# Fee-only financial advisors in Washington

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wa/fee-only/page/2

## At a glance

- Investment advisory firms: 332
- Registration: SEC-registered investment adviser: 128, State-registered investment adviser: 204
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 332 (100%); Percentage of assets 296 (89%); Hourly charges 188 (57%); Fixed fees 159 (48%)
- Regulatory assets under management (Item 5.F): Under $25 million 99 (30%); $25 million to $100 million 77 (23%); $100 million to $500 million 95 (29%); $500 million to $1 billion 14 (4%); $1 billion to $5 billion 15 (5%); Over $5 billion 2 (1%); Not reported 30 (9%)
- Years registered: Under 5 years 106 (32%); 5 to 9 years 88 (27%); 10 to 19 years 84 (25%); 20 years or more 54 (16%)

## Firms (page 2 of 7, 51 to 100 of 332, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Capital Investment Management](https://advisorcensus.com/firm/capital-investment-management-seattle-wa-119481) ([md](https://advisorcensus.com/firm/capital-investment-management-seattle-wa-119481.md)) | 119481 | Seattle, WA | State-registered investment adviser | Under $25 million | 24 | % of assets |
| [Capital Investment Services, LLC](https://advisorcensus.com/firm/capital-investment-services-llc-lynnwood-wa-121567) ([md](https://advisorcensus.com/firm/capital-investment-services-llc-lynnwood-wa-121567.md)) | 121567 | Lynnwood, WA | State-registered investment adviser | $100 million to $500 million | 24 | % of assets |
| [Capstone RIA](https://advisorcensus.com/firm/capstone-ria-bellingham-wa-334343) ([md](https://advisorcensus.com/firm/capstone-ria-bellingham-wa-334343.md)) | 334343 | Bellingham, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Carlson Financial Advisory, LLC](https://advisorcensus.com/firm/carlson-financial-advisory-llc-liberty-lake-wa-281868) ([md](https://advisorcensus.com/firm/carlson-financial-advisory-llc-liberty-lake-wa-281868.md)) | 281868 | Liberty Lake, WA | State-registered investment adviser | Under $25 million | 10 | % of assets, Fixed fee |
| [Cascade Wealth Advisors, Inc](https://advisorcensus.com/firm/cascade-wealth-advisors-inc-wenatchee-wa-158470) ([md](https://advisorcensus.com/firm/cascade-wealth-advisors-inc-wenatchee-wa-158470.md)) | 158470 | Wenatchee, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Cedar River Capital, LLC](https://advisorcensus.com/firm/cedar-river-capital-llc-seattle-wa-288579) ([md](https://advisorcensus.com/firm/cedar-river-capital-llc-seattle-wa-288579.md)) | 288579 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Ceva Advisors](https://advisorcensus.com/firm/ceva-advisors-redmond-wa-323561) ([md](https://advisorcensus.com/firm/ceva-advisors-redmond-wa-323561.md)) | 323561 | Redmond, WA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly |
| [Champion Financial Planning LLC](https://advisorcensus.com/firm/champion-financial-planning-llc-311684) ([md](https://advisorcensus.com/firm/champion-financial-planning-llc-311684.md)) | 311684 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | Hourly, Fixed fee |
| [Chaney Capital Management Inc.](https://advisorcensus.com/firm/chaney-capital-management-inc-lynnwood-wa-116511) ([md](https://advisorcensus.com/firm/chaney-capital-management-inc-lynnwood-wa-116511.md)) | 116511 | Lynnwood, WA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets |
| [Chaps Lifestyle LLC](https://advisorcensus.com/firm/chaps-lifestyle-llc-seattle-wa-333806) ([md](https://advisorcensus.com/firm/chaps-lifestyle-llc-seattle-wa-333806.md)) | 333806 | Seattle, WA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Christensen, King & Associates Investment Services, Inc.](https://advisorcensus.com/firm/christensen-king-and-associates-investment-services-inc-richland-wa-116556) ([md](https://advisorcensus.com/firm/christensen-king-and-associates-investment-services-inc-richland-wa-116556.md)) | 116556 | Richland, WA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Clarity Northwest Wealth Management, LLC](https://advisorcensus.com/firm/clarity-northwest-wealth-management-llc-seattle-wa-168938) ([md](https://advisorcensus.com/firm/clarity-northwest-wealth-management-llc-seattle-wa-168938.md)) | 168938 | Seattle, WA | State-registered investment adviser | Not reported | 12 | Hourly, Fixed fee |
| [Coast Capital Management](https://advisorcensus.com/firm/coast-capital-management-115767) ([md](https://advisorcensus.com/firm/coast-capital-management-115767.md)) | 115767 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 32 | % of assets, Hourly |
