Subscription financial advisors in Washington
Jump to the 19 firms with published feesFee medians
Subscription planners charge a set monthly or quarterly fee for ongoing advice. The fee doesn't move when your investments go up or down. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
The median subscription fee in Washington is $363 a month (middle half $250-$750), from 18 firms with a current fee (brochure under 18 months old, not just a cap or minimum). 9 firms in Washington only quote a quarterly planning fee, which we divide by 3 to get a monthly figure. Updated November 2026.
Subscription financial advisors in Washington and their published fees
19 firms with published fees
Washington medians: $300/hr, $3,750 flat, $363/mo monthly fee. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Monthly fee |
|---|---|---|---|
| Sound Investment Strategies, Inc.Bothell | Not published | Not published | $150/mo below the Washington median$450/qtr ($150/mo) below the Washington median |
| Steelhead Capital Management LLCIssaquahNo AUM fee | Not published | Not published | $167/mo below the Washington median$500/qtr ($167/mo) below the Washington median |
| Walker Legacy InvestmentsBrush Prairie | $150/hr below the Washington median | Not published | $200/mo below the Washington median$600/qtr ($200/mo) below the Washington median |
| Get Rich Slowly LLCBellevue | Not published | Not published | $215/mo below the Washington median$215/mo$2,064/yr below the Washington median |
| Crafted Finance, LLCSeattleVirtual meetings | $450/hr above the Washington median | $450- | $250/mo below the Washington median$250/mo below the Washington median |
| Fairway PlanningSeattle | $250/hr below the Washington median | Not published | $100- |
| Leonard Rickey Investment Advisors, P.L.L.C.Yakima | Not published | $250- | $100- |
| Financial Trex, LLCSpokane | $325/hr near the Washington median | Not published | $217- |
| Petersen Hastings Wealth Advisors, Inc.Kennewick | $400/hr above the Washington median | $4,200 above the Washington median | $350/mo near the Washington median$350/mo near the Washington median |
| Marathon Wealth Management, LLCMedina | Not published | $3,000- | $250- |
| Sustain Financial Inc.Olympia | $200/hr below the Washington median | From $800 | $400/mo above the Washington median$1,200/qtr ($400/mo) above the Washington median |
| Onward Financial Advising LLCSammamishCFP® | $275/hr near the Washington median | $1,375- | $275- |
| Left Coast Investment Strategies LLCSeattle | Not published | Not published | $150- |
| Champion Financial Planning LLCAnacortesNo AUM fee | $400/hr above the Washington median | Not published | Up to $667/moUp to $2,000/qtr (up to $667/mo)$5,000/yr |
| Equal Path InvestmentsTacomaNo AUM feeVirtual meetingsCFP® | $400/hr above the Washington median | $4,000- | $500- |
| Middleton & CompanyVancouver | Not published | $750 below the Washington median | $833/mo above the Washington median$2,500/qtr ($833/mo) above the Washington median |
| One Day WealthSeattle | $350/hr above the Washington median | $500- | $200- |
| Spencer Financial Planning, LLCCheneyVirtual meetings | Not published | Not published | $833- |
| Telos WealthWenatcheeCFP® | $285/hr near the Washington median | $2,280- | $1,710- |
Subscription fees in Washington: key findings
- The median subscription fee in Washington, $363 a month from 18 firms, is $112 below the US median of $475 a month (1,036 firms).
- The median subscription fee in Washington (18 firms) is the 25th highest of the 28 US states where at least 10 firms publish a current subscription fee.
- A year of subscription planning at the Washington median ($363 a month, 18 firms) comes to $4,356 before any upfront fee, against a median of $3,750 for a one time plan in Washington (54 firms).
- 4 of the 18 Washington firms with a current subscription fee name an upfront, setup or onboarding fee in the same brochure sentence as the subscription fee.
- 10 of the 18 Washington firms with a current subscription fee also publish an hourly rate.
Source: firms' Form ADV Part 2A brochures filed with the SEC or a state regulator, data as of November 2026. We count a firm when its brochure is under 18 months old and gives a monthly fee, or a quarterly fee we divide by 3, that isn't just a cap or minimum. A range counts at its midpoint. How we count subscription fees
US subscription fee study: all states, upfront fees, hourly and one time plans
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Subscription (per month) | $363/mo | $250- | 18 firms |