Unleashed Financial LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 23, 2026, Unleashed Financial LLC charges $330 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $330/hr; “The Financial Planning fee is an hourly rate of $330.00.”

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

“Wealth Management (Financial Planning & Investment Management Services) Our standard advisory fee is negotiable and based on a percentage of assets under management.”
“Legacy clients may be billed at a different fee schedule to honor prior commitments.”
“Our advisory fee is prorated for any partial billing periods during the engagement, including the initial and terminating billing periods.”

Its hourly rate of $330 is above the Washington median of $300. 68% of the 216 other Washington planners that publish an hourly rate charge less.
6 of the 11 other planners in Kirkland that publish an hourly rate charge less.

“Clients get continuous access to an advisor who will provide ongoing financial planning services, monitor the plan, and update the plan as needed.”

From the firm's description of its advisory business in its Form ADV brochure.

Principal: Jason Preti
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2015 (11 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 33
Employees: 1
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: $10,480,436
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 182522
Website: unleashedfinancial.com (opens in new tab)
Phone: (425) 954-6781

Is something on this page wrong or out of date?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