Eric Smith is a CFP-designated registered investment advisor at Ridge Falls Financial Planning, based in Bellingham, WA. Eric 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.
Compensation
Firm Size
IM Fee
Fee Structure
Ridge Falls Financial Planning believes consistent annual financial planning reviews are valuable in helping clients achieve their goals. Reviews typically take between three and five hours to complete at an hourly rate of $250, billed in 15-minute increments. A typical review includes a review of planning objectives, cash flows, contingencies, investments, tax planning opportunities and progress towards near- and long-term goals.
Ridge Falls Financial Planning offers financial planning at an hourly rate of $250, billed in 15-minute increments. The advisor will provide an estimate of hours to complete the project-based plan and will not exceed the estimated hours without prior client consent. Financial plans typically take between eight and fifteen hours to complete.
Location
Bellingham, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ridge Falls Financial Planning
State Registrations1 state
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