CF
ChFC
CF
ChFC

Cole Ferrier

1 Year of Experience
Edgewood, WA

Cole Ferrier is a ChFC-designated registered investment advisor at Enoughfp LLC, based in Edgewood, WA, with 1 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 6 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Ongoing financial planning is charged at EnoughFP's hourly rate and billed quarterly. If no service is provided in a quarter, the client will not be charged.

  • Single Session Financial Review - A fixed fee of $4,400, which converts to the hourly rate if the fee under the hourly rate is less. This service is designed to address specific questions, validate current strategies, and provide actionable recommendations in a condensed timeframe.
  • Post Engagement Support - Charged at EnoughFP's hourly rate with a two-hour minimum. This is for ad-hoc support, implementation questions, meetings, etc., for a period of 12 months following the termination of the Single Session Financial Review.
One-Time Plan:$4,400
Hourly Rate:$400/hr
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Location

Edgewood, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cole is on administrative leave from the U.S. Department of Housing and Urban Development through September 2025. He is an Information Technology Professional for the U.S. Federal Government, but is currently not devoting any time to this role.

Employment History
Current Registrations
Enoughfp LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Enough Financial Planning LLC
March 2020 - November 2020 · 8 mos
State Registrations2 states
TXWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.