Scaled Finance is a registered investment advisor located in Washington that provides project-based financial planning services. Scaled Finance operates as a fee-only firm, meaning compensation comes solely from clients for services rendered. The firm helps clients evaluate their current and future financial state, addressing areas such as retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, risk management, and tax planning strategies. Clients receive a written report with a detailed financial plan designed to achieve their stated goals. Scaled Finance does not manage investment portfolios or exercise trading authority. Kevin Estes is the owner, chief compliance officer, and sole financial planner.
Fee Structure
Scaled Finance charges an hourly rate of $250 for project-based financial planning services. Clients can choose specific topics or areas to cover in a one-time engagement.
