PlannerFees

On Course Financial Planning fees and pricing

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

According to its Form ADV Part 2A brochure dated March 9, 2026, On Course Financial Planning charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“This negotiable rate would normally not exceed $200 per hour.”

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

How On Course Financial Planning bills

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

  • “Fees for each individual account are prorated based on the percentage of the total value under management represented by that account.”
  • “Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
  • “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How On Course Financial Planning’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 3 other planners in Woodinville that publish an hourly rate charge less.

About On Course Financial Planning

“We provide both financial planning and asset management for clients, billed as separate engagements. On Course Financial Planning provides financial planning and investment advisory services through its investment advisor representatives.”
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: 2004 (22 years).

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
30
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$77,830,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
132172
Website
oncoursefp.com (opens in new tab)
Phone
(425) 269-7572

Other planners in Woodinville 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.