Senior Financial Advisors, Inc. fees and pricing
Financial planner in Bellevue, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Senior Financial Advisors, Inc. charges $90-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $90-$300/hr
“Hourly rates vary from $90 to $300 depending upon the planner and firm resources used in providing the analysis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Senior Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Plan Participant Advisory Services fees are asset based and paid in arrears, after the service has been performed.”
- “If the client made an advance payment, Senior Financial Advisors, Inc. will refund any unearned portion of the advance payment.”
- “Requests for a refund received beyond five days after the execution of the Advisory Agreement will be considered on a case by case basis.”
How Senior Financial Advisors, Inc.’s fees compare
- Its hourly rate of $90-$300 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
- 2 of the 18 other planners in Bellevue that publish an hourly rate charge less.
About Senior Financial Advisors, Inc.
- Firm size: 3 employees.
- Registered as an adviser: 1997 (29 years).
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
- 1.25% a year
- Employees
- 3
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117257
- Website
- sfai.net (opens in new tab)
- Phone
- (425) 635-0600
Other planners in Bellevue that publish fees
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- Aletheian Wealth Advisors LLCBellevue$265/hr
- An Irrational Mind, LLCBellevue$250/hr
- Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300-$5,000
- Aviso Wealth ManagementBellevueUp to $300/hr, $300-$10,000
Is something on this page wrong or out of date?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.