# Leigh Washington

> Leigh Washington is a fee-only financial advisor at Capital Planning in Everett, Washington. Capital Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/leigh-washington/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Capital Planning
- **Based in:** Everett, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $617.7M across 1,169 accounts
- **CRD:** 8029697 (https://adviserinfo.sec.gov/individual/summary/8029697)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://capplanllc.com

## Frequently asked questions

### Is Leigh Washington a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leigh holds no broker registration, and Capital Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leigh charge for financial advice?

Leigh's firm, Capital Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Leigh Washington based?

Leigh Washington is based in Everett, Washington.

### Is Leigh Washington registered with the SEC?

Yes. Leigh Washington is registered as an investment adviser representative in TX and WA (CRD 8029697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Planning manage?

Capital Planning reports $617.7M across 1,169 accounts in assets under management.

### How do I contact Leigh Washington?

Through Leigh's website, capplanllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8029697): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.