{
  "path": "/advisors/wa/seattle/fee-only",
  "url": "https://advisorcensus.com/advisors/wa/seattle/fee-only",
  "page_type": "metro_fee",
  "title": "Fee-only financial advisors in Seattle, WA",
  "filters": {},
  "scope_total": 149,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Seattle, WA?",
      "a": "AdvisorCensus lists 449 investment advisory firms with a principal office in the Seattle metro area, from Form ADV filings as of October 2026: 201 SEC-registered, 148 state-registered, and 100 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 Seattle, WA?",
      "a": "149 of the 449 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 Seattle, WA offer financial planning?",
      "a": "205 of the 349 firms in Seattle, WA 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 Seattle, WA 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 149 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 149 investment advisory firms with a principal office in the Seattle metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Seattle has 449 investment advisory firms with a principal office in the metro area as of October 2026: 201 SEC-registered, 148 state-registered, and 100 exempt reporting advisers. 149 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 114 report under $100 million in regulatory assets under management. The metro area has 1,608,596 households, 403,953 of them with income of $200,000 or more, or 900 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Fee-only financial advisors in Seattle, WA: 149 firms from Form ADV filings as of October 2026.",
  "total_firms": 149,
  "page": 1,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 83,
    "state": 66,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 149
    },
    {
      "code": "percentage_of_aum",
      "count": 134
    },
    {
      "code": "hourly",
      "count": 67
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 79
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 46
    },
    {
      "code": "5_to_9",
      "count": 34
    },
    {
      "code": "10_to_19",
      "count": 40
    },
    {
      "code": "20_plus",
      "count": 29
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 30
    },
    {
      "code": "25m_100m",
      "count": 28
    },
    {
      "code": "100m_500m",
      "count": 57
    },
    {
      "code": "500m_1b",
      "count": 9
    },
    {
      "code": "1b_5b",
      "count": 11
    },
    {
      "code": "over_5b",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 12
    }
  ],
  "firms": [
    {
      "crd_number": 153979,
      "name": "2020 Financial Planning LLC",
      "name_as_filed": "2020 FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/2020-financial-planning-llc-seattle-wa-153979",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314646,
      "name": "Abacus Financial Planning",
      "name_as_filed": "ABACUS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/abacus-financial-planning-kirkland-wa-314646",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116392,
      "name": "Adele Brady Bolson CPA PS",
      "name_as_filed": "ADELE BRADY BOLSON CPA PS",
      "url": "https://advisorcensus.com/firm/adele-brady-bolson-cpa-ps-bellevue-wa-116392",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340257,
      "name": "Advisia Financial Planning",
      "name_as_filed": "ADVISIA FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/advisia-financial-planning-bellevue-wa-340257",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333610,
      "name": "Aerie Advisory Group LLC",
      "name_as_filed": "AERIE ADVISORY GROUP LLC",
      "url": "https://advisorcensus.com/firm/aerie-advisory-group-llc-gig-harbor-wa-333610",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304623,
      "name": "Aletheian Wealth Advisors LLC",
      "name_as_filed": "ALETHEIAN WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/aletheian-wealth-advisors-llc-bellevue-wa-304623",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325321,
      "name": "Alta Via Financial Planning",
      "name_as_filed": "ALTA VIA FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/alta-via-financial-planning-seattle-wa-325321",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110117,
      "name": "American Northwest Advisory Services L.L.C.",
      "name_as_filed": "AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.",
      "url": "https://advisorcensus.com/firm/american-northwest-advisory-services-l-l-c-federal-way-wa-110117",
      "city": "Federal Way",
      "state": "WA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154628,
      "name": "An Irrational Mind, LLC",
      "name_as_filed": "AN IRRATIONAL MIND, LLC",
      "url": "https://advisorcensus.com/firm/an-irrational-mind-llc-bellevue-wa-154628",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 16,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105086,
      "name": "Ariston Capital Management Corp",
      "name_as_filed": "ARISTON CAPITAL MANAGEMENT CORP",
      "url": "https://advisorcensus.com/firm/ariston-capital-management-corp-bellevue-wa-105086",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167976,
      "name": "Arrivity Financial Planning",
      "name_as_filed": "ARRIVITY FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/arrivity-financial-planning-seattle-wa-167976",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307869,
      "name": "Avantia Investment Services, LLC",
      "name_as_filed": "AVANTIA INVESTMENT SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/avantia-investment-services-llc-seattle-wa-307869",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161077,
      "name": "Avier Wealth Advisors",
      "name_as_filed": "AVIER WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/avier-wealth-advisors-bellevue-wa-161077",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174336,
      "name": "Barwick & Partners, Inc.",
      "name_as_filed": "BARWICK & PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/barwick-and-partners-inc-shoreline-wa-174336",
      "city": "Shoreline",
      "state": "WA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334018,
      "name": "Basecamp Wealth Advisors, LLC",
      "name_as_filed": "BASECAMP WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/basecamp-wealth-advisors-llc-bellevue-wa-334018",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115969,
      "name": "BBJS Financial Advisors, LLC",
