Clear Creek Financial Management, LLC fees and pricing
Financial planner in Silverdale, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 21, 2026, Clear Creek Financial Management, LLC charges $350 an hour and a flat or project fee of $250-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our maximum hourly fee is $350.”
- Flat or project fee
- $250-$100,000
“Flat fees generally range from $250 to $100,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clear Creek Financial Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro rata basis monthly in arrears based on the average daily balance of your account(s) during the previous month or quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Adjustments are made for deposits and withdrawals during the quarter for clients billed in advance.”
- “Our firm bills on cash and cash equivalents unless indicated otherwise in writing.”
How Clear Creek Financial Management, LLC’s fees compare
- Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
- Its flat or project fee of $250-$100,000 spans the Washington median of $3,250. 100% of the 103 other Washington planners that publish a flat or project fee charge less.
About Clear Creek Financial Management, LLC
“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Firm size: 91 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 1% a year
- Clients
- 3,964
- Employees
- 91
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $1,859,317,368
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170602
- Phone
- (360) 308-8239
Can advise clients in 32 states: Alaska, Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Idaho, Illinois, Kansas, Louisiana, Michigan, Minnesota, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Mexico, Nevada, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Other planners in Silverdale that publish fees
- Parker Financial LLCSilverdale$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
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.