{ "path": "/advisors/wa/flat-fee", "url": "https://advisorcensus.com/advisors/wa/flat-fee/page/4", "page_type": "state_fee", "title": "Flat-fee financial advisors in Washington", "filters": {}, "scope_total": 309, "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 309 investment advisory firms with a principal office in Washington that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in Washington: 309 firms from Form ADV filings as of October 2026.", "total_firms": 309, "page": 4, "total_pages": 7, "sort": "name", "registration_types": { "sec": 150, "state": 159, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 159 }, { "code": "percentage_of_aum", "count": 270 }, { "code": "hourly", "count": 219 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 309 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 29 }, { "code": "other", "count": 21 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 88 }, { "code": "5_to_9", "count": 96 }, { "code": "10_to_19", "count": 77 }, { "code": "20_plus", "count": 48 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 81 }, { "code": "25m_100m", "count": 54 }, { "code": "100m_500m", "count": 82 }, { "code": "500m_1b", "count": 22 }, { "code": "1b_5b", "count": 24 }, { "code": "over_5b", "count": 16 }, { "code": "not_reported", "count": 30 } ], "firms": [ { "crd_number": 130232, "name": "Lesa Sroufe & Company, Inc.", "name_as_filed": "LESA SROUFE & COMPANY, INC.", "url": "https://advisorcensus.com/firm/lesa-sroufe-and-company-inc-seattle-wa-130232", "city": "Seattle", "state": "WA", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136020, "name": "Lifefocus Financial Advisors, LLC", "name_as_filed": "LIFEFOCUS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lifefocus-financial-advisors-llc-walla-walla-wa-136020", "city": "Walla Walla", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299334, "name": "Lighthouse Wealth Strategies, LLC", "name_as_filed": "LIGHTHOUSE WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/lighthouse-wealth-strategies-llc-gig-harbor-wa-299334", "city": "Gig Harbor", "state": "WA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107341, "name": "LNW", "name_as_filed": "LNW", "url": "https://advisorcensus.com/firm/lnw-seattle-wa-107341", "city": "Seattle", "state": "WA", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151115, "name": "Lodestone Wealth Management LLC", "name_as_filed": "LODESTONE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lodestone-wealth-management-llc-spokane-wa-151115", "city": "Spokane", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116639, "name": "Lucid Advisors, Inc.", "name_as_filed": "LUCID ADVISORS, INC.", "url": "https://advisorcensus.com/firm/lucid-advisors-inc-seattle-wa-116639", "city": "Seattle", "state": "WA", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298927, "name": "Maclachlan Wealth Management", "name_as_filed": "MACLACHLAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/maclachlan-wealth-management-bellevue-wa-298927", "city": "Bellevue", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172780, "name": "Madison Park Capital Advisors, LLC", "name_as_filed": "MADISON PARK CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/madison-park-capital-advisors-llc-seattle-wa-172780", "city": "Seattle", "state": "WA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115753, "name": "Madrona Financial & CPAS", "name_as_filed": "MADRONA FINANCIAL & CPAS", "url": "https://advisorcensus.com/firm/madrona-financial-and-cpas-everett-wa-115753", "city": "Everett", "state": "WA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 317970, "name": "Mainsail Financial Group", "name_as_filed": "MAINSAIL FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/mainsail-financial-group-bellevue-wa-317970", "city": "Bellevue", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309337, "name": "Marathon Wealth Management, LLC", "name_as_filed": "MARATHON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/marathon-wealth-management-llc-309337", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297388, "name": "Marsjewett Financial Group", "name_as_filed": "MARSJEWETT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/marsjewett-financial-group-bellevue-wa-297388", "city": "Bellevue", "state": "WA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333128, "name": "Martos Wealth Management", "name_as_filed": "MARTOS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/martos-wealth-management-bellevue-wa-333128", "city": "Bellevue", "state": "WA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136594, "name": "McHenry Capital, L.L.C.", "name_as_filed": "MCHENRY CAPITAL, L.L.C.", "url": "https://advisorcensus.com/firm/mchenry-capital-l-l-c-leavenworth-wa-136594", "city": "Leavenworth", "state": "WA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145252, "name": "McIlrath & ECK, LLC", "name_as_filed": "MCILRATH & ECK, LLC", "url": "https://advisorcensus.com/firm/mcilrath-and-eck-llc-arlington-wa-145252", "city": "Arlington", "state": "WA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139180, "name": "Meridan Capital, LLC", "name_as_filed": "MERIDAN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/meridan-capital-llc-seattle-wa-139180", "city": "Seattle", "state": "WA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 285853, "name": "Meridian Wealth Management", "name_as_filed": "MERIDIAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/meridian-wealth-management-gig-harbor-wa-285853", "city": "Gig Harbor", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169448, "name": "MG Financial, Inc.", "name_as_filed": "MG FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/mg-financial-inc-seattle-wa-169448", "city": "Seattle", "state": "WA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289970, "name": "Millennial Wealth", "name_as_filed": "MILLENNIAL WEALTH", "url": "https://advisorcensus.com/firm/millennial-wealth-fall-city-wa-289970", "city": "Fall City", "state": "WA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112245, "name": "Milliman Advisors, LLC", "name_as_filed": "MILLIMAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/milliman-advisors-llc-seattle-wa-112245", "city": "Seattle", "state": "WA", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300052, "name": "Mitz Wealth Management, LLC", "name_as_filed": "MITZ WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mitz-wealth-management-llc-300052", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288429, "name": "Momentous Wealth Management, Inc.", "name_as_filed": "MOMENTOUS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429", "city": "Vancouver", "state": "WA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169857, "name": "Monson