Differential Planning LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 20, 2026, Differential Planning LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Financial Planning engagements are offered at an hourly rate of $300 per hour.”

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

“The fee is negotiable and will be due at least annually, paid in arrears, for ongoing hourly engagements, or at the completion of the engagement.”
“Fees may be paid by electronic funds transfer or check.”

Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees
Charges a % of assets: No
Clients: 28
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,516,993
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 312926
Website: differentialplanning.com (opens in new tab)
Phone: (970) 279-1335

Can advise clients in 3 states: Colorado, Louisiana, Washington

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