Region · United States
Fee-only advisors in Washington
Strong tech-industry advisor concentration around Seattle.
Advisors serving Washington
-
Ayla Reyes, CFP
Flat-fee planning for founders and tech employees with concentrated equity and crypto positions.
11 yrs -
Liam Frost, CFP
Flat-fee planning for tech-industry employees with equity-heavy compensation.
9 yrs -
Nora Hale, CFP
Pre-exit founder planning with deep concentrated-position and QSBS expertise.
18 yrs -
Rhea Kumar, CFP
Equity-comp and crypto-focused planning for early-career tech employees.
6 yrs -
Sam Park, CFP
Vancouver-based cross-border planning for Canadians working in the Pacific Northwest.
10 yrs
Firms headquartered in Washington
Metros tracked
- Seattle
Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.