Skaggs Financial Planning, LLC fees and pricing
Financial planner in Burien, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Skaggs Financial Planning, LLC charges $225 an hour for financial planning.
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
- $225/hr
“- The first $1,000,000 is billed at 0.25% per quarter (1% Annual) - The next $2,000,000 is billed at 0.1875% (0.8% Annual) - Amounts over $3,000,000 are billed at 0.15% (0.6% Annual) Hourly advisory fees will be billed at $225 per hour with payment by check or cash.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Skaggs Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable in advance on the first business day of each calendar quarter.”
- “Prorated fees will be charged to new clients for partial periods.”
- “Upon termination, SKAGGS FINANCIAL PLANNING, LLC will refund to the client any portion of a client's prepaid fee for which services have not yet been provided.”
How Skaggs Financial Planning, LLC’s fees compare
- Its hourly rate of $225 is below the Washington median of $300. 21% of the 216 other Washington planners that publish an hourly rate charge less.
About Skaggs Financial Planning, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2003 (23 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
- 1.5% a year
- Clients
- 27
- 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
- $30,414,846
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124216
- Phone
- (206) 330-2161
Other planners in Burien that publish fees
- Sunrise Financial Services LLCBurien$250/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.