First Pacific Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Hourly fees will typically not exceed $500 per hour.”

Flat or project fee

$15,000

“Flat fees generally will not exceed $15,000 per project; however, fees may be higher when the scope, complexity, or specialized nature of the requested services reasonably requires additional time or resources.”

Annual fee

$6,000/yr

“The annual fee for financial planning services will not exceed $6,000.”

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

How First Pacific Financial, Inc. bills

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

• “Our annual fee is prorated and charged quarterly, in advance, based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding portion of the fee is refunded to the client, as appropriate.”

How First Pacific Financial, Inc.’s fees compare

• Its hourly rate of $500 is above the Washington median of $300. 95% of the 216 other Washington planners that publish an hourly rate charge less.
• 9 of the 9 other planners in Vancouver that publish an hourly rate charge less.
• Its flat or project fee of $15,000 is above the Washington median of $3,250. 93% of the 103 other Washington planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Vancouver that publish a flat or project fee charge less.
• Its annual fee of $6,000 is below the Washington median of $7,000. 46% of the 37 other Washington planners that publish an annual fee charge less.

About First Pacific Financial, Inc.

• Firm size: 33 employees.
• Registered as an adviser: 2016 (10 years).

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

Clients

1,291

Employees

33

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$1,925,820,843

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284736

Website

facebook.com/first-pacific-financial-152729758092926 (opens in new tab)

Phone

(360) 254-2585

Can advise clients in 16 states: Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, North Carolina, New Hampshire, Nevada, Ohio, Oregon, Texas, Utah, Virginia, Washington

Other planners in Vancouver that publish fees

• Cairn Wealth ManagementVancouver$300⁠-⁠$450/hr, $2,500⁠-⁠$7,000
• Delphi AdvisersVancouver$400/hr, $1,500⁠-⁠$6,000
• Harlow Wealth Management, Inc.Vancouver$5,000⁠-⁠$50,000
• Helium Advisors LLCVancouver$300/hr, $5,000⁠-⁠$25,000
• Middleton & CompanyVancouver$750, $2,500/qtr
• Momentous Wealth Management, Inc.Vancouver$250/hr, $1,500⁠-⁠$2,500

Compare all 17 planners in Vancouver