Wealth Management, Inc.", "name_as_filed": "MONSON WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/monson-wealth-management-inc-kennewick-wa-169857", "city": "Kennewick", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340142, "name": "Mont AI", "name_as_filed": "MONT AI", "url": "https://advisorcensus.com/firm/mont-ai-seattle-wa-340142", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 136554, "name": "Myicon", "name_as_filed": "MYICON", "url": "https://advisorcensus.com/firm/myicon-kirkland-wa-136554", "city": "Kirkland", "state": "WA", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 117060, "name": "Newground Social Investment", "name_as_filed": "NEWGROUND SOCIAL INVESTMENT", "url": "https://advisorcensus.com/firm/newground-social-investment-seattle-wa-117060", "city": "Seattle", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172639, "name": "Nomad Capital Group, LLC", "name_as_filed": "NOMAD CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/nomad-capital-group-llc-bellevue-wa-172639", "city": "Bellevue", "state": "WA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 342628, "name": "North Pine Strategic Wealth", "name_as_filed": "NORTH PINE STRATEGIC WEALTH", "url": "https://advisorcensus.com/firm/north-pine-strategic-wealth-kirkland-wa-342628", "city": "Kirkland", "state": "WA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111379, "name": "Northern Capital Management, Inc.", "name_as_filed": "NORTHERN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/northern-capital-management-inc-spokane-wa-111379", "city": "Spokane", "state": "WA", "years_registered": 32, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 167824, "name": "Northern Lights Advisors, Inc.", "name_as_filed": "NORTHERN LIGHTS ADVISORS, INC.", "url": "https://advisorcensus.com/firm/northern-lights-advisors-inc-seattle-wa-167824", "city": "Seattle", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106544, "name": "Northwest Administrators Inc", "name_as_filed": "NORTHWEST ADMINISTRATORS INC", "url": "https://advisorcensus.com/firm/northwest-administrators-inc-seattle-wa-106544", "city": "Seattle", "state": "WA", "years_registered": 51, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147923, "name": "Northwest Asset Management", "name_as_filed": "NORTHWEST ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/northwest-asset-management-mercer-island-wa-147923", "city": "Mercer Island", "state": "WA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109737, "name": "Northwest Investment Advisors, Inc", "name_as_filed": "NORTHWEST INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/northwest-investment-advisors-inc-spokane-wa-109737", "city": "Spokane", "state": "WA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297916, "name": "Northwest Planning Advisors LLC", "name_as_filed": "NORTHWEST PLANNING ADVISORS LLC", "url": "https://advisorcensus.com/firm/northwest-planning-advisors-llc-spokane-wa-297916", "city": "Spokane", "state": "WA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164170, "name": "Objective Advisors LLC", "name_as_filed": "OBJECTIVE ADVISORS LLC", "url": "https://advisorcensus.com/firm/objective-advisors-llc-164170", "city": null, "state": null, "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121157, "name": "Obsidian Investment Advisers, LLC", "name_as_filed": "OBSIDIAN INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/obsidian-investment-advisers-llc-121157", "city": null, "state": null, "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308991, "name": "Olde Wealth Management, LLC", "name_as_filed": "OLDE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/olde-wealth-management-llc-redmond-wa-308991", "city": "Redmond", "state": "WA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 296786, "name": "One Day Wealth", "name_as_filed": "ONE DAY WEALTH", "url": "https://advisorcensus.com/firm/one-day-wealth-296786", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329602, "name": "Onward Financial Advising LLC", "name_as_filed": "ONWARD FINANCIAL ADVISING LLC", "url": "https://advisorcensus.com/firm/onward-financial-advising-llc-329602", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300141, "name": "Opportunus Wealth Management, LLC", "name_as_filed": "OPPORTUNUS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/opportunus-wealth-management-llc-gig-harbor-wa-300141", "city": "Gig Harbor", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 311924, "name": "Pace Wealth Advisors", "name_as_filed": "PACE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/pace-wealth-advisors-311924", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155774, "name": "Pacific Crest Financial Advisors, LLC", "name_as_filed": "PACIFIC CREST FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pacific-crest-financial-advisors-llc-everett-wa-155774", "city": "Everett", "state": "WA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315663, "name": "Pacific Sage Partners, LLC", "name_as_filed": "PACIFIC SAGE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pacific-sage-partners-llc-edmonds-wa-315663", "city": "Edmonds", "state": "WA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322683, "name": "Para Wealth Advisors, Inc.", "name_as_filed": "PARA WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/para-wealth-advisors-inc-camas-wa-322683", "city": "Camas", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114310, "name": "Parametric Portfolio Associates", "name_as_filed": "PARAMETRIC PORTFOLIO ASSOCIATES", "url": "https://advisorcensus.com/firm/parametric-portfolio-associates-seattle-wa-114310", "city": "Seattle", "state": "WA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305115, "name": "Parcion Private Wealth LLC", "name_as_filed": "PARCION PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/parcion-private-wealth-llc-bellevue-wa-305115", "city": "Bellevue", "state": "WA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144293, "name": "Parker Financial LLC", "name_as_filed": "PARKER FINANCIAL LLC", "url": "https://advisorcensus.com/firm/parker-financial-llc-silverdale-wa-144293", "city": "Silverdale", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299217, "name": "Pathmont Investment Management", "name_as_filed": "PATHMONT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/pathmont-investment-management-seattle-wa-299217", "city": "Seattle", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297284, "name": "Paul R. Ried Financial Group, LLC", "name_as_filed": "PAUL R. 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