Firm
Cairn Financial Planning
Seattle, Washington
Fee-only
Cairn 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.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | cairnfinancialplanning.com |
| [email protected] | |
| Phone | (898) 985-9977 |
Cairn Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,200 |
|---|---|
| How it charges | Flat fee |
In the firm's words
"New relationships begin with a 12-month comprehensive planning engagement at an annual fee range of $4,200 - $10,000." source
"New relationships begin with a 12-month comprehensive planning engagement at an annual fee range of $4,200 - $10,000." 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-130898) |
| Financial planning | Offered |
| Form ADV filed | April 22, 2026 |
| SEC record | CRD 326908 |