PlannerFees

Pacific Crest Financial Advisors, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 24, 2026, Pacific Crest Financial Advisors, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“This final balance will be determined based upon the total time (number of hours) allocated towards this engagement and, if less than the original estimate (based upon $300/hr), the remaining balance will be updated accordingly.”

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

How Pacific Crest Financial Advisors, LLC bills

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

  • “The fee for Comprehensive Financial Planning is negotiable and plans are priced according to the degree of complexity associated with the client’s situation.”
  • “The remaining balance is payable after the completion of the engagement.”
  • “Billing Investment management fees are billed quarterly, in arrears, meaning that we invoice you after the three-month billing period has ended.”

How Pacific Crest Financial Advisors, LLC’s fees compare

  • Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Everett that publish an hourly rate charge less.

About Pacific Crest Financial Advisors, LLC

“Pacific Crest Financial Advisors, LLC provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis
  • 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
0.6% a year
Clients
57
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$79,806,453
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
155774
Website
pacificcrestfa.com (opens in new tab)
Phone
(425) 609-3797

Can advise clients in 2 states: California, Washington

Other planners in Everett 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.