Jamie Clark is a CFP-designated registered investment advisor at Ruby Pebble Financial Planning LLC, based in Seattle, WA, with 4 years of industry experience. Jamie 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 6 more. Their firm serves 6 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered alongside ongoing financial planning. You can pay an hourly fee or an annual fixed fee, depending on your needs. The fixed fee is typically 1% of your investments, but this can be negotiated. The hourly rate is $400 per hour. RPFP will discuss the fee options with you and determine which is appropriate based on your financial needs.
Contact
Jamie Clark
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ruby Pebble Financial Planning LLC
Previous Registrations
Arrivity Financial Planning
State Registrations1 state
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
Additional Information
Jamie (pronouns: they/them) holds a Bachelor's in Computer Science and French from the University of Waterloo in Canada. Prior to financial planning, they studied Computational Linguistics at the University of Washington and worked as a software engineer for over 7 years, primarily at Microsoft and Amazon in the Seattle area. They obtained the CFP® designation in 2022 and launched Ruby Pebble Financial Planning later that year.