Prentice Financial Planning, LLC fees and pricing
Financial planner in Olympia, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 28, 2026, Prentice Financial Planning, LLC charges a flat or project fee of $35-$6,350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $35-$6,350
“Fixed fees range from $35-$6,350 depending on the delivery of service and can be specifically viewed on our Financial Plan Consulting pricing sheet.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prentice Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This annual charge is billed and paid quarterly in advance.”
- “The tiered charge is as follows and is not negotiable.”
- “This is not negotiable, and the Ultra Conservative account will not be included to calculate the tiered fee amount.”
How Prentice Financial Planning, LLC’s fees compare
- Its flat or project fee of $35-$6,350 spans the Washington median of $3,250. 49% of the 103 other Washington planners that publish a flat or project fee charge less.
About Prentice Financial Planning, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 180
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $97,281,672
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286565
- Phone
- (360) 754-0490
Other planners in Olympia that publish fees
- Byrne & Company Wealth Management, LLCOlympia$325/hr
- Sustain Financial Inc.Olympia$200/hr, $1,500
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
Is something on this page wrong or out of date?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.