A5 Financial LLC fees and pricing

Financial planner in Bothell, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, A5 Financial LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are offered based on an hourly fee of $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“As noted above, fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”

Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
1 of the 2 other planners in Bothell that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 16
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $14,851,674
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 334313
Website: instagram.com/a5_financial (opens in new tab)
Phone: (425) 491-0143

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.