TFS Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“For clients that do not wish to engage Adviser to provide ongoing portfolio management or advisory services, Adviser alternatively but rarely offers financial planning services on an hourly basis at $350 per hour or for a flat fee that depends on the nature, extent, and complexity of financial planning services to…”

Flat or project fee

$2,500

“A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s assets under management with Adviser as well as an initial up-front flat fee that is generally equal to $2,500.”

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

How TFS Advisors, LLC bills

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

• “Fees are deducted quarterly in advance from clients’ assets and based upon the market value of such assets managed by Adviser as of the last business day of the prior calendar quarter.”
• “Alternatively, clients may elect to pay Adviser’s fees electronically via ACH, debit card, or credit card, or otherwise upon presentation of an invoice.”
• “If management begins after the start of a quarter, fees are generally prorated accordingly, with the initial fee charged in arrears at the first quarter close after the engagement and based upon the account market value at the same quarter’s close.”

How TFS Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Edmonds that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Washington median of $3,250. 29% of the 103 other Washington planners that publish a flat or project fee charge less.

About TFS Advisors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 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

Clients

151

Employees

3

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

$161,237,949

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

167653

Website

facebook.com/tfsadvisors (opens in new tab)

Phone

(425) 776-0446

Can advise clients in 4 states: Arizona, California, Texas, Washington

Other planners in Edmonds that publish fees

• Harbour Investment Management L.L.C.Edmonds$200/hr
• Pacific Sage Partners, LLCEdmonds$100⁠-⁠$500/hr, $20/mo
• Twight Financial Education, LLCEdmonds$200/hr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr

Compare all 6 planners in Edmonds