PlannerFees

Sustain Financial Inc. fees and pricing

Financial planner in Olympia, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 21, 2026, Sustain Financial Inc. charges $200 an hour, a flat or project fee of $1,500, a quarterly fee of $1,200, and an annual fee of $4,800 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“The upfront and annual charge calculation is based on our hourly rate of $200.”
Flat or project fee
$1,500
“The client should inform us promptly of any question or disagreement in the value of a security and we will review the valuation with the client and make any required corrections as needed. ​ Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge ($1,500 for individual…”
Quarterly fee
$1,200/qtr

From the same sentence as above.

Annual fee
$4,800/yr

From the same sentence as above.

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

How Sustain Financial Inc. bills

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

  • “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
  • “An account may be terminated with written notice at least 30 calendar days in advance.”
  • “In any instance where the employer elects to cover the advisory fee on behalf or his or her employees, that fee will be billed directly to the employer at the end of each calendar quarter, and payment will be accepted via check or electronic transfer.”

How Sustain Financial Inc.’s fees compare

  • Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,500 is below the Washington median of $3,250. 20% of the 103 other Washington planners that publish a flat or project fee charge less.
  • Its annual fee of $4,800 is below the Washington median of $7,000. 30% of the 37 other Washington planners that publish an annual fee charge less.

About Sustain Financial Inc.

  • Principal: Lorri DeFoor
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • 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
0.75% a year
Clients
66
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$38,675,967
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
289303
Website
sustain-financial.com (opens in new tab)
Phone
(360) 339-8611

Can advise clients in 3 states: California, Massachusetts, Washington

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