SFM Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$219/hr

“Structure Comprehensive Planning Hourly Planning (legacy Clients only) Quoted $219/hour There are never fees for an initial consultation.”

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

How SFM Financial Advisors LLC bills

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

• “Retainer fees charged by SFMFA are billed at the end of the month.”
• “Whenever a fee is charged SFMFA will deliver an invoice that will include the fee, how it is calculated, and the services rendered/time period applicable.”
• “The invoice will be sent to the client concurrent with the request for payment or payment of the Adviser’s advisory fees.”

How SFM Financial Advisors LLC’s fees compare

• Its hourly rate of $219 is below the Washington median of $300. 21% of the 216 other Washington planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Vancouver that publish an hourly rate charge less.

About SFM Financial Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2017 (9 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% a year

Clients

11

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$11,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286042

Website

sfmfa.com (opens in new tab)

Phone

(360) 573-0641

Other planners in Vancouver that publish fees

• Cairn Wealth ManagementVancouver$300⁠-⁠$450/hr, $2,500⁠-⁠$7,000
• Delphi AdvisersVancouver$400/hr, $1,500⁠-⁠$6,000
• First Pacific Financial, Inc.Vancouver$500/hr, $15,000
• Harlow Wealth Management, Inc.Vancouver$5,000⁠-⁠$50,000
• Helium Advisors LLCVancouver$300/hr, $5,000⁠-⁠$25,000
• Middleton & CompanyVancouver$750, $2,500/qtr

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