Diogenes Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$170/hr

“DF normally charges    0.5% annually for managed portfolios, $250 minimum per year $170 per hour for hourly billable services $350 for aquatic consultations Consultations and hourly services Consulting fees and hourly billable services will be invoiced after services are rendered.”

Flat or project fee

$350

“Aquatic Consultations It will be a flat one-time fee of $350.”

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

How Diogenes Financial LLC bills

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

• “If the client opts for investment management after the consultation, the consult fee would be applied to management fees when they are billed.”
• “Managed Investment Accounts Management fees will be billed quarterly after the quarter ends.”
• “For any partial billing periods, fees will be prorated based upon the number of days the account was open during the partial billing period.”

How Diogenes Financial LLC’s fees compare

• Its hourly rate of $170 is below the Washington median of $300. 9% of the 216 other Washington planners that publish an hourly rate charge less.
• 2 of the 38 other planners in Seattle that publish an hourly rate charge less.
• Its flat or project fee of $350 is below the Washington median of $3,250. 1% of the 103 other Washington planners that publish a flat or project fee charge less.
• None of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Diogenes Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement 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

0.5% a year

Minimum

$250 minimum fee (stated in brochure)

Clients

25

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,552,283

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318576

Website

diofin.com (opens in new tab)

Phone

(707) 595-0365

Can advise clients in 2 states: Hawaii, Washington

Other planners in Seattle that publish fees

• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• Alta Via Financial PlanningSeattle$450/hr
• Arrivity Financial PlanningSeattle$400/hr
• BBJS Financial Advisors, LLCSeattle$132⁠-⁠$416/hr
• Breakwater Investment ManagementSeattle$350/hr, $2,500⁠-⁠$20,000
• Brighton Jones LLCSeattle$150⁠-⁠$300/hr, $5,000⁠-⁠$25,000

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