# 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/6

## 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 6 of 7, 251 to 300 of 332, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sapling Wealth Management](https://advisorcensus.com/firm/sapling-wealth-management-seattle-wa-155361) ([md](https://advisorcensus.com/firm/sapling-wealth-management-seattle-wa-155361.md)) | 155361 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Satori Financial LLC](https://advisorcensus.com/firm/satori-financial-llc-seattle-wa-115592) ([md](https://advisorcensus.com/firm/satori-financial-llc-seattle-wa-115592.md)) | 115592 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [Sawston Wealth Management LLC](https://advisorcensus.com/firm/sawston-wealth-management-llc-olympia-wa-281222) ([md](https://advisorcensus.com/firm/sawston-wealth-management-llc-olympia-wa-281222.md)) | 281222 | Olympia, WA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly |
| [Scaled Finance LLC](https://advisorcensus.com/firm/scaled-finance-llc-321728) ([md](https://advisorcensus.com/firm/scaled-finance-llc-321728.md)) | 321728 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | Hourly |
| [Schmidt Financial Management](https://advisorcensus.com/firm/schmidt-financial-management-kirkland-wa-328247) ([md](https://advisorcensus.com/firm/schmidt-financial-management-kirkland-wa-328247.md)) | 328247 | Kirkland, WA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Schreiner Financial Solutions](https://advisorcensus.com/firm/schreiner-financial-solutions-aberdeen-wa-322497) ([md](https://advisorcensus.com/firm/schreiner-financial-solutions-aberdeen-wa-322497.md)) | 322497 | Aberdeen, WA | State-registered investment adviser | Not reported | 3 | Hourly |
| [Seattle Asset Management, Inc.](https://advisorcensus.com/firm/seattle-asset-management-inc-rollingbay-wa-117523) ([md](https://advisorcensus.com/firm/seattle-asset-management-inc-rollingbay-wa-117523.md)) | 117523 | Rollingbay, WA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Hourly |
| [Selkirk Wealth Advisors, LLC](https://advisorcensus.com/firm/selkirk-wealth-advisors-llc-spokane-wa-173605) ([md](https://advisorcensus.com/firm/selkirk-wealth-advisors-llc-spokane-wa-173605.md)) | 173605 | Spokane, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Seneschal Family Office](https://advisorcensus.com/firm/seneschal-family-office-tacoma-wa-131618) ([md](https://advisorcensus.com/firm/seneschal-family-office-tacoma-wa-131618.md)) | 131618 | Tacoma, WA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Sequoia Planning & Investments LLC](https://advisorcensus.com/firm/sequoia-planning-and-investments-llc-la-conner-wa-109519) ([md](https://advisorcensus.com/firm/sequoia-planning-and-investments-llc-la-conner-wa-109519.md)) | 109519 | La Conner, WA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [Serene Wealth Planning, LLC](https://advisorcensus.com/firm/serene-wealth-planning-llc-everett-wa-304903) ([md](https://advisorcensus.com/firm/serene-wealth-planning-llc-everett-wa-304903.md)) | 304903 | Everett, WA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Shai Weinbaum Investment Management](https://advisorcensus.com/firm/shai-weinbaum-investment-management-167376) ([md](https://advisorcensus.com/firm/shai-weinbaum-investment-management-167376.md)) | 167376 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Sharebuilder 401K](https://advisorcensus.com/firm/sharebuilder-401k-seattle-wa-300537) ([md](https://advisorcensus.com/firm/sharebuilder-401k-seattle-wa-300537.md)) | 300537 | Seattle, WA | SEC-registered investment adviser | Not reported | 7 | % of assets, Fixed fee |
| [Signal Financial Planning, LLC](https://advisorcensus.com/firm/signal-financial-planning-llc-222516) ([md](https://advisorcensus.com/firm/signal-financial-planning-llc-222516.md)) | 222516 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Sisu Capital Management LLC](https://advisorcensus.com/firm/sisu-capital-management-llc-338402) ([md](https://advisorcensus.com/firm/sisu-capital-management-llc-338402.md)) | 338402 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Sitka Pacific Capital Management, LLC](https://advisorcensus.com/firm/sitka-pacific-capital-management-llc-seattle-wa-134699) ([md](https://advisorcensus.com/firm/sitka-pacific-capital-management-llc-seattle-wa-134699.md)) | 134699 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Skaggs Financial