Firm
LifeFocus Financial Advisors
Walla Walla, Washington
Fee-only
LifeFocus Financial Advisors at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 100 individual clients, 36 of them high net worth.
- Its average account is about $460,000 (assets it manages divided by its 225 accounts).
- Its ongoing planning fee starts at $6,500 a year, above the Washington median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Walla Walla, Washington |
|---|---|
| Website | lifefocusadvisors.com |
| Phone | (509) 526-4521 |
LifeFocus Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,500 a year |
|---|---|
| One-time plan | From $3,000 |
| Asset-based fee | 0.85% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"From $6,500 a year , billed quarterly." source
"From $3,000 , one time. A complete plan you carry out yourself." source
"$0 to $1,000,000 0.85%" source
"investors nearing retirement or already retired who have $500,000 or more saved" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $104 million |
| Individual clients | 64 |
| High-net-worth clients | 36 |
| Accounts managed | 225 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-136650) |
| Financial planning | Offered |
| Form ADV filed | June 16, 2026 |
| SEC record | CRD 136020 |