Edwin Lane Financial Services, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 16, 2026, Edwin Lane Financial Services, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 4 Financial Planning Fees Hourly Fees The hourly fee for these services is $250/hr.”

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

“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
“Asset-based portfolio management fees are withdrawn directly from the clients accounts with clients written authorization on a monthly or quarterly basis. ’’Fees are paid in arrears.”
“Send the client a written invoice itemizing the fee upon or prior to fee deduction, including the formula used to calculate the fee, the time period covered by the fee and the amount of assets under management on which the fee was based.”

Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 10
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $15,901,484
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 307035
Website: edwinlane.com (opens in new tab)
Phone: (425) 483-6105

Is something on this page wrong or out of date?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.