{ "path": "/advisors/wa/fee-only", "url": "https://advisorcensus.com/advisors/wa/fee-only/page/2", "page_type": "state_fee", "title": "Fee-only financial advisors in Washington", "filters": {}, "scope_total": 332, "faq": [ { "q": "How many financial advisory firms are there in Washington?", "a": "AdvisorCensus lists 779 investment advisory firms with a principal office in Washington, from Form ADV filings as of October 2026: 294 SEC-registered, 377 state-registered, and 108 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Washington?", "a": "332 of the 779 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Washington offer financial planning?", "a": "438 of the 671 firms in Washington that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Washington fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 332 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 332 investment advisory firms with a principal office in Washington that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Washington: 332 firms from Form ADV filings as of October 2026.", "total_firms": 332, "page": 2, "total_pages": 7, "sort": "name", "registration_types": { "sec": 128, "state": 204, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 332 }, { "code": "percentage_of_aum", "count": 296 }, { "code": "hourly", "count": 188 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 159 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 106 }, { "code": "5_to_9", "count": 88 }, { "code": "10_to_19", "count": 84 }, { "code": "20_plus", "count": 54 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 99 }, { "code": "25m_100m", "count": 77 }, { "code": "100m_500m", "count": 95 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 15 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 30 } ], "firms": [ { "crd_number": 119481, "name": "Capital Investment Management", "name_as_filed": "CAPITAL INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/capital-investment-management-seattle-wa-119481", "city": "Seattle", "state": "WA", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121567, "name": "Capital Investment Services, LLC", "name_as_filed": "CAPITAL INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/capital-investment-services-llc-lynnwood-wa-121567", "city": "Lynnwood", "state": "WA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334343, "name": "Capstone RIA", "name_as_filed": "CAPSTONE RIA", "url": "https://advisorcensus.com/firm/capstone-ria-bellingham-wa-334343", "city": "Bellingham", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281868, "name": "Carlson Financial Advisory, LLC", "name_as_filed": "CARLSON FINANCIAL ADVISORY, LLC", "url": "https://advisorcensus.com/firm/carlson-financial-advisory-llc-liberty-lake-wa-281868", "city": "Liberty Lake", "state": "WA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158470, "name": "Cascade Wealth Advisors, Inc", "name_as_filed": "CASCADE WEALTH ADVISORS, INC", "url": "https://advisorcensus.com/firm/cascade-wealth-advisors-inc-wenatchee-wa-158470", "city": "Wenatchee", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288579, "name": "Cedar River Capital, LLC", "name_as_filed": "CEDAR RIVER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cedar-river-capital-llc-seattle-wa-288579", "city": "Seattle", "state": "WA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323561, "name": "Ceva Advisors", "name_as_filed": "CEVA ADVISORS", "url": "https://advisorcensus.com/firm/ceva-advisors-redmond-wa-323561", "city": "Redmond", "state": "WA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311684, "name": "Champion Financial Planning LLC", "name_as_filed": "CHAMPION FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/champion-financial-planning-llc-311684", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116511, "name": "Chaney Capital Management Inc.", "name_as_filed": "CHANEY CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/chaney-capital-management-inc-lynnwood-wa-116511", "city": "Lynnwood", "state": "WA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333806, "name": "Chaps Lifestyle LLC", "name_as_filed": "CHAPS LIFESTYLE LLC", "url": "https://advisorcensus.com/firm/chaps-lifestyle-llc-seattle-wa-333806", "city": "Seattle", "state": "WA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 116556, "name": "Christensen, King & Associates Investment Services, Inc.", "name_as_filed": "CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.", "url": "https://advisorcensus.com/firm/christensen-king-and-associates-investment-services-inc-richland-wa-116556", "city": "Richland", "state": "WA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168938, "name": "Clarity Northwest Wealth Management, LLC", "name_as_filed": "CLARITY NORTHWEST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clarity-northwest-wealth-management-llc-seattle-wa-168938", "city": "Seattle", "state": "WA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115767, "name": "Coast Capital Management", "name_as_filed": "COAST CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/coast-capital-management-115767", "city": null, "state": null, "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 288539, "name": "Columbia River Financial Group", "name_as_filed": "COLUMBIA RIVER FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/columbia-river-financial-group-vancouver-wa-288539", "city": "Vancouver", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305925, "name": "Concepts Financial Services, LLC", "name_as_filed": "CONCEPTS FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/concepts-financial-services-llc-kirkland-wa-305925", "city": "Kirkland", "state": "WA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 310737, "name": "Concreit Fund Management LLC", "name_as_filed": "CONCREIT FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/concreit-fund-management-llc-seattle-wa-310737", "city": "Seattle", "state": "WA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327183, "name": "Convexity Wealth Management, LLC", "name_as_filed": "CONVEXITY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/convexity-wealth-management-llc-seattle-wa-327183", "city": "Seattle", "state": "WA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132928, "name": "Cooper Point Advisors LLC", "name_as_filed": "COOPER POINT ADVISORS LLC", "url": "https://advisorcensus.com/firm/cooper-point-advisors-llc-132928", "city": null, "state": null, "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117094, "name": "Cornerstone