# Flat-fee financial advisors in Seattle, WA

> AdvisorCensus lists 170 investment advisory firms with a principal office in the Seattle metro area 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wa/seattle/flat-fee/page/4

## At a glance

- Investment advisory firms: 170
- Registration: SEC-registered investment adviser: 109, State-registered investment adviser: 61
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 79 (46%); Percentage of assets 150 (88%); Hourly charges 109 (64%); Fixed fees 170 (100%); Commissions 3 (2%); Performance-based fees 22 (13%); Other 12 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 29 (17%); $25 million to $100 million 20 (12%); $100 million to $500 million 57 (34%); $500 million to $1 billion 15 (9%); $1 billion to $5 billion 19 (11%); Over $5 billion 15 (9%); Not reported 15 (9%)
- Years registered: Under 5 years 45 (26%); 5 to 9 years 51 (30%); 10 to 19 years 42 (25%); 20 years or more 32 (19%)

## Firms (page 4 of 4, 151 to 170 of 170, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Truenorth Wealth Advisors](https://advisorcensus.com/firm/truenorth-wealth-advisors-seattle-wa-118273) ([md](https://advisorcensus.com/firm/truenorth-wealth-advisors-seattle-wa-118273.md)) | 118273 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Truewealth Financial Partners](https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079) ([md](https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079.md)) | 316079 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Tschetter Group](https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548) ([md](https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548.md)) | 301548 | Bellevue, WA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Two Firs Financial](https://advisorcensus.com/firm/two-firs-financial-seattle-wa-298206) ([md](https://advisorcensus.com/firm/two-firs-financial-seattle-wa-298206.md)) | 298206 | Seattle, WA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Valiant Financial Planning, LLC](https://advisorcensus.com/firm/valiant-financial-planning-llc-kirkland-wa-333280) ([md](https://advisorcensus.com/firm/valiant-financial-planning-llc-kirkland-wa-333280.md)) | 333280 | Kirkland, WA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Van Ray Wealth Management](https://advisorcensus.com/firm/van-ray-wealth-management-edmonds-wa-304550) ([md](https://advisorcensus.com/firm/van-ray-wealth-management-edmonds-wa-304550.md)) | 304550 | Edmonds, WA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Veltra Capital](https://advisorcensus.com/firm/veltra-capital-seattle-wa-312241) ([md](https://advisorcensus.com/firm/veltra-capital-seattle-wa-312241.md)) | 312241 | Seattle, WA | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee, Performance fee |
| [Viceroy Investment Advisors LLC](https://advisorcensus.com/firm/viceroy-investment-advisors-llc-everett-wa-152140) ([md](https://advisorcensus.com/firm/viceroy-investment-advisors-llc-everett-wa-152140.md)) | 152140 | Everett, WA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Victor Jones CPA, PC](https://advisorcensus.com/firm/victor-jones-cpa-pc-seattle-wa-324604) ([md](https://advisorcensus.com/firm/victor-jones-cpa-pc-seattle-wa-324604.md)) | 324604 | Seattle, WA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Wafd Wealth, Inc](https://advisorcensus.com/firm/wafd-wealth-inc-seattle-wa-337346) ([md](https://advisorcensus.com/firm/wafd-wealth-inc-seattle-wa-337346.md)) | 337346 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Washington Capital Management Inc](https://advisorcensus.com/firm/washington-capital-management-inc-seattle-wa-105253) ([md](https://advisorcensus.com/firm/washington-capital-management-inc-seattle-wa-105253.md)) | 105253 | Seattle, WA | SEC-registered investment adviser | Over $5 billion | 48 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Waterrock Global Asset Management](https://advisorcensus.com/firm/waterrock-global-asset-management-bellevue-wa-151309) ([md](https://advisorcensus.com/firm/waterrock-global-asset-management-bellevue-wa-151309.md)) | 151309 | Bellevue, WA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wayfinding Financial, LLC](https://advisorcensus.com/firm/wayfinding-financial-llc-lynnwood-wa-306208) ([md](https://advisorcensus.com/firm/wayfinding-financial-llc-lynnwood-wa-306208.md)) | 306208 | Lynnwood, WA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Waystone Advisors LLC](https://advisorcensus.com/firm/waystone-advisors-llc-redmond-wa-328565) ([md](https://advisorcensus.com/firm/waystone-advisors-llc-redmond-wa-328565.md)) | 328565 | Redmond, WA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Wealthcollab](https://advisorcensus.com/firm/wealthcollab-bellevue-wa-269840) ([md](https://advisorcensus.com/firm/wealthcollab-bellevue-wa-269840.md)) | 269840 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | Hourly, Fixed fee |
| [Westriver Management, LLC](https://advisorcensus.com/firm/westriver-management-llc-seattle-wa-161921) ([md](https://advisorcensus.com/firm/westriver-management-llc-seattle-wa-161921.md)) | 161921 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 14 | Fixed fee, Performance fee |
| [Women's Wealth](https://advisorcensus.com/firm/women-s-wealth-tacoma-wa-305821) ([md](https://advisorcensus.com/firm/women-s-wealth-tacoma-wa-305821.md)) | 305821 | Tacoma, WA | State-registered investment adviser | Not reported | 6 | Fixed fee |
| [Wyatt Wealth Management](https://advisorcensus.com/firm/wyatt-wealth-management-arlington-wa-309482) ([md](https://advisorcensus.com/firm/wyatt-wealth-management-arlington-wa-309482.md)) | 309482 | Arlington, WA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Zetlmaier Wealth Management LLC](https://advisorcensus.com/firm/zetlmaier-wealth-management-llc-seattle-wa-327128) ([md](https://advisorcensus.com/firm/zetlmaier-wealth-management-llc-seattle-wa-327128.md)) | 327128 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/wa/seattle/flat-fee/page/3.md

