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

Eric Christiansen

CFP®

Quantum Financial Planning

Spokane, WA

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

Fee-Only financial planner located in Spokane, WA, helping clients within 5 years to retirement achieve financial success.

Jordan Curnutt

CFP®

Quantum Financial Planning

Spokane, WA

Specialties: Comprehensive Financial Planning, Rental Real Estate Modeling, Cash Flow Planning, Tax Planning, Investment Management

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

Adrienne Ross

CFP®, ChFC®, AFC®, FFC®

Clear Insight Financial Planning, LLC

Spokane, WA

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

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

Keith Spencer

CFP®

Spencer Financial Planning, LLC

Spokane, WA

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

Fee-Only financial planner located in Spokane, WA, serving clients in Washington, California, and nationwide.

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!

I can work with clients anywhere!

Denise Downey

CFP®, MBA

Financial Trex, LLC

Spokane, WA

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

Fee-Only Financial Planner serving clients in Spokane, WA, and across the country.

I can work with clients anywhere!

Riley Poppy

CFP®, CSLP® BFA™, CTS™

Ignite Financial Planning, LLC

Spokane, 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

Tim Massie

CFP®

Timepiece Financial Planning

Spokane, WA

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

Hire our team and retire with a PLAN, not just an investment account. Serving Washington, Oregon and Alaska.

Melinda Frost

Chrysalis Wealth Advisors LLC

Spokane Valley, WA

John McCarthy

CFP®, ChFc

John T. McCarthy, LLC

Spokane, WA

Kurt Heineman

Candidate for CFP® Certification

Vision Casting Financial Planning, LLC

Spokane, 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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