Twight Financial Education, LLC fees and pricing
Financial planner in Edmonds, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Twight Financial Education, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Fees for one-time nancial planning services are billed at an hourly rate of $200 per hour with a minimum fee of one hour ($200).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Twight Financial Education, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are not negotiable for services rendered to individuals.”
- “When Fees are Due Fees are generally due and payable upon presentation of the written nancial plan or completion of the consultation services, or with class registration.”
How Twight Financial Education, LLC’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.
- None of the 3 other planners in Edmonds that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Twight Financial Education, LLC
“Review of investments suitable for various accounts to provide tax-e ciency. ● Financial Planning Services o Description: Financial planning is the process of meeting your life goals through the proper management of your nances.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157396
- Phone
- (206) 355-8093
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
- TFS Advisors, LLCEdmonds$350/hr, $2,500
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
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.