Planning, LLC](https://advisorcensus.com/firm/skaggs-financial-planning-llc-124216) ([md](https://advisorcensus.com/firm/skaggs-financial-planning-llc-124216.md)) | 124216 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [SKG Investment Services, LLC](https://advisorcensus.com/firm/skg-investment-services-llc-seattle-wa-131685) ([md](https://advisorcensus.com/firm/skg-investment-services-llc-seattle-wa-131685.md)) | 131685 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Skyline Advisors, Inc.](https://advisorcensus.com/firm/skyline-advisors-inc-bellingham-wa-188511) ([md](https://advisorcensus.com/firm/skyline-advisors-inc-bellingham-wa-188511.md)) | 188511 | Bellingham, WA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Sonata Capital Group Inc](https://advisorcensus.com/firm/sonata-capital-group-inc-seattle-wa-111277) ([md](https://advisorcensus.com/firm/sonata-capital-group-inc-seattle-wa-111277.md)) | 111277 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [Sophos Wealth Management](https://advisorcensus.com/firm/sophos-wealth-management-313667) ([md](https://advisorcensus.com/firm/sophos-wealth-management-313667.md)) | 313667 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Sound Investment Advice, LLC](https://advisorcensus.com/firm/sound-investment-advice-llc-issaquah-wa-311872) ([md](https://advisorcensus.com/firm/sound-investment-advice-llc-issaquah-wa-311872.md)) | 311872 | Issaquah, WA | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Sound Investment Strategies, Inc.](https://advisorcensus.com/firm/sound-investment-strategies-inc-bothell-wa-141440) ([md](https://advisorcensus.com/firm/sound-investment-strategies-inc-bothell-wa-141440.md)) | 141440 | Bothell, WA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Sound Legacy Wealth Advisors, LLC](https://advisorcensus.com/firm/sound-legacy-wealth-advisors-llc-bellevue-wa-306332) ([md](https://advisorcensus.com/firm/sound-legacy-wealth-advisors-llc-bellevue-wa-306332.md)) | 306332 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Soundview Advisors](https://advisorcensus.com/firm/soundview-advisors-olympia-wa-114437) ([md](https://advisorcensus.com/firm/soundview-advisors-olympia-wa-114437.md)) | 114437 | Olympia, WA | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets |
| [Spencer Financial Planning, LLC](https://advisorcensus.com/firm/spencer-financial-planning-llc-spokane-wa-306537) ([md](https://advisorcensus.com/firm/spencer-financial-planning-llc-spokane-wa-306537.md)) | 306537 | Spokane, WA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Stapp Wealth Management, PLLC](https://advisorcensus.com/firm/stapp-wealth-management-pllc-olympia-wa-116553) ([md](https://advisorcensus.com/firm/stapp-wealth-management-pllc-olympia-wa-116553.md)) | 116553 | Olympia, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Starklogic LLC](https://advisorcensus.com/firm/starklogic-llc-297952) ([md](https://advisorcensus.com/firm/starklogic-llc-297952.md)) | 297952 | Not reported, Not reported | State-registered investment adviser | Not reported | 8 | % of assets, Hourly, Fixed fee |
| [Stewardship Concepts Financial Services LLC](https://advisorcensus.com/firm/stewardship-concepts-financial-services-llc-spokane-wa-330611) ([md](https://advisorcensus.com/firm/stewardship-concepts-financial-services-llc-spokane-wa-330611.md)) | 330611 | Spokane, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Stock Management LLC](https://advisorcensus.com/firm/stock-management-llc-puyallup-wa-113902) ([md](https://advisorcensus.com/firm/stock-management-llc-puyallup-wa-113902.md)) | 113902 | Puyallup, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Stolz & Associates, PS](https://advisorcensus.com/firm/stolz-and-associates-ps-tacoma-wa-117216) ([md](https://advisorcensus.com/firm/stolz-and-associates-ps-tacoma-wa-117216.md)) | 117216 | Tacoma, WA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Strategic Asset Alliance](https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763) ([md](https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763.md)) | 148763 | Bellevue, WA | SEC-registered investment adviser | Not reported | 17 | Fixed fee |
| [Strategic Asset Management](https://advisorcensus.com/firm/strategic-asset-management-federal-way-wa-117549) ([md](https://advisorcensus.com/firm/strategic-asset-management-federal-way-wa-117549.md)) | 117549 | Federal Way, WA | State-registered investment adviser | Under $25 million | 31 | % of assets |