## Questions people ask

**How many financial advisory firms are there in Seattle, WA?**
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.

**How many fee-only financial advisors are in Seattle, WA?**
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.

**How many financial advisors in Seattle, WA offer financial planning?**
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.

**Are the financial advisors in Seattle, WA 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 149 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)
- [Financial advisors in Seattle, WA](https://advisorcensus.com/advisors/wa/seattle) (https://advisorcensus.com/advisors/wa/seattle.md)
- [Flat-fee financial advisors in Washington](https://advisorcensus.com/advisors/wa/flat-fee) (https://advisorcensus.com/advisors/wa/flat-fee.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)
- [Hourly financial advisors in Seattle, WA](https://advisorcensus.com/advisors/wa/seattle/hourly) (https://advisorcensus.com/advisors/wa/seattle/hourly.md)
- [Financial advisors for business owners in Seattle, WA](https://advisorcensus.com/advisors/wa/seattle/business-owners) (https://advisorcensus.com/advisors/wa/seattle/business-owners.md)
- [Financial advisors for farmers and ranchers in Seattle, WA](https://advisorcensus.com/advisors/wa/seattle/farmers-and-ranchers) (https://advisorcensus.com/advisors/wa/seattle/farmers-and-ranchers.md)
- [Financial advisors for sustainable and impact investing in Seattle, WA](https://advisorcensus.com/advisors/wa/seattle/sustainable-and-impact-investing) (https://advisorcensus.com/advisors/wa/seattle/sustainable-and-impact-investing.md)
- [Financial advisors in Bellevue, WA](https://advisorcensus.com/advisors/wa/seattle/bellevue) (https://advisorcensus.com/advisors/wa/seattle/bellevue.md)
- [Financial advisors in Kirkland, WA](https://advisorcensus.com/advisors/wa/seattle/kirkland) (https://advisorcensus.com/advisors/wa/seattle/kirkland.md)
- [Financial advisors in Tacoma, WA](https://advisorcensus.com/advisors/wa/seattle/tacoma) (https://advisorcensus.com/advisors/wa/seattle/tacoma.md)
- [Financial advisors in Gig Harbor, WA](https://advisorcensus.com/advisors/wa/seattle/gig-harbor) (https://advisorcensus.com/advisors/wa/seattle/gig-harbor.md)
- [Financial advisors in Mercer Island, WA](https://advisorcensus.com/advisors/wa/seattle/mercer-island) (https://advisorcensus.com/advisors/wa/seattle/mercer-island.md)
- [Financial advisors in Redmond, WA](https://advisorcensus.com/advisors/wa/seattle/redmond) (https://advisorcensus.com/advisors/wa/seattle/redmond.md)
- [Financial advisors in Spokane](https://advisorcensus.com/advisors/wa/spokane) (https://advisorcensus.com/advisors/wa/spokane.md)
- [Financial advisors in Bremerton](https://advisorcensus.com/advisors/wa/bremerton) (https://advisorcensus.com/advisors/wa/bremerton.md)
- [Financial advisors in Bellingham](https://advisorcensus.com/advisors/wa/bellingham) (https://advisorcensus.com/advisors/wa/bellingham.md)
- [Financial advisors in Olympia](https://advisorcensus.com/advisors/wa/olympia) (https://advisorcensus.com/advisors/wa/olympia.md)
- [Financial advisors in Wenatchee](https://advisorcensus.com/advisors/wa/wenatchee) (https://advisorcensus.com/advisors/wa/wenatchee.md)
- [Financial advisors in Kennewick](https://advisorcensus.com/advisors/wa/kennewick) (https://advisorcensus.com/advisors/wa/kennewick.md)
- [Financial advisors in Yakima](https://advisorcensus.com/advisors/wa/yakima) (https://advisorcensus.com/advisors/wa/yakima.md)
- [Financial advisors in Longview](https://advisorcensus.com/advisors/wa/longview) (https://advisorcensus.com/advisors/wa/longview.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Seattle, WA: 170 firms from Form ADV filings as of October 2026.