Goodrich & Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial Services are billed at $150/hour.”

Flat or project fee

$500

“A $500 fee is required to engage our services.”

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

How Goodrich & Associates, LLC bills

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

• “The client will receive a written invoice, including the fee, how the fee was calculated, and the time period covered by the fee.”
• “Administrative staff time for special projects may be billed at $50/hour.”
• “If fees are not paid in full when we are engaged the balance of the fee will be due upon delivery of the plan. 5 Clients may terminate the plan agreement, in writing, without penalty within 5 business days of signing the plan agreement.”

How Goodrich & Associates, LLC’s fees compare

• Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 8 other planners in Bellingham that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Washington median of $3,250. 3% of the 103 other Washington planners that publish a flat or project fee charge less.
• None of the 3 other planners in Bellingham that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Goodrich & Associates, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 1982 (44 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

116462

Website

goodrichassociates.net (opens in new tab)

Phone

(360) 671-0226

Other planners in Bellingham that publish fees

• Brown PcfoBellingham$250/hr
• Financial Plan, Inc.Bellingham$500/hr
• Flow Financial Planning, L.L.C.Bellingham$500/hr, $11,000⁠-⁠$13,000
• NW Straits Financial ServicesBellingham$300/hr
• Ridge Falls Financial PlanningBellingham$250/hr
• Streamline AdvisoryBellingham$250/hr

Compare all 15 planners in Bellingham