Firm
Advitica Financial Planning
Tenino, Washington
Fee-only
Advitica Financial Planning at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 26 individual clients, 8 of them high net worth.
- Its average account is about $849,000 (assets it manages divided by its 26 accounts).
- Its hourly rate of $250 is below the Washington median of $300.
- It works with clients virtually as well as in person.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Tenino, Washington |
|---|---|
| Website | adviticafp.com |
| Phone | (360) 292-9314 |
Advitica Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Our fee for hourly based projects is $250 per hour." source
"billed at a quarterly rate of 0.225% (0.90% per year)." source
"Our fee for hourly based projects is $250 per hour." source
"Clients that engage us in a one-time planning project pay us for the hours needed to analyze their situation" source
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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $22 million |
| Individual clients | 18 |
| High-net-worth clients | 8 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 116052 |