Ruby Pebble Financial Planning LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated August 16, 2026, Ruby Pebble Financial Planning LLC charges $400 an hour and a flat or project fee of $4,000⁠-⁠$15,000 for financial planning.

Published fees

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

Hourly rate
$400/hr
“Hourly fees for all services are provided at our standard rate, which is currently $400 per hour, and are billed in 15-minute increments.”
Flat or project fee
$4,000⁠-⁠$15,000
“Fees for the Initial Comprehensive Financial Plan can range between $4,000 and $15,000.”

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

How Ruby Pebble Financial Planning LLC bills

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

  • “In all instances, we will send the Client 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.”
  • “Fees for Financial Planning Services may be paid by check, electronic funds transfer, or credit card using a third-party payment processor’s secure portal through which Client can securely input banking information.”
  • “Fees may be negotiable, and we reserve the right to offer discounts, waivers, or alternative fee arrangements at our discretion.”

How Ruby Pebble 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.
  • 27 of the 38 other planners in Seattle that publish an hourly rate charge less.
  • Its flat or project fee of $4,000-$15,000 is above the Washington median of $3,250. 83% of the 103 other Washington planners that publish a flat or project fee charge less.
  • 12 of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Ruby Pebble Financial Planning LLC

  • Principal: Jamie L. Clark
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College 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
3% a year
Clients
19
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
Assets managed
$12,094,043
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
322267
Website
rubypebblefinancialplanning.com (opens in new tab)
Phone
(206) 207-4213

Can advise clients in 2 states: California, Washington

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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.