Sunrise Financial Services LLC fees and pricing

Financial planner in Burien, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 15, 2026, Sunrise Financial Services LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Full Financial Plans and Hourly Consultation Services Full Financial Plans and Hourly Consultation services are offered for a fixed fee of $ $250 per hour.”

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

“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“Fees are billed monthly in arrears based on the average daily balance of each month.”
“The fees will be billed quarterly in arrears.”

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.

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: 1.2% a year
Clients: 271
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $151,248,727
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 325955
Website: instagram.com/sunrisefinancialservices (opens in new tab)
Phone: (206) 420-8520

Can advise clients in 2 states: Texas, Washington

Is something on this page wrong or out of date?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.