{
  "path": "/advisors/wa/flat-fee",
  "url": "https://advisorcensus.com/advisors/wa/flat-fee/page/5",
  "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": 5,
  "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": 330085,
      "name": "Pendlebury Hall Advisors, LLC",
      "name_as_filed": "PENDLEBURY HALL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pendlebury-hall-advisors-llc-330085",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137046,
      "name": "Penn Cove Financial, LLC",
      "name_as_filed": "PENN COVE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/penn-cove-financial-llc-137046",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318918,
      "name": "Penny Lane Wealth Management, LLC",
      "name_as_filed": "PENNY LANE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/penny-lane-wealth-management-llc-tacoma-wa-318918",
      "city": "Tacoma",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105555,
      "name": "Perpetuity",
      "name_as_filed": "PERPETUITY",
      "url": "https://advisorcensus.com/firm/perpetuity-bellingham-wa-105555",
      "city": "Bellingham",
      "state": "WA",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110952,
      "name": "Petersen Hastings Wealth Advisors, Inc.",
      "name_as_filed": "PETERSEN HASTINGS WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/petersen-hastings-wealth-advisors-inc-kennewick-wa-110952",
      "city": "Kennewick",
      "state": "WA",
      "years_registered": 43,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288809,
      "name": "Physician Advising LLC",
      "name_as_filed": "PHYSICIAN ADVISING LLC",
      "url": "https://advisorcensus.com/firm/physician-advising-llc-newport-wa-288809",
      "city": "Newport",
      "state": "WA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143609,
      "name": "Pioneer Square Advisors, LLC",
      "name_as_filed": "PIONEER SQUARE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pioneer-square-advisors-llc-gig-harbor-wa-143609",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293533,
      "name": "Planit Financial LLC",
      "name_as_filed": "PLANIT FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/planit-financial-llc-293533",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286565,
      "name": "Prentice Financial Planning, LLC",
      "name_as_filed": "PRENTICE FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/prentice-financial-planning-llc-olympia-wa-286565",
      "city": "Olympia",
      "state": "WA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164532,
      "name": "Prevail Wealth Management",
      "name_as_filed": "PREVAIL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/prevail-wealth-management-kirkland-wa-164532",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108815,
      "name": "Private Asset Management Inc",
      "name_as_filed": "PRIVATE ASSET MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/private-asset-management-inc-kirkland-wa-108815",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 30,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289966,
      "name": "Prospero Wealth, LLC",
      "name_as_filed": "PROSPERO WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/prospero-wealth-llc-seattle-wa-289966",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115877,
      "name": "Quantum Financial Planning Services, Inc.",
      "name_as_filed": "QUANTUM FINANCIAL PLANNING SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/quantum-financial-planning-services-inc-spokane-wa-115877",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328633,
      "name": "Rain DOG Financial",
      "name_as_filed": "RAIN DOG FINANCIAL",
      "url": "https://advisorcensus.com/firm/rain-dog-financial-bellevue-wa-328633",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304311,
      "name": "Rainier Capital Investments LLC",
      "name_as_filed": "RAINIER CAPITAL INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/rainier-capital-investments-llc-304311",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162125,
      "name": "Rainier Wealth Management LLC",
      "name_as_filed": "RAINIER WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/rainier-wealth-management-llc-mukilteo-wa-162125",
      "city": "Mukilteo",
      "state": "WA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307311,
      "name": "Red Haven Advisors, LLC",
      "name_as_filed": "RED HAVEN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/red-haven-advisors-llc-307311",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290239,
      "name": "Red Top Advisors LLC",
      "name_as_filed": "RED TOP ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/red-top-advisors-llc-seattle-wa-290239",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114445,
      "name": "Reliant Consulting & Research, Inc.",
      "name_as_filed": "RELIANT CONSULTING & RESEARCH, INC.",
      "url": "https://advisorcensus.com/firm/reliant-consulting-and-research-inc-kingston-wa-114445",
      "city": "Kingston",
      "state": "WA",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313446,
      "name": "Retirement Strategies",
      "name_as_filed": "RETIREMENT STRATEGIES",
      "url": "https://advisorcensus.com/firm/retirement-strategies-longview-wa-313446",
      "city": "Longview",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 713,
