Fairway Planning fees and pricing
Financial planner in Seattle, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 24, 2026, Fairway Planning charges $250 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Ongoing Financial Planning FFP collects an initial fee, no greater than $5,000, based upon our hourly rate of $250.”
- Flat or project fee
- $5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fairway Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “When an Altruist or Vanguard Advisors is used as an Outside Manager, Altruist or Vanguard will deduct fees in arrears on a monthly basis based on the last day of the previous billing period.”
How Fairway Planning’s fees compare
- 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.
- 4 of the 38 other planners in Seattle that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Washington median of $3,250. 67% of the 103 other Washington planners that publish a flat or project fee charge less.
- 10 of the 18 other planners in Seattle that publish a flat or project fee charge less.
About Fairway Planning
- Principal: Matthew Davis
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Estate 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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337261
- Phone
- (206) 618-8589
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
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.