Evoke Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Services are calculated based on our time spent using our maximum hourly rate of $300 per hour.”

Flat or project fee

$2,400⁠-⁠$6,000

“EFS’s financial planning services generally range between $2,400 - $6,000 and include an investment policy statement and are generally charged monthly until the services are complete or the contract ends.”

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

How Evoke Financial Services, LLC bills

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

• “Portfolio management fees are charged based on assets under management, based on the schedule above, billed monthly in arrears (after services have been completed).”
• “We request a portion of the fee to be paid in advance.”
• “Fees for creating a one-time financial plan, when billed as a stand-alone service, are negotiated based upon the Client’s specific situation and needs.”

How Evoke Financial Services, LLC’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.
• 15 of the 38 other planners in Seattle that publish an hourly rate charge less.
• Its flat or project fee of $2,400-$6,000 spans the Washington median of $3,250. 62% of the 103 other Washington planners that publish a flat or project fee charge less.
• 8 of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Evoke Financial Services, LLC

• Principal: Roy Hsu
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Business owners
• Equity compensation
• 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

1.2% a year

Clients

99

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$43,530,560

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330459

Website

evokefinancialservices.com (opens in new tab)

Phone

(206) 207-7452

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

Compare all 65 planners in Seattle