Financial Freedom for Dentists LLC fees and pricing

Financial planner in Snoqualmie, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 30, 2026, Financial Freedom for Dentists LLC charges $375 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $375/hr; “If an initial financial planning engagement is terminated before completion, fees will be calculated based on the amount of work performed at FFD's hourly rate of $375.”

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

“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“If the services to be provided start any time other than the first day of a quarter, the fee will be prorated based on the number of days the account was open during the billing period.”
“Client may elect to be billed directly or have fees deducted from Plan Assets.”

Its hourly rate of $375 is above the Washington median of $300. 78% of the 216 other Washington planners that publish an hourly rate charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 119
Employees: 3
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $182,154,130
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 301981
Website: linkedin.com/in/nathan-ricks-81b12363 (opens in new tab)
Phone: (425) 888-1911

Can advise clients in 4 states: Idaho, Montana, Oregon, Washington

Is something on this page wrong or out of date?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