      "name": "Richards Merrill Wealth Management",
      "name_as_filed": "RICHARDS MERRILL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/richards-merrill-wealth-management-spokane-wa-713",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321166,
      "name": "Ridinger Wealth Management, LLC",
      "name_as_filed": "RIDINGER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ridinger-wealth-management-llc-vancouver-wa-321166",
      "city": "Vancouver",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143417,
      "name": "Robinswood Financial",
      "name_as_filed": "ROBINSWOOD FINANCIAL",
      "url": "https://advisorcensus.com/firm/robinswood-financial-kirkland-wa-143417",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322267,
      "name": "Ruby Pebble Financial Planning LLC",
      "name_as_filed": "RUBY PEBBLE FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/ruby-pebble-financial-planning-llc-seattle-wa-322267",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329,
      "name": "Russell Investments",
      "name_as_filed": "RUSSELL INVESTMENTS",
      "url": "https://advisorcensus.com/firm/russell-investments-seattle-wa-329",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 37550,
      "name": "Russell Investments",
      "name_as_filed": "RUSSELL INVESTMENTS",
      "url": "https://advisorcensus.com/firm/russell-investments-seattle-wa-37550",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105734,
      "name": "Russell Investments",
      "name_as_filed": "RUSSELL INVESTMENTS",
      "url": "https://advisorcensus.com/firm/russell-investments-seattle-wa-105734",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 44,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326737,
      "name": "RX Wealth Management",
      "name_as_filed": "RX WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/rx-wealth-management-326737",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105864,
      "name": "S. R. Schill & Associates, Inc.",
      "name_as_filed": "S. R. SCHILL & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/s-r-schill-and-associates-inc-mercer-island-wa-105864",
      "city": "Mercer Island",
      "state": "WA",
      "years_registered": 38,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301328,
      "name": "Sage Advisors, LLC",
      "name_as_filed": "SAGE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/sage-advisors-llc-edmonds-wa-301328",
      "city": "Edmonds",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155361,
      "name": "Sapling Wealth Management",
      "name_as_filed": "SAPLING WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/sapling-wealth-management-seattle-wa-155361",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170194,
      "name": "SAR Wealth Management",
      "name_as_filed": "SAR WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/sar-wealth-management-170194",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115592,
      "name": "Satori Financial LLC",
      "name_as_filed": "SATORI FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/satori-financial-llc-seattle-wa-115592",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 25586,
      "name": "Saturna Capital Corporation",
      "name_as_filed": "SATURNA CAPITAL CORPORATION",
      "url": "https://advisorcensus.com/firm/saturna-capital-corporation-bellingham-wa-25586",
      "city": "Bellingham",
      "state": "WA",
      "years_registered": 36,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310849,
      "name": "SCS",
      "name_as_filed": "SCS",
      "url": "https://advisorcensus.com/firm/scs-bellevue-wa-310849",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285877,
      "name": "Seattle Wealth Management LLC",
      "name_as_filed": "SEATTLE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/seattle-wealth-management-llc-seattle-wa-285877",
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      "name_as_filed": "SFM FINANCIAL ADVISORS LLC",
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    },
    {
      "crd_number": 300537,
      "name": "Sharebuilder 401K",
      "name_as_filed": "SHAREBUILDER 401K",
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    {
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    {
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    },
    {
      "crd_number": 134699,
      "name": "Sitka Pacific Capital Management, LLC",
      "name_as_filed": "SITKA PACIFIC CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/sitka-pacific-capital-management-llc-seattle-wa-134699",
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    {
      "crd_number": 124216,
      "name": "Skaggs Financial Planning, LLC",
      "name_as_filed": "SKAGGS FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/skaggs-financial-planning-llc-124216",
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    },
    {
      "crd_number": 188511,
      "name": "Skyline Advisors, Inc.",
      "name_as_filed": "SKYLINE ADVISORS, INC.",
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      "name_as_filed": "SNIDER FINANCIAL GROUP",
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    },
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      {
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        "firm_count": 1,
        "label": "Flat-fee financial advisors in Mount Vernon, WA"
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}