Flat fee financial advisors in Washington
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Washington is $3,375, from 92 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,438-$6,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,375 | $2,438-$6,000 | 92 firms |
Flat fee financial advisors in Washington and their published fees
92 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Prentice Financial Planning, LLCOlympia | Not published | $35-$6,350 | Not published |
| Chair Six Financial Planning, PLLCSpokaneNo AUM fee | Not published | $200-$5,000 | $1,000-$10,000/yr |
| Clear Creek Financial Management, LLCSilverdale | $350/hr | $250-$100,000 | Not published |
| Leonard Rickey Investment Advisors, P.L.L.C.Yakima | $50-$300/hr | $250-$2,000 | $100-$500/mo |
| Asymmetric Advantage Capital Management, LLCBellevue | $300/hr | $300-$5,000 | Not published |
| Aviso Wealth ManagementBellevue | Up to $300/hr | $300-$10,000 | Not published |
| Diogenes Financial LLCSeattle | $170/hr | $350 | Not published |
| Crafted Finance, LLCSeattle | $450/hr | $450-$25,000 | $250/mo |
| Avea Financial Planning, LLCPasco | Not published | $500-$1,000 | $10,960/yr |
| Bradfordcrane Company LLCPort OrchardNo AUM fee | $300/hr | $500 | Not published |
| Compass Wealth AdvisorKirkland | $150/hr | $500-$5,000 | Not published |
| Foresee Wealth AdvisorsBellevue | $150/hr | $500-$5,000 | Not published |
| Goodrich & Associates, LLCBellinghamNo AUM fee | $150/hr | $500 | Not published |
| Guide Advisors, Inc.Bothell | $250/hr | Up to $500 | Not published |
| Jaffe Financial Services, LLCSeattle | $150/hr | $500-$5,000 | Not published |
| Ninja Wealth Advisors, LLCFederal Way | $250/hr | $500-$1,200 | Not published |
| Northwest Planning Advisors LLCSpokane | $200/hr | $500-$2,000 | Not published |
| Retirement StrategiesLongview | $250/hr | $500-$6,000 | Not published |
| Short Put YieldCamas | $400/hr | $500 | Not published |
| Two Firs FinancialSeattle | $275/hr | $500-$6,000 | Not published |
| West InvestBellingham | Not published | $500-$12,000 | Not published |
| Hernandez FinancialSunnyside | $100/hr | $550-$1,450 | Not published |
| Paul R. Ried Financial Group, LLCBellevue | Not published | $550-$2,000 | Not published |
| Financial Trex, LLCSpokane | $325/hr | $650-$1,300 | $650-$1,300/qtr |
| SPG Advisors LLCKirkland | $150/hr | $750-$5,000 | Not published |
| The Road Ahead Wealth Management LLCWoodinville | $250/hr | $750-$2,000 | Not published |
| Cadence Wealth Management, LLCSeattle | $250/hr | $1,000-$5,000 | Not published |
| Csla Financial IncCamas | $200/hr | $1,000 | Not published |
| Goldbloom Wealth Management LLCMercer Island | $500/hr | $1,000-$20,000 | Not published |
| Greene Wealth Management, LLCSeattle | $250-$500/hr | $1,000-$5,000 | Not published |
| Lakeside Advisors IncSeattle | $250/hr | $1,000 | Not published |
| Millennial WealthFall City | Not published | $1,000-$20,000 | $2,000-$30,000/yr |
| One Day WealthSeattle | $350/hr | $1,000-$20,000 | $600-$5,000/qtr |
| Tradewinds Capital Management, LLCBellingham | $150-$225/hr | $1,000-$2,000 | Not published |
| Truewealth Financial PartnersBellevue | $150-$350/hr | $1,000-$4,000 | Not published |
| Wayfinding Financial, LLCLynnwood | Not published | $1,000-$2,000 | Not published |
| Quantum Financial Planning Services, Inc.Spokane | $350/hr | $1,250 | Not published |
| Onward Financial Advising LLCSammamish | $275/hr | $1,375-$11,000 | Not published |
| Boone Wealth Advisors, LLCBellevue | Not published | $1,500-$7,500 | Not published |
