Ceg Life Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fee for our services is a negotiable hourly rate of $250.”

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

How Ceg Life Financial Services bills

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

• “Fees are payable upon satisfactory completion and delivery of our financial planning recommendations.”

How Ceg Life Financial Services’ 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.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Ceg Life Financial Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318216

Phone

(425) 947-5232

Other planners in Monroe that publish fees

• Blue Mountain Wealth ManagementMonroe$250/hr, $2,500⁠-⁠$5,000
• 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

Compare all 370 planners in Washington