Lifefocus Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Hourly fee services are offered based on an hourly fee of $275 per hour.”

Annual fee

$6,500/yr

“In this situation, a client may opt for a flat fee of $6,500 annually, billed in quarterly installments of $1,625.”

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

How Lifefocus Financial Advisors, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “Fixed fees are billed quarterly in advance.”
• “Clients may elect to be billed directly or have fees deducted from Plan Assets.”

How Lifefocus Financial Advisors, LLC’s fees compare

• Its hourly rate of $275 is below the Washington median of $300. 46% of the 216 other Washington planners that publish an hourly rate charge less.
• Its annual fee of $6,500 is below the Washington median of $7,000. 49% of the 37 other Washington planners that publish an annual fee charge less.

About Lifefocus Financial Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

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

100

Employees

2

Works with

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

$103,509,339

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

136020

Website

lifefocusadvisors.com (opens in new tab)

Phone

(509) 526-4521

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

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