Onward Financial Advising LLC fees and pricing

Published fees

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

Hourly rate

$275/hr

“Fees are paid quarterly in arrears, ranging from $825 to $1,650, based upon our hourly rate of $275.”

Flat or project fee

$1,375⁠-⁠$11,000

“Fixed fee rates range between $1,375 to $11,000, based on our hourly rate of $275.”

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

How Onward Financial Advising LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “For householding fees, the accounts that are aggregated will be documented on the Client’s invoice provided to the Client.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods based upon the number of days the account was managed during those periods.”

How Onward Financial Advising 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 flat or project fee of $1,375-$11,000 spans the Washington median of $3,250. 78% of the 103 other Washington planners that publish a flat or project fee charge less.

About Onward Financial Advising LLC

• Principal: Brian Blakeman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

0.95% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$6,570

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329602

Website

onwardfinancialadvising.com (opens in new tab)

Phone

(425) 725-7882

Other planners in Sammamish that publish fees

• Starklogic LLCSammamish$150/hr
• 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

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