Elderrock Financial LLC fees and pricing
Financial planner in Everett, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Elderrock Financial LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Our hourly rate is $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Elderrock Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable depending on individual client circumstances.”
- “Our invoice will contain the same information we note above for clients whose fees we deduct directly from accounts.”
- “Our financial planning and consulting services fees are negotiable and are calculated by factoring in the complexity and scope of the intended work and how much time is estimated to be involved.”
How Elderrock Financial LLC’s fees compare
- Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
- None of the 2 other planners in Everett that publish an hourly rate charge less.
About Elderrock Financial LLC
“Elderrock provides comprehensive financial planning, consulting and portfolio management services to individual clients as well as employer-sponsored retirement plans. Before providing services to you we enter into a written portfolio management or financial planning agreement with you.”
- Principal: Sean George
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
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
- 1.5% a year
- Clients
- 63
- Employees
- 1
- 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
- $32,569,666
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298350
- Phone
- (425) 249-6193
Can advise clients in 2 states: California, Washington
Other planners in Everett that publish fees
- Pacific Crest Financial Advisors, LLCEverett$300/hr
- Serene Wealth Planning, LLCEverett$325/hr, $800
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
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.