Fee-OnlyFinder

Financial planning in Seattle, WA

43 advisers in Seattle offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 43

2020 Financial Planning LLC1700 7th Avenue, Suite 2100 (Premier Workspaces) · Seattle, WA 98101 · (206) 972-6368 · Financial planningCRD 153979 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reportedAspire Capital Advisors LLC1815 North 45th Street, Suite 105 · Seattle, WA 98103 · (206) 939-5615 · Financial planningCRD 298366 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedBadgley Phelps Wealth Managers1420 Fifth Avenue, Suite 3200 · Seattle, WA 98101 · (206) 623-6172 · Financial planningCRD 315440 · % of assets, Hourly charges, Fixed fees · $7.3 billion AUMSEC registeredNo commissions reportedBbjs Financial Advisors, LLC1501 Fourth Avenue, Suite 2880 · Seattle, WA 98101 · (206) 682-4840 · Financial planningCRD 115969 · % of assets, Hourly charges · $331.5 million AUMSEC registeredNo commissions reportedBear Mountain Capital INC.1700 7th Ave, Suite 1620 · Seattle, WA 98101 · (206) 420-3713 · Financial planningCRD 151151 · % of assets, Hourly charges · $375.0 million AUMSEC registeredNo commissions reportedBreakwater Investment Management2033 Sixth Avenue, #1010 · Seattle, WA 98121 · (206) 621-8832 · Financial planningCRD 150841 · % of assets, Hourly charges, Fixed fees · $302.7 million AUMSEC registeredNo commissions reportedBrighton Jones LLC2030 1st Avenue, 3rd Floor · Seattle, WA 98121 · (206) 258-5000 · Financial planningCRD 108601 · % of assets, Hourly charges, Fixed fees · $18.9 billion AUMSEC registeredNo commissions reportedCadence Wealth Management, LLC1420 5th Avenue, #2200 · Seattle, WA 98101 · (206) 224-5636 · Financial planningCRD 158636 · % of assets, Hourly charges, Fixed fees · $104.5 million AUMState registeredNo commissions reportedCapital Investment Management999 N. Northlake Way, Suite 215 · Seattle, WA 98103 · (425) 672-7875 · Financial planningCRD 119481 · % of assets · $10.3 million AUMState registeredNo commissions reportedCloud Capital Management450 Alaskan Way S, Suite 200 · Seattle, WA 98104 · (800) 795-4303 · Financial planningCRD 317325 · % of assets, Performance-based fees · $300.2 million AUMSEC registeredNo commissions reported
Colmina, LLC2212 Queen Anne Avenue North, #931 · Seattle, WA 98109 · (206) 832-1520 · Financial planningCRD 289191 · % of assets, Hourly charges, Fixed fees · $140.3 million AUMState registeredNo commissions reportedColumbia Strategic Wealth Advisors, LLC9030 35th Avenue Sw, Suite 100 · Seattle, WA 98126 · (206) 701-9196 · Financial planningCRD 306966 · % of assets, Hourly charges, Fixed fees · $13.3 million AUMState registeredNo commissions reportedConvexity Wealth Management, LLC600 Stewart St, Ste 400 · Seattle, WA 98101 · (206) 395-5697 · Financial planningCRD 327183 · % of assets · $63.9 million AUMState registeredNo commissions reportedDirectional Financial Services1420 5th Ave, Suite 3150 · Seattle, WA 98101 · (206) 508-3240 · Financial planningCRD 171903 · % of assets, Hourly charges, Fixed fees · $11.5 million AUMSEC registeredNo commissions reportedEmpirical Wealth Management1420 5th Ave, Suite 3150 · Seattle, WA 98101 · (206) 923-3474 · Financial planningCRD 152622 · % of assets, Hourly charges, Fixed fees · $8.4 billion AUMSEC registeredNo commissions reportedFreestone Capital Management, LLC701 5th Avenue, 74th Floor · Seattle, WA 98104 · (206) 707-7300 · Financial planningCRD 145711 · % of assets, Fixed fees, Performance-based fees · $14.5 billion AUMSEC registeredNo commissions reportedFulcrum Capital, LLC800 Fifth Avenue, Suite 3800 · Seattle, WA 98104 · (206) 223-9790 · Financial planningCRD 145322 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedGarde Capital, INC.1301 Fifth Avenue, Suite 3030 · Seattle, WA 98101 · (206) 552-7900 · Financial planningCRD 151043 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedGreene Wealth Management, LLC1301 5th Avenue, Suite 3410 · Seattle, WA 98101 · (206) 623-2200 · Financial planningCRD 137810 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedHamrick Investment Counsel, LLC2033 Sixth Avenue, Suite 820 · Seattle, WA 98121 · (206) 441-9911 · Financial planningCRD 116314 · % of assets, Hourly charges, Fixed fees · $299.2 million AUMSEC registeredNo commissions reportedHohimer Wealth Management, LLCOne Union Square, 600 University Street, Suite 2401 · Seattle, WA 98101 · (206) 709-5955 · Financial planningCRD 300140 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedHumanize