Fee-Only Financial Advisors in Seattle, WA

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Levi Sanchez

CFP®, CPWA®, BFA™, CEPA®

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

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

Holly Davis

CFP®, CPA

Alta Via Financial Planning

Seattle, WA

Specialties: Comprehensive Financial Planning, Cash Flow and Budgeting, Investment Planning, Education Planning, Tax Planning, Equity Compensation, Risk Management, Estate Planning

Advice-Only Fiduciary working with families who thrive on outdoor adventure and work in tech.

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Stephen Dart

EP Wealth Advisors

Seattle, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

Kevin Estes

Scaled Finance LLC

Bellevue, WA

Specialties: Comprehensive Financial Planning, Equity Compensation, Education Planning, Real Estate, Retirement Income Planning

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

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

I can work with clients anywhere!

David R. Uhlmann

MSF, CFP® , AAMS®, APMA®

Synergos Advisory LLC

Seattle, WA

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Rule of 55 strategies for near retirees, Investment Management, Portfolio framework and asset location strategies, ISO, NSO, 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

I can work with clients anywhere!

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

Advice-only financial planning and hourly fee-only pricing. I'm focused on making personal financial advice and planning accessible for you. Transparent and tailored to your financial life. I serve clients virtually in Seattle, throughout Washington State, and beyond. How can I help? BE EMBOLDENED.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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?”

I can work with clients anywhere!

Stacy Ployhar

CFP®

2020 Financial Planning LLC

Seattle, WA

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

Fee-Only financial planner serving clients planning for retirement or nearing retirement.

I can work with clients anywhere!

Brandon Beckner

CFP®

EP Wealth Advisors

Seattle, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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.

I can work with clients anywhere!

Brad Allen

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

I can work with clients anywhere!

Katy Cook

Ph.D., CFP®

Abacus Financial Planning, LLC

Kirkland, WA

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

We help women across the lifespan, especially around points of transition.

I can work with clients anywhere!

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

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

James Reinke

CFP®

EP Wealth Advisors

Seattle, WA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.

Anh Thu Tran

CFP®, MBA

Women's Wealth

Tacoma, WA

Lisa Weil

MBA, CFP®

Clarity Northwest Wealth Management, LLC

Seattle, WA

Alicia Singer

CHFC® CDFA®

Singer Wealth Management LLC

Seattle, WA

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    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.


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