Craig Family Office fees and pricing
Financial planner in Spokane, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 25, 2026, Craig Family Office charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Advisor’s hourly rate for Comprehensive Financial Plan Creation is $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Craig Family Office bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Pursuant to WAC 460-24A-106(1)(b)(ii) and WAC 460-24A-135, in all instances, the Adviser will send the client a written invoice, including the fee, the formula used to calculate the fee, the fee calculation itself and the time period covered by the fee.”
- “Half of the estimated fee is due upon signing the client agreement, and the remaining fee, based on the number of hours worked, is due upon delivery of the plan.”
- “Pursuant to WAC 460-24A-106(1)(b)(ii) and WAC 460-24A-135, in all instances, the Adviser will send the client a written invoice, including the fee, the formula used to calculate the fee, the fee calculation itself and the time period covered by the fee.”
How Craig Family Office’s fees compare
- Its flat or project fee of $500 is below the Washington median of $3,250. 3% of the 103 other Washington planners that publish a flat or project fee charge less.
- None of the 9 other planners in Spokane that publish a flat or project fee charge less.
About Craig Family Office
- Principal: Paul Craig
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC®.
- Founded: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.125% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $54,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323358
- Phone
- (509) 731-3041
Other planners in Spokane that publish fees
- Apex Advisory Group, Inc.Spokane$500/hr
- Bormann Wealth Management, LLCSpokane$400/hr
- Chair Six Financial Planning, PLLCSpokane$200-$5,000, $1,000-$10,000/yr
- 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.