Abacus Financial Planning fees and pricing

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

According to its Form ADV Part 2A brochure dated June 2, 2026, Abacus Financial Planning charges $450 an hour for financial planning.

Published fees

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

Hourly rate: $450/hr; “Clients may contact AFP if they are concerned with valuation for assets not listed on a public exchange. 8 Financial Planning Financial Planning engagements are offered at our hourly rate of $450.”

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

“Fees may be negotiable at the discretion of AFP.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Since fees are paid in arrears, no refund will be needed upon termination of the account.”

Its hourly rate of $450 is above the Washington median of $300. 93% of the 216 other Washington planners that publish an hourly rate charge less.
10 of the 11 other planners in Kirkland that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 2
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $6,009,537
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 314646
Website: abacusfinancialplanning.com (opens in new tab)
Phone: (425) 312-3621

Can advise clients in 2 states: Louisiana, Washington

Is something on this page wrong or out of date?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.