Kyle Rash
Champion Financial Planning · Anacortes, Washington
Kyle Rash is a fee-only financial advisor at Champion Financial Planning in Anacortes, Washington, who holds the ChFC credential. Kyle charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee ($400 an hour) and focuses on tax planning, small business owners and retirement planning.
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Specialties
Who they serve
- High earners
- Physicians
Facts
| Firm | Champion Financial Planning |
|---|---|
| Based in | Anacortes, Washington |
| Fee model | Hourly · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | $400 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $9.8M across 40 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in WA · CRD 7311531 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.championfinancialplanning.com |
| Profile |
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Questions about Kyle
Is Kyle Rash a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Champion Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Kyle charge?
According to Champion Financial Planning's website, checked October 30, 2026: $400 an hour.
Does Kyle work with clients virtually?
Yes. Champion Financial Planning says on its website that it works with clients remotely.
Where is Kyle Rash based?
Kyle Rash is based in Anacortes, Washington.
What does Kyle specialize in?
Kyle's specialties include tax planning, small business owners and retirement planning. Kyle works with high earners and physicians.
What credentials does Kyle Rash hold?
Kyle Rash holds the ChFC credential.
Is Kyle Rash registered with the SEC?
Yes. Kyle Rash is registered as an investment adviser representative in WA (CRD 7311531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Champion Financial Planning manage?
Champion Financial Planning reports $9.8M across 40 accounts in assets under management.
How do I contact Kyle Rash?
Through Kyle's website, www.championfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Champion Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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