PlannerFees

Wayfinding Financial, LLC fees and pricing

Financial planner in Lynnwood, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, Wayfinding Financial, LLC charges a flat or project fee of $1,000⁠-⁠$2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$2,000
“Fees for financial plans range from $1,000 to $2,000 depending on the service requested by the client.”

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

How Wayfinding Financial, LLC bills

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

  • “Advisory Fees are billed quarterly in advance based on the average daily balance during the previous calendar quarter.”
  • “If terminated, any unearned Advisory Fees will be rebated back to the account through an electronic credit or check to the client.”
  • “Our Retirement Plan Fee is billed in arrears on the last business day of the quarter or as indicated on the Plan Sponsor Agreement.”

How Wayfinding Financial, LLC’s fees compare

  • Its flat or project fee of $1,000-$2,000 is below the Washington median of $3,250. 20% of the 103 other Washington planners that publish a flat or project fee charge less.

About Wayfinding Financial, LLC

“Through our investment advisor representatives (“Representatives”) we provide investment advisory services for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Registered as an adviser: 2020 (6 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, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.25% a year
Clients
361
Employees
5
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$353,477,294
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
306208
Website
wayfindingfinancial.com (opens in new tab)
Phone
(425) 361-0707

Can advise clients in 7 states: Arizona, California, Idaho, Nebraska, Oregon, Texas, Washington

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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.