Fangorn Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial planning services are billed on an hourly basis at the rate of $250 per hour that is billed in 15minute increments.”

Annual fee

$9,000/yr

“In this scenario, the total annual fee would be $9,000.”

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

How Fangorn Wealth Management bills

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

• “Our published fees are negotiable and may be discounted as described in the following paragraphs.”
• “Fees are to be paid to our firm by cashier’s check, personal check, or draft from US-based financial institutions.”
• “Educational counseling and workshop fees are due in arrears following delivery of our invoice which will include the fee to be charged, the formula used to calculate the fee, the time period covered by the fee and the fee calculation itself.”

How Fangorn Wealth Management’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.
• Its annual fee of $9,000 is above the Washington median of $7,000. 57% of the 37 other Washington planners that publish an annual fee charge less.

About Fangorn Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning
• Cash flow and budgeting

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

0.5% a year

Clients

16

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$8,337,410

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330686

Phone

(206) 909-3531

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

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