| [Strategic Income Management, LLC](https://advisorcensus.com/firm/strategic-income-management-llc-seattle-wa-151956) ([md](https://advisorcensus.com/firm/strategic-income-management-llc-seattle-wa-151956.md)) | 151956 | Seattle, WA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets |
| [Streamline Advisory](https://advisorcensus.com/firm/streamline-advisory-bellingham-wa-335789) ([md](https://advisorcensus.com/firm/streamline-advisory-bellingham-wa-335789.md)) | 335789 | Bellingham, WA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Sunrise Capital Management LLC](https://advisorcensus.com/firm/sunrise-capital-management-llc-235789) ([md](https://advisorcensus.com/firm/sunrise-capital-management-llc-235789.md)) | 235789 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Surience Private Wealth LLC](https://advisorcensus.com/firm/surience-private-wealth-llc-yakima-wa-313055) ([md](https://advisorcensus.com/firm/surience-private-wealth-llc-yakima-wa-313055.md)) | 313055 | Yakima, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Sustain Financial Inc.](https://advisorcensus.com/firm/sustain-financial-inc-lacey-wa-289303) ([md](https://advisorcensus.com/firm/sustain-financial-inc-lacey-wa-289303.md)) | 289303 | Lacey, WA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Synergos Advisory](https://advisorcensus.com/firm/synergos-advisory-seattle-wa-304021) ([md](https://advisorcensus.com/firm/synergos-advisory-seattle-wa-304021.md)) | 304021 | Seattle, WA | State-registered investment adviser | Under $25 million | 7 | Hourly, Fixed fee |
| [Tacoma Investment Group](https://advisorcensus.com/firm/tacoma-investment-group-tacoma-wa-116741) ([md](https://advisorcensus.com/firm/tacoma-investment-group-tacoma-wa-116741.md)) | 116741 | Tacoma, WA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets |
| [Talbot Financial, LLC](https://advisorcensus.com/firm/talbot-financial-llc-bellevue-wa-155162) ([md](https://advisorcensus.com/firm/talbot-financial-llc-bellevue-wa-155162.md)) | 155162 | Bellevue, WA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Telos Wealth](https://advisorcensus.com/firm/telos-wealth-wenatchee-wa-327439) ([md](https://advisorcensus.com/firm/telos-wealth-wenatchee-wa-327439.md)) | 327439 | Wenatchee, WA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Tenere Financial](https://advisorcensus.com/firm/tenere-financial-171808) ([md](https://advisorcensus.com/firm/tenere-financial-171808.md)) | 171808 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [The Planner's Edge LLC](https://advisorcensus.com/firm/the-planner-s-edge-llc-mercer-island-wa-114616) ([md](https://advisorcensus.com/firm/the-planner-s-edge-llc-mercer-island-wa-114616.md)) | 114616 | Mercer Island, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [The Road Ahead Wealth Management LLC](https://advisorcensus.com/firm/the-road-ahead-wealth-management-llc-327403) ([md](https://advisorcensus.com/firm/the-road-ahead-wealth-management-llc-327403.md)) | 327403 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Third Stage Investment Group, LLC](https://advisorcensus.com/firm/third-stage-investment-group-llc-bellevue-wa-141951) ([md](https://advisorcensus.com/firm/third-stage-investment-group-llc-bellevue-wa-141951.md)) | 141951 | Bellevue, WA | SEC-registered investment adviser | Under $25 million | 19 | % of assets |
| [Threadline Wealth](https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917) ([md](https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917.md)) | 108917 | Bellevue, WA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Tieton Capital Management](https://advisorcensus.com/firm/tieton-capital-management-yakima-wa-135769) ([md](https://advisorcensus.com/firm/tieton-capital-management-yakima-wa-135769.md)) | 135769 | Yakima, WA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [Timepiece Financial Planning, Inc.](https://advisorcensus.com/firm/timepiece-financial-planning-inc-battle-ground-wa-158475) ([md](https://advisorcensus.com/firm/timepiece-financial-planning-inc-battle-ground-wa-158475.md)) | 158475 | Battle Ground, WA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Toepel Investment Counsel, Inc.](https://advisorcensus.com/firm/toepel-investment-counsel-inc-port-hadlock-wa-117174) ([md](https://advisorcensus.com/firm/toepel-investment-counsel-inc-port-hadlock-wa-117174.md)) | 117174 | Port Hadlock, WA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets |

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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.