Scaled Finance LLC fees and pricing
Financial planner in Renton, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Scaled Finance LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250 unless limited by regulation or an existing Client agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Scaled Finance LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees may be paid by electronic funds transfer and debit/credit card, and are due upon completion of the services.”
- “Payment For Financial Planning service, fees are paid by electronic funds transfer (EFT) or check.”
How Scaled Finance LLC’s fees compare
- Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners 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 Scaled Finance LLC
“We offer hourly financial planning.”
- Principal: Kevin Estes
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321728
- Phone
- (425) 246-8552
Other planners in Renton that publish fees
- Financial LifemapsRenton$60/hr
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
Is something on this page wrong or out of date?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.