Fidalgo Financial Planning fees and pricing

Financial planner in Anacortes, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 4, 2026, Fidalgo Financial Planning charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Financial Planning is offered at an hourly fee of $200 per hour.”

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

“The fee may be negotiable in certain cases and is due at the completion of the engagement.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.

Principal: Shona Martin
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Founded: 2016 (10 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 2
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $147,182
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 286654
Website: fidalgofinancial.com (opens in new tab)
Phone: (360) 631-3869

Is something on this page wrong or out of date?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.