      "name_as_filed": "BBJS FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bbjs-financial-advisors-llc-seattle-wa-115969",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151151,
      "name": "Bear Mountain Capital Inc.",
      "name_as_filed": "BEAR MOUNTAIN CAPITAL INC.",
      "url": "https://advisorcensus.com/firm/bear-mountain-capital-inc-seattle-wa-151151",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129194,
      "name": "Bellevue Asset Management, LLC",
      "name_as_filed": "BELLEVUE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bellevue-asset-management-llc-bellevue-wa-129194",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333256,
      "name": "Blue Mountain Wealth Management",
      "name_as_filed": "BLUE MOUNTAIN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/blue-mountain-wealth-management-monroe-wa-333256",
      "city": "Monroe",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150841,
      "name": "Breakwater Investment Management",
      "name_as_filed": "BREAKWATER INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/breakwater-investment-management-seattle-wa-150841",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310562,
      "name": "Briarwood Financial",
      "name_as_filed": "BRIARWOOD FINANCIAL",
      "url": "https://advisorcensus.com/firm/briarwood-financial-gig-harbor-wa-310562",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174429,
      "name": "Broadview Wealth Management, LLC",
      "name_as_filed": "BROADVIEW WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/broadview-wealth-management-llc-bellevue-wa-174429",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119481,
      "name": "Capital Investment Management",
      "name_as_filed": "CAPITAL INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-investment-management-seattle-wa-119481",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121567,
      "name": "Capital Investment Services, LLC",
      "name_as_filed": "CAPITAL INVESTMENT SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/capital-investment-services-llc-lynnwood-wa-121567",
      "city": "Lynnwood",
      "state": "WA",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288579,
      "name": "Cedar River Capital, LLC",
      "name_as_filed": "CEDAR RIVER CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/cedar-river-capital-llc-seattle-wa-288579",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323561,
      "name": "Ceva Advisors",
      "name_as_filed": "CEVA ADVISORS",
      "url": "https://advisorcensus.com/firm/ceva-advisors-redmond-wa-323561",
      "city": "Redmond",
      "state": "WA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116511,
      "name": "Chaney Capital Management Inc.",
      "name_as_filed": "CHANEY CAPITAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/chaney-capital-management-inc-lynnwood-wa-116511",
      "city": "Lynnwood",
      "state": "WA",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333806,
      "name": "Chaps Lifestyle LLC",
      "name_as_filed": "CHAPS LIFESTYLE LLC",
      "url": "https://advisorcensus.com/firm/chaps-lifestyle-llc-seattle-wa-333806",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168938,
      "name": "Clarity Northwest Wealth Management, LLC",
      "name_as_filed": "CLARITY NORTHWEST WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/clarity-northwest-wealth-management-llc-seattle-wa-168938",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305925,
      "name": "Concepts Financial Services, LLC",
      "name_as_filed": "CONCEPTS FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/concepts-financial-services-llc-kirkland-wa-305925",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310737,
      "name": "Concreit Fund Management LLC",
      "name_as_filed": "CONCREIT FUND MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/concreit-fund-management-llc-seattle-wa-310737",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327183,
      "name": "Convexity Wealth Management, LLC",
      "name_as_filed": "CONVEXITY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/convexity-wealth-management-llc-seattle-wa-327183",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117094,
      "name": "Cornerstone Asset Management, LLC",
      "name_as_filed": "CORNERSTONE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-asset-management-llc-puyallup-wa-117094",
      "city": "Puyallup",
      "state": "WA",
      "years_registered": 27,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328897,
      "name": "DLK Investment Advisors, LLC",
      "name_as_filed": "DLK INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/dlk-investment-advisors-llc-mercer-island-wa-328897",
      "city": "Mercer Island",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108089,
      "name": "Eagle Harbor Asset Management, Inc.",
      "name_as_filed": "EAGLE HARBOR ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/eagle-harbor-asset-management-inc-seattle-wa-108089",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 5,
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    {
      "crd_number": 301981,
      "name": "Financial Freedom for Dentists LLC",
      "name_as_filed": "FINANCIAL FREEDOM FOR DENTISTS LLC",
      "url": "https://advisorcensus.com/firm/financial-freedom-for-dentists-llc-snoqualmie-wa-301981",
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      "city": "Seattle",
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  ],
  "states": [],
  "metros": [],
  "siblings": {
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    "state": {
      "path": "/advisors/wa",
      "label": "Financial advisors in Washington"
    },
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      "label": "Financial advisors in Seattle, WA"
    },
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      {
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      {
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      },
      {
        "path": "/advisors/wa/seattle/hourly",
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      }
    ],
    "niche_pages": [
      {
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      },
      {
        "path": "/advisors/wa/seattle/farmers-and-ranchers",
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    "state_fee": {
      "path": "/advisors/wa/fee-only",
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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"
  }
}