| [Columbia River Financial Group](https://advisorcensus.com/firm/columbia-river-financial-group-vancouver-wa-288539) ([md](https://advisorcensus.com/firm/columbia-river-financial-group-vancouver-wa-288539.md)) | 288539 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Concepts Financial Services, LLC](https://advisorcensus.com/firm/concepts-financial-services-llc-kirkland-wa-305925) ([md](https://advisorcensus.com/firm/concepts-financial-services-llc-kirkland-wa-305925.md)) | 305925 | Kirkland, WA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Concreit Fund Management LLC](https://advisorcensus.com/firm/concreit-fund-management-llc-seattle-wa-310737) ([md](https://advisorcensus.com/firm/concreit-fund-management-llc-seattle-wa-310737.md)) | 310737 | Seattle, WA | SEC-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Convexity Wealth Management, LLC](https://advisorcensus.com/firm/convexity-wealth-management-llc-seattle-wa-327183) ([md](https://advisorcensus.com/firm/convexity-wealth-management-llc-seattle-wa-327183.md)) | 327183 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Cooper Point Advisors LLC](https://advisorcensus.com/firm/cooper-point-advisors-llc-132928) ([md](https://advisorcensus.com/firm/cooper-point-advisors-llc-132928.md)) | 132928 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Cornerstone Asset Management, LLC](https://advisorcensus.com/firm/cornerstone-asset-management-llc-puyallup-wa-117094) ([md](https://advisorcensus.com/firm/cornerstone-asset-management-llc-puyallup-wa-117094.md)) | 117094 | Puyallup, WA | State-registered investment adviser | Under $25 million | 27 | % of assets |
| [Craig Family Office](https://advisorcensus.com/firm/craig-family-office-323358) ([md](https://advisorcensus.com/firm/craig-family-office-323358.md)) | 323358 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly |
| [Cruz Wealth Management, LLC](https://advisorcensus.com/firm/cruz-wealth-management-llc-293988) ([md](https://advisorcensus.com/firm/cruz-wealth-management-llc-293988.md)) | 293988 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Cultivate Wealth LLC](https://advisorcensus.com/firm/cultivate-wealth-llc-331851) ([md](https://advisorcensus.com/firm/cultivate-wealth-llc-331851.md)) | 331851 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Deleon Wealth LLC](https://advisorcensus.com/firm/deleon-wealth-llc-kennewick-wa-334043) ([md](https://advisorcensus.com/firm/deleon-wealth-llc-kennewick-wa-334043.md)) | 334043 | Kennewick, WA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Delphi Advisers](https://advisorcensus.com/firm/delphi-advisers-vancouver-wa-304593) ([md](https://advisorcensus.com/firm/delphi-advisers-vancouver-wa-304593.md)) | 304593 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Denner Capital Management](https://advisorcensus.com/firm/denner-capital-management-116879) ([md](https://advisorcensus.com/firm/denner-capital-management-116879.md)) | 116879 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 27 | % of assets |
| [DLK Investment Advisors, LLC](https://advisorcensus.com/firm/dlk-investment-advisors-llc-mercer-island-wa-328897) ([md](https://advisorcensus.com/firm/dlk-investment-advisors-llc-mercer-island-wa-328897.md)) | 328897 | Mercer Island, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Dual Desert Wealth Management, LLC](https://advisorcensus.com/firm/dual-desert-wealth-management-llc-335137) ([md](https://advisorcensus.com/firm/dual-desert-wealth-management-llc-335137.md)) | 335137 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [DW Investment Solutions, Inc.](https://advisorcensus.com/firm/dw-investment-solutions-inc-spokane-valley-wa-150471) ([md](https://advisorcensus.com/firm/dw-investment-solutions-inc-spokane-valley-wa-150471.md)) | 150471 | Spokane Valley, WA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Eagle Harbor Asset Management, Inc.](https://advisorcensus.com/firm/eagle-harbor-asset-management-inc-seattle-wa-108089) ([md](https://advisorcensus.com/firm/eagle-harbor-asset-management-inc-seattle-wa-108089.md)) | 108089 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Edwin Lane Financial Services, LLC](https://advisorcensus.com/firm/edwin-lane-financial-services-llc-kenmore-wa-307035) ([md](https://advisorcensus.com/firm/edwin-lane-financial-services-llc-kenmore-wa-307035.md)) | 307035 | Kenmore, WA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Elderrock Financial LLC](https://advisorcensus.com/firm/elderrock-financial-llc-everett-wa-298350) ([md](https://advisorcensus.com/firm/elderrock-financial-llc-everett-wa-298350.md)) | 298350 | Everett, WA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Elite Wealth Management, Inc.](https://advisorcensus.com/firm/elite-wealth-management-inc-kirkland-wa-132122) ([md](https://advisorcensus.com/firm/elite-wealth-management-inc-kirkland-wa-132122.md)) | 132122 | Kirkland, WA | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets |
