Satori Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“SATORI’s current hourly rate is $400.”

Annual fee

$1,000⁠-⁠$2,500/yr

“In some cases, SATORI may require an initial retainer of $1,000 to $2,500 and bills its fees against the retainer.”

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

How Satori Financial LLC bills

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

• “Financial Life Planning (on-going wealth management service) - The fee is based on the client's assets, billed quarterly in advance.”
• “It is billed in advance, based on a flat fee.”
• “The firm will refund any unearned fees in 14 days from receipt of notice.”

How Satori Financial 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 annual fee of $1,000-$2,500 is below the Washington median of $7,000. 3% of the 37 other Washington planners that publish an annual fee charge less.
• None of the 8 other planners in Seattle that publish an annual fee charge less.

About Satori Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2001 (25 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Divorce
• 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

1% a year

Clients

24

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$50,276,755

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

115592

Website

satorifin.com (opens in new tab)

Phone

(206) 320-9263

Can advise clients in 2 states: California, Washington

Other planners in Seattle that publish fees

• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• Alta Via Financial PlanningSeattle$450/hr
• Arrivity Financial PlanningSeattle$400/hr
• BBJS Financial Advisors, LLCSeattle$132⁠-⁠$416/hr
• Breakwater Investment ManagementSeattle$350/hr, $2,500⁠-⁠$20,000
• Brighton Jones LLCSeattle$150⁠-⁠$300/hr, $5,000⁠-⁠$25,000

Compare all 65 planners in Seattle