Chair Six Financial Planning, PLLC fees and pricing
Financial planner in Spokane, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Chair Six Financial Planning, PLLC charges a flat or project fee of $200-$5,000 and an annual fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$5,000
“We are compensated for project-based services on a fixed fee basis ranging from $200 to $5,000 per plan.”
- Annual fee
- $1,000-$10,000/yr
“The fee for a PFP Plus engagement is an annual fixed fee that typically ranges from $1,000 to $10,000 per year, paid in equal quarterly installments, and is based on the complexity of the client’s financial needs and situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chair Six Financial Planning, PLLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are to be paid by check or draft from US-based financial institutions.”
- “Debit and credit card payments may also be made through a qualified, unaffiliated PCI compliant 1 third-party processor.”
- “Payment requests for our advisory fees will be preceded by our invoice.”
How Chair Six Financial Planning, PLLC’s fees compare
- Its flat or project fee of $200-$5,000 spans the Washington median of $3,250. 37% of the 103 other Washington planners that publish a flat or project fee charge less.
- 6 of the 9 other planners in Spokane that publish a flat or project fee charge less.
- Its annual fee of $1,000-$10,000 spans the Washington median of $7,000. 38% of the 37 other Washington planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Chair Six Financial Planning, PLLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,878,800
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282052
- Phone
- (509) 381-6026
Other planners in Spokane that publish fees
- Apex Advisory Group, Inc.Spokane$500/hr
- Bormann Wealth Management, LLCSpokane$400/hr
- Craig Family OfficeSpokane$500
- Fellowship Financial PlanningSpokane$500/hr, $1,500
- Financial Forum, Inc.Spokane$150/hr
- Financial Trex, LLCSpokane$325/hr, $650-$1,300
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.