Everleap Financial Planning
Newcastle, Washington
Everleap 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 ongoing planning fee starts at $4,500 a year, in line with the Washington median of $4,500.
- Its hourly rate of $300 is in line with the Washington median of $300.
- Its website says it's taking new clients.
- 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 | Newcastle, Washington |
|---|---|
| Website | everleapfp.com |
| [email protected] | |
| Phone | (425) 201-5130 |
Questions about Everleap Financial Planning
How much does Everleap Financial Planning charge?
Everleap Financial Planning publishes these prices: ongoing planning: from $4,500 a year; one-time plan: from $1,200; hourly: $300 an hour. We found this on its website, checked October 28, 2026.
How is Everleap Financial Planning paid?
Everleap Financial Planning's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Everleap Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Everleap Financial Planning.
What does Everleap Financial Planning specialize in?
Everleap Financial Planning's advisors and website list tax planning, retirement planning, equity compensation and estate & legacy planning.
Is Everleap Financial Planning accepting new clients?
Yes, according to Everleap Financial Planning's website, checked October 28, 2026.
Does Everleap Financial Planning work with clients virtually?
Yes. Everleap Financial Planning's website says it works with clients virtually.
Everleap 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.
| Ongoing planning | From $4,500 a year |
|---|---|
| One-time plan | From $1,200 |
| Hourly | $300 an hour |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Flat annual fee starts at $4,500 for individuals and $5,400 for couples" source
"We agree on a clear scope upfront, with a flat fee. Typically, this ranges from $1,200 to $3600." source
"Our work is tracked at an hourly rate of $300 (billed in 15-minute increments)" source
"Flat fee starts at $3,600 for individuals and $4,500 for couples" 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 | 0 |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 339081 |
Advisors at this firm (1)
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