PlannerFees

Champion Financial Planning LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 23, 2026, Champion Financial Planning LLC charges $400 an hour, a quarterly fee of $2,000, and an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Client Relationships (without an existing comprehensive plan) begin by entering a three-month comprehensive planning engagement at a rate of $400/hour (not to exceed a fee of $8,000 per household). $1,600 is due upon the signing of the formal engagement agreement.”
Quarterly fee
$2,000/qtr
“Ongoing relationships are provided at a rate of $400/hour (not to exceed a fee of $8,000 per household) for a maximum of $2,000 per quarter (billed in arrears).”
Annual fee
$5,000/yr
“The minimal annual fee is $5,000, based on an estimated eight (8) hours of financial planning service and approximately 4.5 hours of investment management services during the year.”

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

How Champion Financial Planning LLC bills

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

  • “Fees may be negotiable in certain cases and are due monthly, paid in arrears, for any ongoing hourly engagements, or at the completion of the engagement if sooner.”
  • “Fees for services may be paid by cash, check, or through electronic funds transfers as agreed upon by the Client and Advisor.”
  • “We will not collect in excess of $500 more than 6 months in advance of any deliverable items.”

How Champion Financial Planning LLC’s fees compare

  • Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
  • Its annual fee of $5,000 is below the Washington median of $7,000. 32% 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 Champion Financial Planning LLC

“Ongoing Financial Planning Services Since we realize your goals will change over time due to the unforeseen, our ongoing relationships focus on current plan implementation and success by tracking your goals, maintaining regular and timely contact in order to answer questions as they arise, anticipating future…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Kyle Rash
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • 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
Minimum
$1,600 minimum fee (stated in brochure)
Clients
11
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$9,750,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
311684
Website
championfinancialplanning.com (opens in new tab)
Phone
(360) 632-5664

Other planners in Anacortes that publish fees

Compare all 370 planners in Washington

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