| [Ellen J Webber, CFP](https://advisorcensus.com/firm/ellen-j-webber-cfp-148382) ([md](https://advisorcensus.com/firm/ellen-j-webber-cfp-148382.md)) | 148382 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Emboldenfp](https://advisorcensus.com/firm/emboldenfp-seattle-wa-323352) ([md](https://advisorcensus.com/firm/emboldenfp-seattle-wa-323352.md)) | 323352 | Seattle, WA | State-registered investment adviser | Not reported | 3 | Hourly |
| [Emerald Pacific Investment Advisors LLC](https://advisorcensus.com/firm/emerald-pacific-investment-advisors-llc-313155) ([md](https://advisorcensus.com/firm/emerald-pacific-investment-advisors-llc-313155.md)) | 313155 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Enoughfp LLC](https://advisorcensus.com/firm/enoughfp-llc-335469) ([md](https://advisorcensus.com/firm/enoughfp-llc-335469.md)) | 335469 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Equal Path Investments](https://advisorcensus.com/firm/equal-path-investments-tacoma-wa-329289) ([md](https://advisorcensus.com/firm/equal-path-investments-tacoma-wa-329289.md)) | 329289 | Tacoma, WA | State-registered investment adviser | Under $25 million | 2 | Fixed fee |
| [Era Capital Management LLC](https://advisorcensus.com/firm/era-capital-management-llc-168089) ([md](https://advisorcensus.com/firm/era-capital-management-llc-168089.md)) | 168089 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Ervin Investment Management](https://advisorcensus.com/firm/ervin-investment-management-seattle-wa-299739) ([md](https://advisorcensus.com/firm/ervin-investment-management-seattle-wa-299739.md)) | 299739 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Euclidean Technologies Management, LLC](https://advisorcensus.com/firm/euclidean-technologies-management-llc-seattle-wa-159018) ([md](https://advisorcensus.com/firm/euclidean-technologies-management-llc-seattle-wa-159018.md)) | 159018 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Everleap Financial Planning](https://advisorcensus.com/firm/everleap-financial-planning-newcastle-wa-339081) ([md](https://advisorcensus.com/firm/everleap-financial-planning-newcastle-wa-339081.md)) | 339081 | Newcastle, WA | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Fairway Planning](https://advisorcensus.com/firm/fairway-planning-337261) ([md](https://advisorcensus.com/firm/fairway-planning-337261.md)) | 337261 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Fangorn Wealth Management](https://advisorcensus.com/firm/fangorn-wealth-management-seattle-wa-330686) ([md](https://advisorcensus.com/firm/fangorn-wealth-management-seattle-wa-330686.md)) | 330686 | Seattle, WA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Fidalgo Financial Planning](https://advisorcensus.com/firm/fidalgo-financial-planning-286654) ([md](https://advisorcensus.com/firm/fidalgo-financial-planning-286654.md)) | 286654 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Financial Freedom for Dentists LLC](https://advisorcensus.com/firm/financial-freedom-for-dentists-llc-snoqualmie-wa-301981) ([md](https://advisorcensus.com/firm/financial-freedom-for-dentists-llc-snoqualmie-wa-301981.md)) | 301981 | Snoqualmie, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Financial Insights Wealth Management](https://advisorcensus.com/firm/financial-insights-wealth-management-tacoma-wa-108797) ([md](https://advisorcensus.com/firm/financial-insights-wealth-management-tacoma-wa-108797.md)) | 108797 | Tacoma, WA | SEC-registered investment adviser | $500 million to $1 billion | 42 | % of assets, Hourly |
| [Financial Lifemaps](https://advisorcensus.com/firm/financial-lifemaps-144028) ([md](https://advisorcensus.com/firm/financial-lifemaps-144028.md)) | 144028 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 19 | Hourly, Fixed fee |
| [Financial Plan, Inc.](https://advisorcensus.com/firm/financial-plan-inc-bellingham-wa-116073) ([md](https://advisorcensus.com/firm/financial-plan-inc-bellingham-wa-116073.md)) | 116073 | Bellingham, WA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly |
| [Financial Planning for Real People PLLC](https://advisorcensus.com/firm/financial-planning-for-real-people-pllc-326918) ([md](https://advisorcensus.com/firm/financial-planning-for-real-people-pllc-326918.md)) | 326918 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Financial Trex, LLC](https://advisorcensus.com/firm/financial-trex-llc-spokane-wa-283951) ([md](https://advisorcensus.com/firm/financial-trex-llc-spokane-wa-283951.md)) | 283951 | Spokane, WA | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Washington?**
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.