| Delphi AdvisersVancouver | $400/hr | $1,500-$6,000 | Not published |
| Hidden Cove Wealth ManagementBainbridge Island | Not published | $1,500-$3,500 | $3,500-$7,500/yr |
| Investors Portfolio Services LLCPuyallup | $200-$500/hr | $1,500-$5,000 | Not published |
| Lodestone Wealth Management LLCSpokane | Not published | $1,500-$3,500 | Not published |
| Momentous Wealth Management, Inc.Vancouver | $250/hr | $1,500-$2,500 | Not published |
| Pace Wealth AdvisorsPuyallup | $250/hr | $1,500-$10,000 | Not published |
| Sustain Financial Inc.Olympia | $200/hr | $1,500 | $4,800/yr |
| The Planner's Edge LLCMercer Island | $300/hr | $1,500-$50,000 | Not published |
| The Retirement Solution LLCRedmond | Not published | $1,500 | Not published |
| Westface Financial AdvisoryCamas | $300/hr | $1,500-$5,000 | Not published |
| Arrowstone Wealth, LLCMalaga | $300/hr | $2,000 | Not published |
| Mainsail Financial GroupBellevue | Not published | $2,000-$10,000 | Not published |
| Mcilrath & Eck, LLCArlington | $275/hr | $2,000-$2,875 | Not published |
| SCSBellevue | Not published | $2,000 | Not published |
| Waltium Investment AdvisorsKirkland | $300/hr | $2,000-$10,000 | $4,000/yr |
| Telos WealthWenatchee | $285/hr | $2,280-$9,120 | $1,710-$3,420/mo |
| Evoke Financial Services, LLCSeattle | $300/hr | $2,400-$6,000 | Not published |
| Madison Park Capital Advisors, LLCSeattle | Not published | $2,400-$12,000 | Not published |
| 2020 Financial Planning LLCSeattle | $300/hr | $2,500 | Not published |
| Blue Mountain Wealth ManagementMonroe | $250/hr | $2,500-$5,000 | Not published |
| Breakwater Investment ManagementSeattle | $350/hr | $2,500-$20,000 | Not published |
| Cairn Wealth ManagementVancouver | $300-$450/hr | $2,500-$7,000 | Not published |
| Conestoga Wealth PartnersGig HarborNo AUM fee | $500/hr | $2,500-$10,000 | Not published |
| Mchenry Capital, L.L.C.Leavenworth | Not published | $2,500 | Not published |
| TFS Advisors, LLCEdmonds | $350/hr | $2,500 | Not published |
| Weinand Financial, Inc.Lacey | Not published | $2,500-$7,500 | Not published |
| Kenney Wealth Planning & ManagementIssaquah | $295/hr | $2,950 | Not published |
| Intirety, LLCBellevue | $400/hr | $3,000-$5,000 | Not published |
| Marathon Wealth Management, LLCMedina | $250/hr | $3,000-$5,000 | $250-$500/mo |
| Selkirk Wealth Advisors, LLCSpokane | $375/hr | $3,000 | Not published |
| Stewardship Concepts Financial Services LLCSpokane | $300/hr | $3,000 | Not published |
| Fempire Mindset LLCLynnwoodNo AUM fee | $350/hr | $3,500 | Not published |
| Kanno CapitalBellevue | $350/hr | $3,500 | Not published |
| Threadline WealthBellevue | Not published | $3,500-$30,000 | Not published |
| Everleap Financial PlanningNewcastleNo AUM fee | $300/hr | $3,600 | $4,500/yr |
| Equal Path InvestmentsTacomaNo AUM fee | $400/hr | $4,000-$8,000 | $500/mo |
| Ruby Pebble Financial Planning LLCSeattle | $400/hr | $4,000-$15,000 | Not published |
| Sapling Wealth ManagementSeattle | $400/hr | $4,000 | Not published |
| Vision Casting Financial Planning, LLCSpokane | $400/hr | $4,000 | Not published |
| Enoughfp LLCEdgewoodNo AUM fee | $400/hr | $4,400 | Not published |
| Brighton Jones LLCSeattle | $150-$300/hr | $5,000-$25,000 | $10,000/yr |
| Capital Advisors Wealth ManagementYakima | $250/hr | $5,000 | Not published |
| Deleon Wealth LLCKennewick | $200/hr | $5,000-$10,000 | $9,250/qtr |
| Fairway PlanningSeattle | $250/hr | $5,000 | Not published |
| Gensphere Private Wealth, LLCGig Harbor | $300/hr | $5,000-$20,000 | $2,000/yr |