Asset Management, LLC", "name_as_filed": "CORNERSTONE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cornerstone-asset-management-llc-puyallup-wa-117094", "city": "Puyallup", "state": "WA", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323358, "name": "Craig Family Office", "name_as_filed": "CRAIG FAMILY OFFICE", "url": "https://advisorcensus.com/firm/craig-family-office-323358", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 293988, "name": "Cruz Wealth Management, LLC", "name_as_filed": "CRUZ WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cruz-wealth-management-llc-293988", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331851, "name": "Cultivate Wealth LLC", "name_as_filed": "CULTIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/cultivate-wealth-llc-331851", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334043, "name": "Deleon Wealth LLC", "name_as_filed": "DELEON WEALTH LLC", "url": "https://advisorcensus.com/firm/deleon-wealth-llc-kennewick-wa-334043", "city": "Kennewick", "state": "WA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304593, "name": "Delphi Advisers", "name_as_filed": "DELPHI ADVISERS", "url": "https://advisorcensus.com/firm/delphi-advisers-vancouver-wa-304593", "city": "Vancouver", "state": "WA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116879, "name": "Denner Capital Management", "name_as_filed": "DENNER CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/denner-capital-management-116879", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328897, "name": "DLK Investment Advisors, LLC", "name_as_filed": "DLK INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dlk-investment-advisors-llc-mercer-island-wa-328897", "city": "Mercer Island", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 335137, "name": "Dual Desert Wealth Management, LLC", "name_as_filed": "DUAL DESERT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dual-desert-wealth-management-llc-335137", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150471, "name": "DW Investment Solutions, Inc.", "name_as_filed": "DW INVESTMENT SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/dw-investment-solutions-inc-spokane-valley-wa-150471", "city": "Spokane Valley", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108089, "name": "Eagle Harbor Asset Management, Inc.", "name_as_filed": "EAGLE HARBOR ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/eagle-harbor-asset-management-inc-seattle-wa-108089", "city": "Seattle", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307035, "name": "Edwin Lane Financial Services, LLC", "name_as_filed": "EDWIN LANE FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/edwin-lane-financial-services-llc-kenmore-wa-307035", "city": "Kenmore", "state": "WA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298350, "name": "Elderrock Financial LLC", "name_as_filed": "ELDERROCK FINANCIAL LLC", "url": "https://advisorcensus.com/firm/elderrock-financial-llc-everett-wa-298350", "city": "Everett", "state": "WA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 132122, "name": "Elite Wealth Management, Inc.", "name_as_filed": "ELITE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/elite-wealth-management-inc-kirkland-wa-132122", "city": "Kirkland", "state": "WA", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148382, "name": "Ellen J Webber, CFP", "name_as_filed": "ELLEN J WEBBER, CFP", "url": "https://advisorcensus.com/firm/ellen-j-webber-cfp-148382", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323352, "name": "Emboldenfp", "name_as_filed": "EMBOLDENFP", "url": "https://advisorcensus.com/firm/emboldenfp-seattle-wa-323352", "city": "Seattle", "state": "WA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 313155, "name": "Emerald Pacific Investment Advisors LLC", "name_as_filed": "EMERALD PACIFIC INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/emerald-pacific-investment-advisors-llc-313155", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335469, "name": "Enoughfp LLC", "name_as_filed": "ENOUGHFP LLC", "url": "https://advisorcensus.com/firm/enoughfp-llc-335469", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329289, "name": "Equal Path Investments", "name_as_filed": "EQUAL PATH INVESTMENTS", "url": "https://advisorcensus.com/firm/equal-path-investments-tacoma-wa-329289", "city": "Tacoma", "state": "WA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 168089, "name": "Era Capital Management LLC", "name_as_filed": "ERA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/era-capital-management-llc-168089", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299739, "name": "Ervin Investment Management", "name_as_filed": "ERVIN INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/ervin-investment-management-seattle-wa-299739", "city": "Seattle", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 159018, "name": "Euclidean Technologies Management, LLC", "name_as_filed": "EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/euclidean-technologies-management-llc-seattle-wa-159018", "city": "Seattle", "state": "WA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339081, "name": "Everleap Financial Planning", "name_as_filed": "EVERLEAP FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/everleap-financial-planning-newcastle-wa-339081", "city": "Newcastle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337261, "name": "Fairway Planning", "name_as_filed": "FAIRWAY PLANNING", "url": "https://advisorcensus.com/firm/fairway-planning-337261", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330686, "name": "Fangorn Wealth Management", "name_as_filed": "FANGORN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/fangorn-wealth-management-seattle-wa-330686", "city": "Seattle", "state": "WA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 286654, "name": "Fidalgo Financial Planning", "name_as_filed": "FIDALGO FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/fidalgo-financial-planning-286654", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301981, "name": "Financial Freedom for Dentists LLC", "name_as_filed": "FINANCIAL FREEDOM FOR DENTISTS LLC", "url": "https://advisorcensus.com/firm/financial-freedom-for-dentists-llc-snoqualmie-wa-301981", "city": "Snoqualmie", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": 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