Firm
Inland Financial Planning
Spokane, Washington
Fee-only
Inland Financial Planning at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 72 individual clients, 9 of them high net worth.
- Its average account is about $173,000 (assets it manages divided by its 250 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Spokane, Washington |
|---|---|
| Website | inlandfp.com |
| [email protected] | |
| Phone | (509) 443-5917 |
Inland Financial Planning fees
Inland Financial Planning 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 by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $43 million |
| Individual clients | 63 |
| High-net-worth clients | 9 |
| Accounts managed | 250 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 15, 2026 |
| SEC record | CRD 315123 |