Fee-only advisors in Washington

Advisors serving Washington

• Ayla Reyes, CFP

  Flat-fee planning for founders and tech employees with concentrated equity and crypto positions.

  Flat fee Bozeman, Montana Bridgestone Planning virtual
  11 yrs

• Liam Frost, CFP

  Flat-fee planning for tech-industry employees with equity-heavy compensation.

  Flat fee Seattle, Washington Foundry Flat Fee virtual
  9 yrs

• Nora Hale, CFP

  Pre-exit founder planning with deep concentrated-position and QSBS expertise.

  AUM (fee-only) San Francisco, California Highline Capital Advisors virtual
  18 yrs

• Rhea Kumar, CFP

  Equity-comp and crypto-focused planning for early-career tech employees.

  Flat fee Seattle, Washington Foundry Flat Fee virtual
  6 yrs

• Sam Park, CFP

  Vancouver-based cross-border planning for Canadians working in the Pacific Northwest.

  AUM (fee-only) Vancouver, British Columbia Northlake Wealth virtual
  10 yrs

Firms headquartered in Washington

• Foundry Flat Fee

  Seattle flat-fee firm focused on tech-industry equity compensation and first-IPO planning. Virtual-serve across US.

  3 advisors

Metros tracked

• Seattle

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.