Wealth2800 1st Avenue, Suite 329 · Seattle, WA 98121 · (206) 588-6550 · Financial planningCRD 325178 · % of assets, Hourly charges · $47.4 million AUMState registeredNo commissions reportedKunath Karren Rinne & Atkin LLC1201 Third Ave, #1680 · Seattle, WA 98101 · (206) 621-7400 · Financial planningCRD 104531 · % of assets, Fixed fees · $373.0 million AUMSEC registeredNo commissions reportedKutscher Benner Barsness & Stevens, INC.1201 Western Ave, Suite 600 · Seattle, WA 98101 · (206) 462-6100 · Financial planningCRD 107475 · % of assets, Hourly charges, Fixed fees · $627.8 million AUMSEC registeredNo commissions reportedLakeside Advisors INC1115 East Denny Way · Seattle, WA 98122 · (206) 285-1730 · Financial planningCRD 104540 · % of assets, Hourly charges, Fixed fees · $412.2 million AUMSEC registeredNo commissions reportedLesa Sroufe & Company, INC.801 Second Ave, Suite 304 · Seattle, WA 98104 · (206) 838-8383 · Financial planningCRD 130232 · % of assets, Fixed fees · $207.3 million AUMSEC registeredNo commissions reportedLnw801 Second Avenue, Suite 1600 · Seattle, WA 98104 · (206) 464-5100 · Financial planningCRD 107341 · % of assets, Fixed fees · $12.2 billion AUMSEC registeredNo commissions reportedLucid Advisors, INC.2101 4th Avenue, Suite 2130 · Seattle, WA 98121 · (206) 267-2222 · Financial planningCRD 116639 · Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedMadison Park Capital Advisors, LLC701 Fifth Avenue, Suite 4200 · Seattle, WA 98104 · (206) 623-6722 · Financial planningCRD 172780 · % of assets, Fixed fees · $294.8 million AUMSEC registeredNo commissions reportedMangan Wealth Management2611 Ne 113th St, Suite 300 · Seattle, WA 98125 · (206) 441-1980 · Financial planningCRD 143863 · % of assets, Hourly charges · $222.0 million AUMSEC registeredNo commissions reportedNewground Social Investment111 Queen Anne Ave N, Suite 500 · Seattle, WA 98109 · (206) 522-1944 · Financial planningCRD 117060 · % of assets, Hourly charges, Fixed fees · $161.1 million AUMSEC registeredNo commissions reportedNorthern Lights Advisors, INC.1448 Nw Market St, Suite 500 · Seattle, WA 98107 · (206) 203-6638 · Financial planningCRD 167824 · % of assets, Hourly charges, Fixed fees · $258.9 million AUMSEC registeredNo commissions reportedOliver Capital Management601 Union Street, Suite 3010 · Seattle, WA 98101 · (206) 775-7500 · Financial planningCRD 127606 · % of assets · $505.5 million AUMSEC registeredNo commissions reportedPetrie Capital Management LLC.2104 N. 54th Street, Suite 301 · Seattle, WA 98103 · (206) 545-0600 · Financial planningCRD 136480 · % of assets, Performance-based fees · $105.2 million AUMSEC registeredNo commissions reportedPnw Asset Management2033 Sixth Ave., Ste. 815 · Seattle, WA 98121 · (206) 259-0575 · Financial planningCRD 172429 · % of assets · $105.3 million AUMState registeredNo commissions reportedSapling Wealth Management2800 1st Avenue · Seattle, WA 98121 · (206) 281-4055 · Financial planningCRD 155361 · % of assets, Hourly charges, Fixed fees · $93.0 million AUMState registeredNo commissions reportedSeattle Wealth Management LLC8301-A 5th Avenue Ne · Seattle, WA 98115 · (206) 858-6973 · Financial planningCRD 285877 · % of assets, Hourly charges, Fixed fees · $131.3 million AUMSEC registeredNo commissions reportedSynergos Advisory1700 Westlake Ave N, Suite 200 · Seattle, WA 98109 · (206) 800-8056 · Financial planningCRD 304021 · Hourly charges, Fixed fees · $3.9 million AUMState registeredNo commissions reportedTruenorth Wealth Advisors1200 Fifth Avenue, Suite 1810 · Seattle, WA 98101 · (206) 652-4314 · Financial planningCRD 118273 · % of assets, Hourly charges, Fixed fees · $321.7 million AUMSEC registeredNo commissions reportedVictor Jones CPA, PC1511 3rd Ave. Suite 503 · Seattle, WA 98101 · (206) 743-1375 · Financial planningCRD 324604 · % of assets, Hourly charges, Fixed fees · $3.9 million AUMState registeredNo commissions reportedWafd Wealth, INC1215 Fourth Avenue, Suite 2200 · Seattle, WA 98161 · (206) 467-2800 · Financial planningCRD 337346 · % of assets, Fixed fees · $348.1 million AUMSEC registeredNo commissions reportedWyoming Systems Group of Businesses2040 43rd Ave E, Suite 315 · Seattle, WA 98112 · (425) 954-6694 · Financial planningCRD 322387 · Hourly chargesState registeredNo commissions reportedZetlmaier Wealth Management LLC1420 5th Ave, Suite 2200 · Seattle, WA 98101 · (206) 235-6538 · Financial planningCRD 327128 · % of assets, Hourly charges, Fixed fees · $44.3 million AUMState registeredNo commissions reported