Fiscalis Advisory, Inc. fees
Financial planner in Anacortes, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Fiscalis Advisory, Inc. (Anacortes, WA) charges up to $375 an hour for financial planning.
- Website: fiscalisadvisory.com (opens in new tab)
- Call (949) 429-5995
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change.
- Hourly rate
- Up to $375/hr
Can go up to $375; the Washington median is $300.
“We charge hourly fees for these services of up to $375 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and EA
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2003 (23 years)
How Fiscalis Advisory, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We urge you to carefully review our invoices upon receipt to verify the accuracy of our fee calculations.”
- “All fees are due and payable to Fiscalis upon receipt of our written invoice for services.”
- “Fees are generally not negotiable, however, alternative fee arrangements may be made in exceptional circumstances in the sole discretion of the firm.”
About Fiscalis Advisory, Inc.
“Our Firm Fiscalis Advisory, Inc. (“Fiscalis,” “firm,” “we,” “our,” and “us”), is a fee-only comprehensive financial planning firm that specializes in providing financial planning, investment advisory, and tax related services to individuals and families, including trusts, estates, and retirement plans of clients…”
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 24
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $46.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 12, 2026
- CRD number
- 126934 (opens in new tab)
- Phone
- (949) 429-5995
Registered in 2 states: California, Washington
Other planners in Anacortes that publish fees
- Champion Financial Planning LLCAnacortesHourly $400/hr, Quarterly up to $2,000/qtr
- Fidalgo Financial PlanningAnacortesHourly $200/hr
More planners in Washington that publish fees
- First Pacific Financial, Inc.VancouverHourly up to $500/hr, Flat up to $15,000
- TrueWealth Financial PartnersBellevueHourly $150-$350/hr, Flat $1,000-$4,000
- One Day WealthSeattleHourly $350/hr, Flat $500-$3,000
- Petersen Hastings Wealth Advisors, Inc.KennewickHourly $400/hr, Flat $4,200
- Mainsail Financial GroupBellevueFlat $2,000-$10,000
- Harbour Investment Management L.L.C.EdmondsHourly $200/hr
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.