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Financial advisors · Washington

Fee-only financial advisors in Seattle, WA

From SEC and state Form ADV filingsUpdated 2026-11-07

73 fee-only investment advisers have offices in Seattle, Washington, according to their Form ADV filings with the SEC and state regulators. 51 offer hourly or flat-fee arrangements, 22 charge only a percentage of the assets they manage, and 45 provide financial planning. 39 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Paid partly in stock? Seattle is home to large offices of Amazon, Microsoft, Google, Meta, Salesforce. Before you meet an adviser, read our plain-English guides to Amazon, Microsoft, Google, Meta, Salesforce, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.

Showing 73 of 73

Brighton Jones LLC

2030 1st Avenue 3rd Floor, Seattle, WA 98121 · (206) 258-5000

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$18.9B
Individual clients
3,585
Advisory staff
156
Registered with
SEC

Profile · Website · SEC record

LNW

801 Second Avenue, Suite 1600, Seattle, WA 98104 · (206) 464-5100

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$12.2B
Individual clients
1,079
Advisory staff
96
Registered with
SEC

Profile · Website · SEC record

Garde Capital, Inc.

1301 Fifth Avenue Suite 3030, Seattle, WA 98101 · (206) 552-7900

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.7B
Individual clients
462
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Fulcrum Capital, LLC

800 Fifth Avenue Suite 3800, Seattle, WA 98104 · (206) 223-9790

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
296
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Strait & Sound

Seattle, WA (office address not published) · (425) 577-7710

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$334M
Individual clients
243
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Lakeside Advisors Inc

1115 East Denny Way, Seattle, WA 98122 · (206) 285-1730

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$412M
Individual clients
207
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Colmina, LLC

2212 Queen Anne Avenue North #931, Seattle, WA 98109 · (206) 832-1520

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$140M
Individual clients
207
Advisory staff
5
Registered with
AZ, CO, ID +

Profile · Website · SEC record

Truenorth Wealth Advisors

1200 Fifth Avenue, Suite 1810, Seattle, WA 98101 · (206) 652-4314

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$322M
Individual clients
178
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Mangan Wealth Management

2611 NE 113th ST Suite 300, Seattle, WA 98125 · (206) 441-1980

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$222M
Individual clients
173
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Newground Social Investment

111 Queen Anne Ave N, Suite 500, Seattle, WA 98109 · (206) 522-1944

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$161M
Individual clients
120
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Prospero Wealth, LLC

Seattle, WA (office address not published) · (971) 716-1991

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$111M
Individual clients
80
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

PNW Asset Management

2033 Sixth Ave., Ste. 815, Seattle, WA 98121 · (206) 259-0575

  • Percentage of assets
  • Financial planning
Assets managed
$105M
Individual clients
78
Advisory staff
2
Registered with
CA, NM, TN +

Profile · Website · SEC record

MG Financial, Inc.

Seattle, WA (office address not published) · (206) 749-0049

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$63M
Individual clients
60
Advisory staff
1
Registered with
WA

Profile · Website · SEC record

Lucid Advisors, Inc.

2101 4th Avenue Suite 2130, Seattle, WA 98121 · (206) 267-2222

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
33
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Satori Financial LLC

Seattle, WA (office address not published) · (206) 320-9263

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$50M
Individual clients
24
Advisory staff
1
Registered with
CA, WA

Profile · Website · SEC record

Humanize Wealth

2800 1st Avenue Suite 329, Seattle, WA 98121 · (206) 588-6550

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$47M
Individual clients
21
Advisory staff
3
Registered with
WA

Profile · Website · SEC record

Two Firs Financial

Seattle, WA (office address not published) · (206) 485-1010

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$19M
Individual clients
20
Advisory staff
2
Registered with
WA

Profile · Website · SEC record

Fangorn Wealth Management

Seattle, WA (office address not published) · (206) 909-3531

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$8.3M
Individual clients
16
Advisory staff
1
Registered with
WA

Profile · SEC record

Heritage Road Advisors

Seattle, WA (office address not published) · (425) 941-1071

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$21M
Individual clients
15
Advisory staff
1
Registered with
WA

Profile · Website · SEC record

Synergos Advisory

1700 Westlake Ave N Suite 200, Seattle, WA 98109 · (206) 800-8056

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$3.9M
Individual clients
10
Advisory staff
1
Registered with
WA

Profile · Website · SEC record

Howe Financial Advisory, LLC

Seattle, WA (office address not published) · (206) 755-4489

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$3.2M
Individual clients
2
Advisory staff
1
Registered with
WA

Profile · SEC record

2020 Financial Planning LLC

1700 7th Avenue Suite 2100 (premier Workspaces), Seattle, WA 98101 · (206) 972-6368

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.9M
Individual clients
1
Advisory staff
1
Registered with
WA

Profile · Website · SEC record

Runde & Co. LLC

1420 5th Avenue Suite 2200, Seattle, WA 98101 · (206) 323-2255

  • Percentage of assets
Assets managed
$209M
Individual clients
44
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Cedar River Capital, LLC

701 Fifth Ave Columbia Tower, 42nd Floor, Seattle, WA 98104 · (206) 317-1612

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$56M
Individual clients
28
Advisory staff
2
Registered with
CA, WA

Profile · Website · SEC record

Focus Advisory, LLC

Seattle, WA (office address not published) · (206) 399-8225

  • Percentage of assets
Assets managed
$38M
Individual clients
22
Advisory staff
1
Registered with
WA

Profile · SEC record

Veltra Capital

600 1st Ave Ste 330 PMB 403908, Seattle, WA 98104 · (202) 492-1838

  • Percentage of assets
  • Fixed fee
Assets managed
$5.7M
Individual clients
17
Advisory staff
1
Registered with
NY

Profile · Website · SEC record

Croboearn

Seattle, WA (office address not published) · (484) 609-6415

  • Percentage of assets
Assets managed
$10K
Individual clients
10
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Meridan Capital, LLC

Seattle, WA (office address not published) · (206) 556-3080

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$31M
Individual clients
5
Advisory staff
1
Registered with
WA

Profile · Website · SEC record

Mont Ai

4311 11th Avenue NE Suite 500, Office 507, Seattle, WA 98105 · (206) 620-3130

  • Fixed fee
Assets managed
$32K
Individual clients
4
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Chaps Lifestyle LLC

Seattle, WA (office address not published) · (206) 931-5606

  • Percentage of assets
  • Hourly
Assets managed
$225K
Individual clients
Under 5
Advisory staff
1
Registered with
WA

Profile · SEC record

Adams Financial Concepts, LLC

1001 Fourth Avenue Suite 4330, Seattle, WA 98154 · (206) 903-1019

  • Percentage of assets
Assets managed
$79M
Individual clients
110
Advisory staff
1
Registered with
WA

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Seattle

Another 79 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Seattle?

Form ADV records how firms charge, not what they charge. Of the 73 firms listed here, 51 offer hourly or flat fees and 69 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Seattle advisers selected?

Every registered investment adviser with an office in Seattle that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.