Avea Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$1,000

“Portfolio Management with On-Going Comprehensive Financial Planning - $500 - $1,000 one-time onboarding fee and a fixed annual fee, $10,960.”

Annual fee

$10,960/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Avea Financial Planning, LLC bills

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

• “Fees may be paid by electronic funds transfer, check or directly debited from client accounts.”
• “Fees are typically paid in advance, and should a client terminate the relationship with advisor, the unearned portion of the fee will be refunded prorata.”
• “If fees are paid in arrears, no refund will be needed upon termination of the account.”

How Avea Financial Planning, LLC’s fees compare

• Its flat or project fee of $500-$1,000 is below the Washington median of $3,250. 8% of the 103 other Washington planners that publish a flat or project fee charge less.
• Its annual fee of $10,960 is above the Washington median of $7,000. 76% of the 37 other Washington planners that publish an annual fee charge less.

About Avea Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

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

2% a year

Minimum

$750,000 in assets (stated in brochure)

Clients

14

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$12,530,325

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288702

Website

angielarosee.com (opens in new tab)

Phone

(509) 402-2808

Other planners in Washington that publish fees

• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aksum Wealth, LLCLynnwood$150/hr

Compare all 370 planners in Washington