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Firm

Ellen J Webber, CFP

Seattle, Washington

Fee-only

Ellen J Webber, CFP 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 2 employees and 23 individual clients, 9 of them high net worth.
  • Its average account is about $597,000 (assets it manages divided by its 23 accounts).

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Based inSeattle, Washington
Websitefp-financial.com
Phone(206) 696-1222

Ellen J Webber, CFP fees

Ellen J Webber, CFP 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$14 million
Individual clients14
High-net-worth clients9
Accounts managed23
Employees2
Planning clients26-50
Financial planningOffered
Form ADV filedMarch 18, 2026
SEC recordCRD 148382

Advisors at this firm (1)