SPG Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Clients will be given an estimated fee at the signing of the agreement with the full balance due upon delivery of the completed plan. ● Hourly Fees Financial planning services are offered based on a negotiable hourly rate of $150 per hour.”

Flat or project fee

$750⁠-⁠$5,000

“Page - 7 Form ADV2A ● SPG Advisors LLC Fixed Fees Financial planning services are offered based on a negotiable fixed fee ranging between $750 and $5,000 based on the complexity of the plan and the Client’s needs.”

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

How SPG Advisors LLC bills

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

• “Fees are assessed on a quarterly basis in advance based on the account value as of the last day of the prior quarter.”
• “Initial fees are prorated and billed in arrears from the date of initial investment to the end of that quarter based on the account value as of the last day of the initial billing period.”
• “The Client must consent in advance to direct debiting of their investment account.”

How SPG Advisors LLC’s fees compare

• Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 11 other planners in Kirkland that publish an hourly rate charge less.
• Its flat or project fee of $750-$5,000 spans the Washington median of $3,250. 43% of the 103 other Washington planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Kirkland that publish a flat or project fee charge less.

About SPG Advisors LLC

• Firm size: 9 employees.
• Founded: 2016 (10 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

692

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$535,426,153

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

284496

Website

youtube.com/user/SoundPlanning/videos (opens in new tab)

Phone

(425) 821-9442

Can advise clients in 8 states: Arizona, California, Colorado, Florida, Idaho, Oregon, Texas, Washington

Other planners in Kirkland that publish fees

• Abacus Financial PlanningKirkland$450/hr
• Compass Wealth AdvisorKirkland$150/hr, $500⁠-⁠$5,000
• Concepts Financial Services, LLCKirkland$250/hr
• Finomenon Investments LLCKirkland$300/hr, $950⁠-⁠$2,750/yr
• Gallo Lupo LLCKirkland$300/hr
• Kaizen Financial Advisors, LLCKirkland$500/hr

Compare all 19 planners in Kirkland