock Compensation, Investment Management, College Education Planning, Tax Planning
Northern Lights Advisors offers fiduciary financial advisory and wealth management services for high-earning tech industry employees in Seattle.
Tim Melia
CFP®, MBA
Embolden Financial Planning LLC
Seattle, WA
Specialties: Advice-Only Financial Planning, Hourly Fee-Only Financial Planning, Comprehensive Financial Planning, Personal Finance Advice, Financial Goal Planning, Retirement Planning, Investment Advice, Socially Responsible Investments Available, Income Tax Planning, Estate Planning, Cash Flow and Debt Management, Major Life Decision Planning, Personal Finance Education, Real Estate
BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions. My hourly, fiduciary advice-only firm is based in Seattle and serves clients virtually nationwide.
Katherine Fox
CFP®, CAP®
Sunnybranch Wealth
Seattle, WA
Specialties: Understanding the Inheritance Process, Navigating an Estate Settlement, Planning for a Future Inheritance, Inheritance from a Trust, Comprehensive Financial Planning, Values Aligned Investing
As a CERTIFIED FINANCIAL PLANNER™ & Wealth Manager, I help inheritors unlock the potential of their legacy, drive social change through investing, and answer the big question - “what can I do with my money?”
Kris Draper
CFP®
Northern Lights Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Stock Compensation, Investment Management, College Education Planning, Tax Planning
Northern Lights Advisors offers fiduciary financial advisory and wealth management services for high-earning tech industry employees in Seattle.
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Seattle, WA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
Didi Chen
CFP®, CFA
Everleap Financial Planning
Seattle, WA
Specialties: Comprehensive Financial Planning, Equity Compensation Planning, Education Planning, Tax Planning, Early Retirement Planning, Career Planning, Employee Benefits Optimization, Sabbatical and Downshift Planning
Empowering immigrants & Asian Americans to live their most authentic and fulfilling lives through fiduciary financial guidance | Fee-Only, Independent Financial Planner | Ex-Amazon
David R. Uhlmann
MSF, CFP® , AAMS™®, APMA™®
Synergos Advisory LLC
Seattle, 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.
Amanda Skrivanich
CFP®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Brooke Trinh
PhD, CFP®
trueNorth Wealth Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
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
Martin Lundgren
CFA®, CFP®, CIPM, PMP
Northern Lights Advisors
Seattle, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Stock Compensation, Investment Management, College Education Planning, Tax Planning
Northern Lights Advisors offers fiduciary financial advisory and wealth management services for high-earning tech industry employees in Seattle.
Rick Bryan
CFP®
EP Wealth Advisors
Seattle, WA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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)
