Browse all Flat-fee advisors in Washington

Every advisor below is licensed to work with clients in Washington. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Washington advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,000
Retired	3,332
Tax-loss harvesting	2,930
Wealth management	2,603
Retirement plans for business owners (SEP, solo 401k)	2,164
Executive	2,127
Private / alternative investments	1,257
College savings (529s, UTMA, etc.)	1,222
Retirement income strategy	1,083
ESG / Sustainable investing	944
Business exit / sale strategy	838
General retirement planning	747
Options & derivatives strategies	745
Active portfolio management	658
Annuities	634
Self-Employed	546
Cash flow / budgeting	524
Charitable giving & philanthropy	505
Concentrated stock management	495
Approaching retirement	468
HENRY (High Earners, Not Rich Yet)	465
Business succession planning	387
Real estate investing	383
Passive / index investing	299
General estate planning guidance	247
Income planning	229
Financial Professional	197
Established Professionals	165
General tax planning	128
Multi-generational wealth transfer	93
Social Security optimization	93
Debt management	88
Mid-Career Professionals	87
Business ownership considerations	86
Retirement withdrawal strategies	70
Tax strategies for small businesses	61
Values-based investing	61
Long-term care insurance	59
Equity compensation tax strategy	55
Factor investing / smart beta	40
Women Professionals	40
Educators, Teachers, and Academics	36
Life insurance needs analysis	30
Business sale tax planning	27
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	27
Divorce financial planning	26
Family Business	26
Retired	23
Charitable giving tax strategies	20
Equity Recipients (RS/RSU, SOP, ESPP)	19
Religious/faith focused	16
Roth conversion strategy	16
Young Professionals	14
Doctor or Medical Professional	12
Military & Veterans	12
Medicare planning	9
Technology Professional	9
Attorney	7
Business Financial Management	7
Women's Finance	4
Married/Couples/Partners	3
Single Women	3

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