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

Katy Cook

Ph.D.

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.

Rick Bryan

CFP®

EP Wealth Advisors

Seattle, WA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

I can work with clients anywhere!

Levi Sanchez

CFP®, CPWA®, BFA™

Millennial Wealth, LLC

Seattle, WA

Specialties: Comprehensive Financial Planning, Stock Options, RSU’s, ESPP’s, Cash Flow and Budgeting, College Education Planning, Tax Planning, Behavioral Financial Advice

Fee-Only Financial Planner located in Seattle, WA, serving young professionals and tech employees locally and across the country

Angie Furubotten-LaRosee

CFP®

Avea Financial Planning, LLC

Richland, WA

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

Avea Financial Planning, LLC - Our specialty is working with women and men a year or two away from retiring from Pacific Northwest National Laboratory (PNNL) bringing retirement, taxes, investments and advice under one roof. Already retired? We work with you too!

James Reinke

CFP®

EP Wealth Advisors

Seattle, WA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

I can work with clients anywhere!

Riley Poppy

CFP®, CSLP® BFA™, CTS™

Ignite Financial Planning, LLC

Seattle, WA

Specialties: Comprehensive Financial Planning, Tax Planning, Student Loans & Repayment Plans, Employee Equity Compensation, RSUs, ESPPs, Stock Options, Investment Management, Employee Benefits Planning, Retirement Income Planning, College Education Planning

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

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

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

Melinda Satterlee

Founder

Marathon Wealth Management LLC

Bellevue, WA

Specialties: Boutique Firm Serving Select Clientele, No Annuities!, 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.

Jamieson Hopp

CFP®, ECA

Millennial Wealth, LLC

Seattle, WA

Specialties: Comprehensive Financial Planning, Stock Options, RSU's, ESPP's, Cash Flow and Budgeting, College Education Planning, Tax Planning

Fee-Only financial planner located in Seattle, WA, serving young professionals locally and across the country.

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

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

Joe Boden

CFP®

EP Wealth Advisors

Seattle, WA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Nick Reilly

CFP®, CDAA

One Day Advice

Seattle, 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

Fee-Only financial planner located in Seattle, WA, serving clients locally and across the U.S. who are tech professionals, real estate investors, or business owners/executives.

I can work with clients anywhere!

Martin Lundgren

CFA®, CFP®, CIPM, PMP

Northern Lights Advisors Inc.

Seattle, WA

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

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

Amy Barnes

CFP®, CIMA®

Firebrand Wealth Management, LLC

Seattle, WA

Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education 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, Retirement Income Planning, Investment Management, College Education Planning

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

Stephen Dart

EP Wealth Advisors

Seattle, WA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Mitch Conlon

EP Wealth Advisors

Seattle, WA

Specialties: Financial Planning, Retirement Planning, Investment Management, Estate Services, Education Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Danika Waddell

CFP®, RLP®, CSLP®

Xena Financial Planning

Seattle, WA

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

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

David R. Uhlmann

MSF, CFP® , AAMS®, APMA®

Synergos Advisory LLC

Seattle, 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

Carleton McHenry

CFP®

McHenry Capital, LLC

Leavenworth, 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).

Kris Kohtz

Two Firs Financial

Seattle, WA

Kevin Slater

SoundView Advisors

Seattle, WA

Therese Govern

Therese Govern Financial Advisors LLC

Seattle, WA

Anh Thu Tran

CFP®, MBA

Women's Wealth

Tacoma, WA

Cameron Barsness

Kutscher Benner Barsness & Stevens, Inc.

Seattle, WA

Michelle Fait

Satori Financial LLC

Seattle, WA

Shawn Donnelly

Ramsey & Associates Inc.

Seattle, WA

Lisa Weil

MBA, CFP®

Clarity Northwest Wealth Management, LLC

Seattle, WA

Alicia Singer

CHFC® CDFA®

Singer Wealth Management LLC

Seattle, WA

Nancy Dienes

Goddard Financial Planning

Seattle, WA

Ben Jennings

SoundView Advisors

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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