Federal Benefits Advisors fees and pricing
Financial planner in Poulsbo, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Federal Benefits Advisors charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Fees for financial plans are at an hourly rate of $100 with a minimum of one hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Federal Benefits Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated value on the last day of the quarter, paid quarterly in advance, with payment start date immediately upon funding.”
- “The fees paid by you to the TPAM are established and payable in accordance with the Form ADV Part 2 or other equivalent disclosure document provided by each TPAM to whom you are referred and these fees may or may not be negotiable.”
- “You should review each TPAM's brochure for specific information on how you may terminate your advisory relationship with the TPAM and how you may receive a refund, if applicable.”
How Federal Benefits Advisors’ fees compare
- Its hourly rate of $100 is below the Washington median of $300. None of the 216 other Washington planners that publish an hourly rate charge less.
About Federal Benefits Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Estate 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
- Clients
- 13
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $2,967,253
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290212
- Phone
- (360) 598-4582
Other planners in Poulsbo that publish fees
- Differential Planning LLCPoulsbo$300/hr
- 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
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.