Upfront Financial Planning, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated January 22, 2026, Upfront Financial Planning, LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “It will be based upon the proposed amount of time spent during the year and based upon a rate of $400 per hour.”

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

“The annual fee will be paid quarterly in arrears (January 1, April 1, July 1, and October 1); alternative payment modes can be negotiated as well while maintaining arrears structure.”
“UpFront will provide documentation of services provided with invoices.”
“Fees for this service may be paid by electronic funds transfer or check.”

Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
9 of the 13 other planners in Spokane that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2024 (2 years).

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: 1.1% a year
Clients: 40
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $15,376,522
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 328638
Website: upfrontfp.com (opens in new tab)
Phone: (509) 214-0187

Can advise clients in 3 states: Idaho, Texas, 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Is something on this page wrong or out of date?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.