Firm
Elderrock Financial
Everett, Washington
Fee-only
Elderrock Financial 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 63 individual clients, 12 of them high net worth.
- Its average account is about $465,000 (assets it manages divided by its 70 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Everett, Washington |
|---|---|
| Website | elderrock.com |
| Phone | (425) 249-6193 |
Elderrock Financial fees
Elderrock Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, percentage of assets. 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $33 million |
| Individual clients | 51 |
| High-net-worth clients | 12 |
| Accounts managed | 70 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 298350 |