Financial Planning Northwest

Fixed/Hourly

Financial Planning Northwest LLC (FPN) provides financial planning services to individuals. FPN is a fee-only firm, meaning it only receives compensation from clients for its services. FPN offers ongoing and project-based financial planning, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.

Assets Under ManagementN/A
Clients30
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

  • Comprehensive Financial Plan: $500 to $5,000, depending on the client's needs and complexity.
  • Project-Based Financial Planning: $500 to $20,000, depending on the client's needs and complexity.
  • Hourly Financial Planning: $250 per hour.
One-Time Plan:$500 - $20,000
Hourly Rate:$250/hr
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Location

1 Advisors at this firm

Financial Planning Northwest | TrueAdvisor