Firm
AA Financial Services
Kirkland, Washington
Fee-only
AA Financial Services at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 6 individual clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Kirkland, Washington |
|---|---|
| Phone | (206) 819-6722 |
AA Financial Services fees
AA Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 6 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 157667 |