Northwest Planning Advisors LLC fees and pricing

Published fees

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

Hourly rate

$200/hr

“Disclosed hourly rate (eg. $200) x Estimated amount of time to complete= Fixed Fee Hourly Fees The negotiated hourly fee for these services is up to $200.”

Flat or project fee

$500⁠-⁠$2,000

“The negotiated fixed rate for creating client financial plans is between $500 and $2,000.”

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

How Northwest Planning Advisors LLC bills

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

• “These fees are negotiable. 6 NWP Advisors may specifically direct clients to Brookstone Capital Management.”
• “Clients may terminate the agreement without penalty, for full refund of NWP Advisors’ fees, within five business days of signing the Financial Planning Agreement.”
• “In all instances, NWP Advisors will send the client a written invoice including the fee, the formula used to calculate the fee, the time period covered by the fee, and, if applicable, the amount of assets under management on which the fee was based.”

How Northwest Planning Advisors LLC’s fees compare

• Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
• 1 of the 13 other planners in Spokane that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the Washington median of $3,250. 17% of the 103 other Washington planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in Spokane that publish a flat or project fee charge less.

About Northwest Planning Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Insurance analysis

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

1.95% a year

Clients

185

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and selecting other advisers

Assets managed

$30,191,794

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297916

Website

nwpadvisors.com (opens in new tab)

Phone

(509) 324-8835

Can advise clients in 2 states: Idaho, Washington

Other planners in Spokane that publish fees

• Apex Advisory Group, Inc.Spokane$500/hr
• Bormann Wealth Management, LLCSpokane$400/hr
• Chair Six Financial Planning, PLLCSpokane$200⁠-⁠$5,000, $1,000⁠-⁠$10,000/yr
• Craig Family OfficeSpokane$500
• Fellowship Financial PlanningSpokane$500/hr, $1,500
• Financial Forum, Inc.Spokane$150/hr

Compare all 20 planners in Spokane