Fee-Only Financial Advisors in Vancouver, 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 Vancouver, 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 Vancouver, WA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Tim Massie

CFP®

Timepiece Financial Planning

Vancouver, 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.

I can work with clients anywhere!

Griffin Lake

CFP®

EP Wealth Advisors

Vancouver, 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!

Chad Burton

CFP®

EP Wealth Advisors

Vancouver, 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!

Brad Stacey

CFP®

EP Wealth Advisors

Vancouver, 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!

Becky Meats

CPA/PFS

Clear Insight Wealth Management

Vancouver, WA

Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers

Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.

I can work with clients anywhere!

Matthew Ebeling

CFP®

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!

Jaron Gardiner

CFP®, ChSNC®

EP Wealth Advisors

Vancouver, 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!

Ben Lies

MBA, RSSA®

Delphi Advisers, LLC.

Vancouver, WA

Specialties: Investment Management, Comprehensive Financial Planning, Social Security Planning, Retirement Income Planning, Tax Planning, Portfolio Engineering, Global Market Forecasting, Creating Efficiencies in Complex Estates

Fee-Only retirement planner and wealth manager located in Vancouver, WA, serving clients locally and across the country.

Kailie Abascal

CFP®

Middleton & Company

Vancouver, WA

George Middleton

CFA, CPA/PFS

Middleton & Company

Vancouver, 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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