Nash Financial Planning fees
Financial planner in Spokane, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 20, 2026, Nash Financial Planning (Spokane, WA) charges $300 an hour and an annual fee of $3,000-$9,000 for financial planning.
- Website: nashfinancialplanning.com (opens in new tab)
- Call (360) 774-2328
- 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 October 20, 2026. Fees can change.
- Hourly rate
- $300/hr
Below the Spokane median of $350; 2 of the 10 other planners in Spokane that publish an hourly rate charge less. Matches the Washington median of $300; 46% of the 149 other planners in Washington charge less.
“Nash Financial Planning charges a standard hourly rate of $300 per hour for all clients.”
- Annual fee
- $3,000-
$9,000/yr Runs from below the Washington median of $6,000 to above it.
“Annual financial planning fees typically range from $3,000 to $9,000.”
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
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Nash Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual planning fee will be billed, for convenience of the client, in equal quarterly installments in arrears on or about January 1, April 1, July 1, and October 1.”
- “Nash Financial Planning will provide documentation of services provided with invoices.”
- “In all instances, NashFP (via Altruist) will send the client a written invoice, including the fee, the formula used to calculate the fee, the fee calculation itself, and the period covered by the fee.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 20, 2026
- CRD number
- 343545 (opens in new tab)
- Phone
- (360) 774-2328
Other planners in Spokane that publish fees
- Bormann Wealth Management, LLCSpokaneHourly $400/hr
- Selkirk Wealth Advisors, LLCSpokaneHourly $375/hr, Flat $3,000
- Vision Casting Financial Planning, LLCSpokaneHourly $400/hr
- Integrity Wealth Management, Inc.SpokaneHourly $250/hr, Flat up to $12,000
- Craig Family OfficeSpokaneHourly $500/hr
- Chair Six Financial Planning, PLLCSpokaneFlat $200-$5,000, Annual $1,000-$10,000/yr
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.