| Harlow Wealth Management, Inc.Vancouver | Not published | $5,000-$50,000 | Not published |
| Helium Advisors LLCVancouver | $300/hr | $5,000-$25,000 | $10,000-$20,000/yr |
| Parker Financial LLCSilverdale | Not published | $5,000 | Not published |
| Women's WealthTacomaNo AUM fee | $300/hr | $6,000 | $8,500/yr |
| Triangulum Wealth ManagementBellevue | $375/hr | $10,000 | Not published |
| Flow Financial Planning, L.L.C.Bellingham | $500/hr | $11,000-$13,000 | Not published |
| First Pacific Financial, Inc.Vancouver | $500/hr | $15,000 | $6,000/yr |
| Hohimer Wealth Management, LLCSeattle | $150-$500/hr | $50,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (163)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- A5 Financial LLC, Bothell
- Alder Cove Capital, LLC, Tukwila
- Aletheian Wealth Advisors LLC, Bellevue
- Alta Via Financial Planning, Seattle
- An Irrational Mind, LLC, Bellevue
- Apex Advisory Group, Inc., Spokane
- Bellevue Asset Management, LLC, Bellevue
- Blackburn Financial, Cashmere
- Briarwood Financial, Gig Harbor
- Cascade Wealth Advisors, Inc, Wenatchee
- Champion Financial Planning LLC, Anacortes
- Clarity Northwest Wealth Management, LLC, Seattle
- Creative Money LLC, Mountlake Terrace
- Ellen J Webber, CFP, Seattle
- Emerald Advisors, LLC, Bellevue
- Fidalgo Financial Planning, Anacortes
- Financial Freedom for Dentists LLC, Snoqualmie
- Financial Lifemaps, Renton
- Finomenon Investments LLC, Kirkland
- Firebrand Wealth Management, LLC, Redmond
- Folgmann Financial Group LLC, Woodinville
- Fulcrum Capital, LLC, Seattle
- Fulcrum Wealth Advisors, LLC, Bellevue
- Gallo Lupo LLC, Kirkland
- Garde Capital, Inc., Seattle
- Gevers Wealth Management, Issaquah
- Hamrick Investment Counsel, LLC, Seattle
- Harbour Investment Management L.L.C., Edmonds
- Howe Financial Advisory, LLC, Seattle
- Integrity Wealth Management, Inc., Spokane
- Julie A. Wurst, CFP, LLC, Tacoma
- JWC Advisors, Bellevue
- Kaizen Financial Advisors, LLC, Kirkland
- Kirwin Financial LLC, Issaquah
- Krammer Financial, Redmond
- Left Coast Investment Strategies LLC, Seattle
- Legion Private Wealth Management, Ellensburg
- Lifefocus Financial Advisors, LLC, Walla Walla
- Lucid Advisors, Inc., Seattle
- Monson Wealth Management, Inc., Kennewick
- Newground Social Investment, Seattle
- North Pine Strategic Wealth, Kirkland
- Northern Lights Advisors, Inc., Seattle
- Pacific Crest Financial Advisors, LLC, Everett
- Pacific Sage Partners, LLC, Edmonds
- Para Wealth Advisors, Inc., Camas
- Parcion Private Wealth LLC, Bellevue
- Paysse Jennison Financial Advisors, Paysse Jennison, Mercer Island
- Penn Cove Financial, LLC, Oak Harbor
- Petersen Hastings Wealth Advisors, Inc., Kennewick
- Physician Advising LLC, Newport
- Private Asset Management Inc, Kirkland
- Red Haven Advisors, LLC, Seattle
- Satori Financial LLC, Seattle
- Senior Financial Advisors, Inc., Bellevue
- Serenity Advising, Spokane
- SFM Financial Advisors LLC, Vancouver
- Simple Wealth LLC, Liberty Lake
- Skaggs Financial Planning, LLC, Burien
- Sound Investment Strategies, Inc., Bothell
- Soundpath Retirement Strategies, LLC, Bellevue
- Spencer Financial Planning, LLC, Cheney
- Starklogic LLC, Sammamish
- Steelhead Capital Management LLC, Issaquah
- Summit Family Office Services, LLC, Bellevue
- Sunrise Financial Services LLC, Burien
- Synergos Advisory, Seattle
- Truenorth Wealth Advisors, Seattle
- Upfront Financial Planning, LLC, Spokane
- Uta LLC, Vancouver
- Valiant Financial Planning, LLC, Kirkland
- Victor Jones CPA, PC, Seattle
