Wonderland Financial Planning fees and pricing
Financial planner in Seattle, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 10, 2026, Wonderland Financial Planning charges $350 an hour, a flat or project fee of $4,000-$20,000, and an annual fee of $4,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Please note, lower fees for comparable services may be available from other sources. 7 Initial Comprehensive Financial Plan We charge an upfront fee for an Initial Comprehensive Financial Plan, ranging from $4,000 to $20,000, based on our hourly rate of $350.”
- Flat or project fee
- $4,000-$20,000
From the same sentence as above.
- Annual fee
- $4,000-$20,000/yr
“We charge an ongoing annual fee ranging from $4,000 to $20,000, billed quarterly in arrears based on our hourly rate of $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wonderland Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “The fee is based on a percentage of assets under management and is negotiable.”
How Wonderland Financial Planning’s fees compare
- Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
- 20 of the 38 other planners in Seattle that publish an hourly rate charge less.
- Its flat or project fee of $4,000-$20,000 is above the Washington median of $3,250. 89% of the 103 other Washington planners that publish a flat or project fee charge less.
- 15 of the 18 other planners in Seattle that publish a flat or project fee charge less.
- Its annual fee of $4,000-$20,000 spans the Washington median of $7,000. 78% of the 37 other Washington planners that publish an annual fee charge less.
- 7 of the 8 other planners in Seattle that publish an annual fee charge less.
About Wonderland Financial Planning
- Principal: Michael Remedios
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- 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
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,054,432
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335023
- Phone
- (415) 238-9308
Can advise clients in 2 states: California, Washington
Other planners in Seattle that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- Alta Via Financial PlanningSeattle$450/hr
- Arrivity Financial PlanningSeattle$400/hr
- BBJS Financial Advisors, LLCSeattle$132-$416/hr
- Breakwater Investment ManagementSeattle$350/hr, $2,500-$20,000
- Brighton Jones LLCSeattle$150-$300/hr, $5,000-$25,000
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.