Prism Financial Planning, LLC fees and pricing
Financial planner in Issaquah, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Prism Financial Planning, LLC charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Prism Financial Planning, LLC charges a flat hourly fee ($400) for services performed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prism Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Prism will send clients a written invoice, including the fee, the formula used to calculate the fee, the fee calculation itself, and the time period covered by the fee.”
How Prism Financial Planning, LLC’s fees compare
- Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Issaquah that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Prism Financial Planning, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 135
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168530
- Phone
- (425) 641-5717
Other planners in Issaquah that publish fees
- Capital Partners Wealth ManagementIssaquah$2,500
- Gevers Wealth ManagementIssaquah$25,000/yr
- Kenney Wealth Planning & ManagementIssaquah$295/hr, $2,950
- Kirwin Financial LLCIssaquah$275/hr, $3,500/yr
- Steelhead Capital Management LLCIssaquah$250/hr, $500/qtr
- Wright Wealth Management, LLCIssaquah$250/hr
Is something on this page wrong or out of date?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.