Everleap Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fixed fees are based on an assessment of the project at the time of engagement multiplied by our standard hourly rate, which is currently $300 per hour, billed in 15-minute increments.”

Flat or project fee

$3,600

“For our Initial Comprehensive Financial Planning Services, we charge a fixed fee that typically begins at $3,600 for individuals and $4,500 for couples.”

Annual fee

$4,500/yr

“For our Ongoing Financial Planning Services, we charge an annual fixed fee that typically begins at $4,500 for individuals and $5,400 for couples, billed quarterly in arrears.”

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

How Everleap Financial Planning bills

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

• “Fees may be paid by check or by electronic funds transfer, debit card or credit card using a third-party payment processor’s secure portal through which Client can securely input banking information.”
• “At no point do we have access to a Client’s banking or credit card details.”
• “Half of the fee is due upon engagement, with the remaining balance due upon delivery of the financial plan.”

How Everleap Financial Planning’s fees compare

• 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.
• Its flat or project fee of $3,600 is above the Washington median of $3,250. 55% of the 103 other Washington planners that publish a flat or project fee charge less.
• Its annual fee of $4,500 is below the Washington median of $7,000. 27% of the 37 other Washington planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Everleap Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339081

Website

everleapfp.com (opens in new tab)

Phone

(425) 201-5130

Other planners in Washington that publish fees

• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aksum Wealth, LLCLynnwood$150/hr

Compare all 370 planners in Washington