- Vita Planning Group LLC, Camas
- Wafd Wealth, Inc, Seattle
- Walker Legacy Investments, Brush Prairie
- Wealthcollab, Bellevue
- Wide Eye Capital, Vancouver
- Wright Wealth Management, LLC, Issaquah
- Wyatt Wealth Management, Arlington
- Zetlmaier Wealth Management LLC, Seattle
- 180 Wealth Advisors, LLC, Federal Way
- A&m Advisory LLC, Puyallup
- Aa Financial Services, Kirkland
- Adele Brady Bolson CPA PS, Bellevue
- Advisor Share Wealth Management, LLC, Vancouver
- American Northwest Advisory Services L.L.C., Federal Way
- Aspire Capital Advisors LLC, Seattle
- Atrato Asset Management LLC, Pullman
- Basecamp Wealth Advisors, LLC, Bellevue
- Berets Financial Services LLC, Olympia
- Better Tomorrow Financial, Seattle
- Capital Planning, LLC, Bellevue
- Carlson Financial Advisory, LLC, Liberty Lake
- Cercano Management LLC, Bellevue
- Clearbrook Investment Management, LLC, Bellingham
- Colmina, LLC, Seattle
- Columbia Strategic Wealth Advisors, LLC, Seattle
- Consilio Wealth Advisors, LLC, Bellevue
- Creative Retirement Planning, Inc., Sequim
- Directional Financial Services, Seattle
- Empirical Wealth Management, Seattle
- Evans Capital Management Associates, Bellevue
- Evergreen Capital Management LLC, Bellevue
- Evolve Financial, Seattle
- Financial Planning for Real People PLLC, Seattle
- Fiscalis Advisory, Inc., Anacortes
- Five Cedars, Kirkland
- Fondahn Financial, Walla Walla
- Fors Financial, Port Angeles
- Fortis Capital Management LLC, Bellevue
- Fortitude Advisory Group L.L.C., Gig Harbor
- Freestone Capital Management, LLC, Seattle
- Get Rich Slowly LLC, Bellevue
- Hegdahl Investment Management, LLC, Seattle
- Helmsman Financial Group, LLC, Woodinville
- HFG Advisors, Inc., Kennewick
- Hull Wealth Management LLC, Liberty Lake
- Ijd Evergreen Financial Services LLC, Shoreline
- Integrated Wealth Advisors, LLC, Bellevue
- Kunath Karren Rinne & Atkin LLC, Seattle
- Kutscher Benner Barsness & Stevens, Inc., Seattle
- Lakeside Financial Inc., Kirkland
- Lesa Sroufe & Company, Inc., Seattle
- Lighthouse Wealth Strategies, LLC, Gig Harbor
- LNW, Seattle
- Macfarlane Investors, Seattle
- Maclachlan Wealth Management, Bellevue
- Marsjewett Financial Group, Bellevue
- Martos Wealth Management, Bellevue
- MG Financial, Inc., Seattle
- Mitz Wealth Management, LLC, Pasco
- Nomad Capital Group, LLC, Kirkland
- Northern Capital Management, Inc., Spokane
- Northwest Asset Management, Mercer Island
- Objective Advisors LLC, Bellevue
- Obsidian Investment Advisers, LLC, Redmond
- Penny Lane Wealth Management, LLC, Tacoma
- Pioneer Square Advisors, LLC, Gig Harbor
- Prevail Wealth Management, Kirkland
- Rain Dog Financial, Bellevue
- Rainier Capital Investments LLC, Olympia
- Rainier Wealth Management LLC, Everett
- Retirement Planning Partner LLC, Woodinville
- Robinswood Financial, Kirkland
- RX Wealth Management, Kennewick
- S. R. Schill & Associates, Inc., Mercer Island
- Sage Advisors, LLC, Edmonds
- Sar Wealth Management, Lynnwood
- Seattle Wealth Management LLC, Seattle
- Seneschal Family Office, Tacoma
- Signal Financial Planning, LLC, Issaquah
- Snider Financial Group, Bellevue
- Steward Capital LLC., Bellevue
- Tenere Financial, Sammamish
- Timepiece Financial Planning, Inc., Battle Ground
- Tschetter Group, Bellevue
- Upleft Asset Management, Port Angeles
- Vail Ridge Capital, LLC, Bellingham
- Van Ray Wealth Management, Edmonds
- Viceroy Investment Advisors LLC, Everett
- Waterrock Global Asset Management, Bellevue
- Wealthmark, LLC, Bellingham
- Williams 360 Financial Advisory, LLC, Bellevue