PlannerFees

Crafted Finance, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated September 21, 2026, Crafted Finance, LLC charges $450 an hour, a flat or project fee of $450⁠-⁠$25,000, a monthly fee of $250, and a quarterly fee of $750 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
$450/hr
“Projects are calculated on a flat fee based upon our disclosed hourly rate of $450 and the actual time worked.”
Flat or project fee
$450⁠-⁠$25,000
“The fixed cost can range between $450 and $25,000.”
Monthly fee
$250/mo
“CFL will charge an initial cost of $3,000 paid monthly or quarterly followed by an ongoing cost paid monthly or quarterly in arrears, at a rate of $250 per month.”
Quarterly fee
$750/qtr
“In year 1 an Artisan services client will pay a total of $3,000, in increments of $250 per Month, or $750 per Quarter. ​ Artisan Plus This service is tailored to clients with complex needs beyond essential financial planning.”

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

How Crafted Finance, LLC bills

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

  • “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
  • “The cost is negotiable and due upon completion of work, however, CFL will not bill an amount above $1,200.00 more than 6 months in advance.”
  • “Since costs are paid in arrears, no refund will be needed upon termination of the account.”

How Crafted Finance, LLC’s fees compare

  • Its hourly rate of $450 is above the Washington median of $300. 93% of the 216 other Washington planners that publish an hourly rate charge less.
  • 37 of the 38 other planners in Seattle that publish an hourly rate charge less.
  • Its flat or project fee of $450-$25,000 spans the Washington median of $3,250. 92% of the 103 other Washington planners that publish a flat or project fee charge less.
  • 16 of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Crafted Finance, LLC

  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
2% a year
Clients
162
Employees
2
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$102,917,708
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
283318
Website
twitter.com/jdwride (opens in new tab)
Phone
(650) 336-0598

Can advise clients in 1 state: Alabama

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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.