Fee-Only Financial Planners in Washington

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 Washington:

Heidi Davis

CFP®, MBA

Columbia Financial Planning

Bellevue, WA

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

Fee only Advisor serving clients in the State of Washington

Gregory Stapp

CFP®, CPA/PFS

Stapp Wealth Management, PLLC

Olympia, WA

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

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

Robert Abbott

ChFC®, CLU®, MSFS

Harvest Capital Advisors, Inc.

Bellevue, WA

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

Fee-Only financial planner located in Bellevue, 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.

Amy Goan

CFP®, MBA

Prism Financial Planning, LLC

Issaquah, WA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, "A La Carte" Financial Consulting, Tax Planning

Hourly, Fee-Only Financial Planner serving the Issaquah, WA area.

Mitch Conlon

CFP®

Conlon Dart Wealth Management

Seattle, WA

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

Fee Only Financial Planner Located in Seattle, WA and Serving Clients Nationwide

Dave Welty

CFP®

Avier Wealth Advisors

Bellevue, WA

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

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

Joseph Hebert

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

Bradley Van Vechten

CFP®, ChFC®, CIMA®, CLU®

Private Wealth Management Solutions, LLC

Bellevue, WA

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

Independent, Fee-Only Financial Planner Serving the Bellevue, WA and Northern California Regions

George Middleton

CFA, CPA/PFS

Middleton & Company

Vancouver, WA

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

Scott Moser

CPA/PFS, MST

Moser Wealth Advisors

Bellevue, WA

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

Fee Only Financial Planner Located in Bellevue, WA and Serving Clients Nationwide

Daniel Frankel

CFP®

WeathCollab

Bellevue, WA

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

Fee-Only Financial Planner located in Bellevue, WA and serving the Seattle, WA area and clients across the country

Jay Cowles

CFP®

Financial Research, Inc.

Issaquah, WA

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

Fee-Only Financial Advisor serving the Issaquah and Bellevue, WA area.

Karen O'Brien

CFP®, CPA

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

Brian Pinkston

CFA, CFP®, AIF®

Bright Road Wealth Management, LLC

Tacoma, WA

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

Fee-Only Financial Planner located in Anchorage, AK; also serving clients in Tacoma, WA

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

Kevin Byrne

CFP®, MS

Byrne & Company Wealth Management, LLC

Olympia, WA

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

Fee-Only Financial Planner serving the Olympia, WA area.

Denise Downey

CFP®

Financial Trex

Spokane, WA

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

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

Michelle Fait

Satori Financial LLC

Seattle, WA

Randall Bottorff

Bay Haven Advisors LLC

Oak Harbor, WA

Nathan Ricks

Dental Wealth Advisors LLC

Kirkland, WA

Chad Rixse

Millennial Wealth

Seattle, WA

Michael Pace

Michael Pace, CFP?

Seattle, WA

Jason Preti

Unleashed Financial LLC

Kirkland, WA

Norman Smith

NR Smith and Associates, PS

Olympia, WA

Eric Linger

Sherwood Investment Services

Redmond, WA

Roderick Givens

RainierView Advisors, LLC

Seattle, WA

John Blatchford

Vancouver, WA

Levi Sanchez

Millennial Wealth

Seattle, WA

Donna Yakawich

Petersen Hastings Investment Management

Kennewick, WA

Karen Ramsey

Ramsey & Associates Inc.

Seattle, WA

Cameron Barsness

Kutscher Benner Barsness & Stevens, Inc.

Seattle, WA

Joshua Chittenden

Petersen Hastings Investment Management

Kennewick, WA

Shawn Donnelly

Ramsey & Associates Inc.

Seattle, WA

Shalina Martos

Avier Wealth Advisors

Bellevue, WA

John Chesbrough

Trail Financial Planning LLC

Bellingham, WA

Eric Turloff

Turloff Financial Consulting, Inc.

Bainbridge Island, WA

Frederic Kutscher

Kutscher Benner Barsness & Stevens, Inc.

Seattle, WA

Ronald Simmer

Simmer Financial Planning, LLC

Ferndale, WA

Kevin Rigg

SoundView Advisors

Olympia, WA

William Morrissey

CFP®, AEP®

Sound Financial Planning, Inc.

Friday Harbor, WA

Randall Wall

Penn Cove Financial, LLC

Oak Harbor, WA

Irene Dabanian

IJD Evergreen Financial Services LLC

Shoreline, WA

Lars Phillips

Avier Wealth Advisors

Bellevue, WA

Blaine Carr

Petersen Hastings Investment Management

Kennewick, WA

Scott Sarber

Petersen Hastings Investment Management

Kennewick, WA

Kailie Abascal

Middleton & Company

Vancouver, WA

Alice Rhodes

A.L. Rhodes Personal Financial Advisors LLC

Mukilteo, WA

Kevin Slater

SoundView Advisors

Seattle, WA

Elizabeth Weinstein

Trail Financial Planning LLC

Bellingham, WA

Rebecca Conner

SeedSafe Financial LLC

Bainbridge Island, WA

Matthew Neff

Petersen Hastings Investment Management

Kennewick, WA

Stacy Ployhar

2020 Financial Planning LLC

Seattle, WA

Tammera Prouty

Sound Financial Planning, Inc.

Mount Vernon, WA

John Wilbourne

Occidental Asset Management, LLC

Bellevue, WA

Bob Goldman

Bob Goldman Financial Planning

Bellingham, WA

Robert Keilin

Signal Financial Planning, LLC

Issaquah, WA

Scott Blaesing

Cascade Wealth Advisors, Inc.

Wenatchee, WA

James Twining

Financial Plan, Inc.

Bellingham, WA

Angela Furubotten-LaRosee

CFP®

Avea Financial Planning, LLC

Richland, WA

Matthew Petersen

Petersen Hastings Investment Management

Kennewick, WA

Lynette Johnson

Harvest Capital Advisors, Inc.

Bellevue, WA

Taylor Anderson

Middleton & Company

Vancouver, WA

Cory Briggs

Petersen Hastings Investment Management

Kennewick, WA

Ben Jennings

SoundView Advisors

Seattle, WA

Wen-Liang Huang

Zion Financial Planning, LLC

Bellevue, WA

Troy Sapp

CPA CFP®

Commencement Financial Planning, LLC

Lakewood, WA

John McCarthy

John T. McCarthy, LLC

Spokane, WA

Therese Govern

Therese Govern Financial Advisors LLC

Seattle, WA

Jordan Edwards

Avier Wealth Advisors

Bellevue, WA

Jesse Deason

Finn Street Financial, LLC

Everett, WA

Stacey Mishler

Ridgeline Wealth Advisors

Port Angeles, WA

Diane Jochimsen

White Raven Financial

Arlington, WA

Brian Gawthrop

CFP®

Robinswood Financial

Kirkland, WA

Ben Tanke

Petersen Hastings Investment Management

Kennewick, WA

Benjamin Rickey

Leonard Rickey Investment Advisors, PLLC

Yakima, WA

Lisa Weil

Clarity Northwest

Seattle, WA

Nancy Dienes

Goddard Financial Planning

Seattle, WA

Thomas McLean

Vestory Investment Advisory

Olympia, WA

  • 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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