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Advisor

Lisa Eaton

Affordable, tailored planning and coaching for people who have felt priced out of or unwelcome in conversations about wealth.

Firm Footing Financial Planning · Seattle, Washington

Lisa Eaton is a fee-only financial advisor at Firm Footing Financial Planning in Seattle, Washington, who holds the AFC, MS and DPT credentials. Lisa charges hourly fees (from $250 an hour) and focuses on retirement planning, tax planning and small business owners.

Hourly Fee-only Fiduciary AFCMSDPT

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Specialties

About

Lisa Eaton is passionate about making financial advice affordable and available to everyone. As a small business owner, career changer and DIYer, Lisa knows advice isn't one size fits all, and tailors financial planning and coaching to each client's needs and vision for the future.

Lisa started Firm Footing Financial Planning to serve people who might not otherwise work with a planner because of cost, intimidation or a sense that they don't belong in wealth conversations. Along with unbiased knowledge and advice, Lisa acts as a teacher, helping clients grow their understanding of and comfort with their financial lives.

Facts

FirmFirm Footing Financial Planning
Based in Seattle, Washington
Fee modelHourly
Fees (Advice-Only Network profile)From $250 an hour
Works virtuallyYes
Accepting new clientsYes
CredentialsAFC · MS · DPT
SEC registration Investment adviser representative in WA · CRD 7930990
Exams passedSeries 65 (2024)
Firm size1 employee
Disclosures None reported
Websitewww.firmfootingfp.com

How Lisa's firm compares

  • The hourly rate is $250, below the Washington median of $300 for fee-only firms that publish prices.

What fee-only advisors charge in Washington

Request an introduction to Lisa

Tell Lisa a little about what you're looking for. Lisa isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Lisa

Is Lisa Eaton a fee-only financial advisor?

Yes. Lisa Eaton is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Lisa's firm.

How does Lisa charge for financial advice?

Lisa charges hourly fees.

Does Lisa work with clients virtually?

Yes. Lisa's Advice-Only Network profile says they meet with clients virtually.

Where is Lisa Eaton based?

Lisa Eaton is based in Seattle, Washington.

What does Lisa specialize in?

Lisa's specialties include retirement planning, tax planning and small business owners.

What credentials does Lisa Eaton hold?

Lisa Eaton holds the AFC, MS and DPT credentials.

Is Lisa Eaton registered with the SEC?

Yes. Lisa Eaton is registered as an investment adviser representative in WA (CRD 7930990), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

How do I contact Lisa Eaton?

Through Lisa's website, www.firmfootingfp.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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