Brown Pcfo fees and pricing
Financial planner in Bellingham, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 11, 2026, Brown Pcfo charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The negotiated hourly rate for creating client financial plans is $250 an hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brown Pcfo bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty, and for a full refund of Brown PCFO's fees, within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty and for full refund of Brown PCFO’s fees, within five business days of signing the Financial Planning Agreement.”
How Brown Pcfo’s fees compare
- 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.
- 2 of the 8 other planners in Bellingham that publish an hourly rate charge less.
About Brown Pcfo
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $21,927,712
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330769
- Phone
- (360) 284-9442
Other planners in Bellingham that publish fees
- Financial Plan, Inc.Bellingham$500/hr
- Flow Financial Planning, L.L.C.Bellingham$500/hr, $11,000-$13,000
- Goodrich & Associates, LLCBellingham$150/hr, $500
- NW Straits Financial ServicesBellingham$300/hr
- Ridge Falls Financial PlanningBellingham$250/hr
- Streamline AdvisoryBellingham$250/hr
Is something on this page wrong or out of date?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.