Commencement Financial Planning, LLC
Lakewood, Washington
Commencement Financial Planning, LLC 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 46 individual clients, 38 of them high net worth.
- Its average account is about $591,000 (assets it manages divided by its 206 accounts).
- Its hourly rate of $400 is above the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Lakewood, Washington |
|---|---|
| Website | commencefp.com |
| [email protected] | |
| Phone | (253) 820-6432 |
Questions about Commencement Financial Planning, LLC
How much does Commencement Financial Planning, LLC charge?
Commencement Financial Planning, LLC publishes these prices: one-time plan: from $2,500; hourly: $400 an hour. We found this on its website, checked October 28, 2026.
Does Commencement Financial Planning, LLC have an account minimum?
Yes. Commencement Financial Planning, LLC states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Commencement Financial Planning, LLC paid?
Commencement Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Commencement Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Commencement Financial Planning, LLC.
What is the average account at Commencement Financial Planning, LLC?
Commencement Financial Planning, LLC's average account is about $591,000. That's the assets on its Form ADV divided by its 206 accounts.
What does Commencement Financial Planning, LLC specialize in?
Commencement Financial Planning, LLC's advisors and website list estate & legacy planning and tax planning.
Is Commencement Financial Planning, LLC accepting new clients?
Yes, according to Commencement Financial Planning, LLC's website, checked October 28, 2026.
Commencement Financial Planning, LLC 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 $2,500 |
|---|---|
| Hourly | $400 an hour |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"The hourly project-based financial planning fee is $400/hour." source
"fees for these short-term planning engagements are typically in the range of $2,500-$3,500." source
"Advisory fees are according to a sliding scale as described in Form ADV Part 2 and are equal to or less than 0.80%." source
"Investment account minimum for this service is $1MM." 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 | $122 million |
| Individual clients | 8 |
| High-net-worth clients | 38 |
| Accounts managed | 206 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-135751) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 154056 |
Advisors at this firm (1)
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