Lisa Eaton is a registered investment advisor at Firm Footing Financial Planning, based in Seattle, WA, with 1 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning - Hourly rate of $250. This service addresses specific financial questions or issues.
- Financial Planning as an Employee Benefit - Hourly rate of $250. This service is offered to business clients where employers provide access to a financial planner or financial coach as a benefit.
- Financial Education Service - Hourly rate of $90. This service focuses on increasing the client's understanding of financial terms, concepts and ideas.
Location
Seattle, WA
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Regulatory History
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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Lisa is a tax preparer with CPA Dream Team, providing tax accounting services to individuals and businesses. During tax season, this takes about 75% of Lisa's time, and a few hours per week for the rest of the year.
Employment History
Current Registrations
Firm Footing 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.