PlannerFees

Jaffe Financial Services, LLC fees and pricing

Financial planner in Seattle, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 11, 2026, Jaffe Financial Services, LLC charges $150 an hour and a flat or project fee of $500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“Clients who select planning or consulting services are billed at the rate of $150 an hour or a flat fee that generally ranges from $500 to $5,000.”
Flat or project fee
$500⁠-⁠$5,000

From the same sentence as above.

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

How Jaffe Financial Services, LLC bills

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

  • “Asset Management Fees Fees are paid monthly in arrears.”
  • “Fees are prorated for accounts opened during the month.”
  • “An advisory client will have a period of five (5) business days from the date of signing the investment advisory agreement to unconditionally rescind the agreement and receive a full refund of all fees.”

How Jaffe Financial Services, 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.
  • 1 of the 38 other planners in Seattle that publish an hourly rate charge less.
  • Its flat or project fee of $500-$5,000 spans the Washington median of $3,250. 39% of the 103 other Washington planners that publish a flat or project fee charge less.
  • 3 of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Jaffe Financial Services, LLC

“The Adviser provides financial planning and consulting services to individuals and institutions that is consistent with the individual clients's financial and tax status, in addition to their risk profile and return objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2005 (21 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
2% a year
Clients
60
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$26,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
136447
Website
jaffefinancial.com (opens in new tab)
Phone
(541) 414-9762

Can advise clients in 2 states: California, Oregon

Other planners in Seattle that publish fees

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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.