**How many fee-only financial advisors are in Washington?**
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.

**How many financial advisors in Washington offer financial planning?**
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.

**Are the financial advisors in Washington fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Washington](https://advisorcensus.com/advisors/wa) (https://advisorcensus.com/advisors/wa.md)
- [Flat-fee financial advisors in Washington](https://advisorcensus.com/advisors/wa/flat-fee) (https://advisorcensus.com/advisors/wa/flat-fee.md)
- [Hourly financial advisors in Washington](https://advisorcensus.com/advisors/wa/hourly) (https://advisorcensus.com/advisors/wa/hourly.md)
- [Fee-only financial advisors in Seattle, WA](https://advisorcensus.com/advisors/wa/seattle/fee-only) (https://advisorcensus.com/advisors/wa/seattle/fee-only.md)
- [Fee-only financial advisors in Spokane, WA](https://advisorcensus.com/advisors/wa/spokane/fee-only) (https://advisorcensus.com/advisors/wa/spokane/fee-only.md)
- [Fee-only financial advisors in Bremerton, WA](https://advisorcensus.com/advisors/wa/bremerton/fee-only) (https://advisorcensus.com/advisors/wa/bremerton/fee-only.md)
- [Fee-only financial advisors in Bellingham, WA](https://advisorcensus.com/advisors/wa/bellingham/fee-only) (https://advisorcensus.com/advisors/wa/bellingham/fee-only.md)
- [Fee-only financial advisors in Olympia, WA](https://advisorcensus.com/advisors/wa/olympia/fee-only) (https://advisorcensus.com/advisors/wa/olympia/fee-only.md)
- [Fee-only financial advisors in Wenatchee, WA](https://advisorcensus.com/advisors/wa/wenatchee/fee-only) (https://advisorcensus.com/advisors/wa/wenatchee/fee-only.md)
- [Fee-only financial advisors in Kennewick, WA](https://advisorcensus.com/advisors/wa/kennewick/fee-only) (https://advisorcensus.com/advisors/wa/kennewick/fee-only.md)
- [Fee-only financial advisors in Yakima, WA](https://advisorcensus.com/advisors/wa/yakima/fee-only) (https://advisorcensus.com/advisors/wa/yakima/fee-only.md)
- [Fee-only financial advisors in Walla Walla, WA](https://advisorcensus.com/advisors/wa/walla-walla/fee-only) (https://advisorcensus.com/advisors/wa/walla-walla/fee-only.md)
- [Fee-only financial advisors in Mount Vernon, WA](https://advisorcensus.com/advisors/wa/mount-vernon/fee-only) (https://advisorcensus.com/advisors/wa/mount-vernon/fee-only.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Washington: 332 firms from Form ADV filings as of October 2026.