High Note Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$350

“Fees for financial plans are billed $350 upon the commencement of the advisory agreement with the remaining balance billed quarterly in arrears.”

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

How High Note Financial LLC bills

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

• “All fees are billed in arrears (after the quarter has ended).”
• “For clients with accounts at Shareholder Service Group (see Item 12 for additional details on Shareholder Service Group), fees are billed quarterly based on the account value as of the end of each quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the day’s services are provided during the given period.”

How High Note Financial LLC’s fees compare

• Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $350 is below the Washington median of $3,250. 1% of the 103 other Washington planners that publish a flat or project fee charge less.

About High Note Financial LLC

• Principal: Jay Boekeloo
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

23

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

$12,577,060

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322427

Website

highnotefinancial.com (opens in new tab)

Phone

(360) 524-3374

Can advise clients in 2 states: Oregon, Washington

Other planners in Washington that publish fees

• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aksum Wealth, LLCLynnwood$150/hr

Compare all 370 planners in Washington