Firm
Five Cedars Financial, LLC
Kirkland, Washington
Fee-only
Five Cedars Financial, 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 15 individual clients, 8 of them high net worth.
- Its average account is about $425,000 (assets it manages divided by its 54 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Kirkland, Washington |
|---|---|
| Website | 5cedars.com |
| [email protected] | |
| Phone | (425) 321-1234 |
Five Cedars Financial, LLC fees
Five Cedars Financial, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 7 |
| High-net-worth clients | 8 |
| Accounts managed | 54 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 319384 |