PlannerFees

Thompson Financial LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 16, 2026, Thompson Financial LLC charges $225 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$225/hr
“Our maximum hourly rate is $225 per hour.”

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

How Thompson Financial LLC bills

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

  • “Our fee is billed quarterly in arrears (after the services have been given).”
  • “Our fees are negotiable depending on individual client circumstances; all clients do not pay the same fee.”
  • “We will send you an invoice for our hourly services, normally on a monthly basis.”

How Thompson Financial 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 Thompson Financial LLC

“We provide financial planning and portfolio management services to individual clients and employer-sponsored retired plans. Our financial planning engagement letter describes the specific services we will provide and the fees we will charge.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.65% a year
Clients
225
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$74,084,322
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
282915
Website
thompsonfinancialllc.com (opens in new tab)
Phone
(425) 892-8812

Other planners in Kenmore that publish fees

Compare all 370 planners in 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Is something on this page wrong or out of date?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.