Firm
On Course Financial Planning
Woodinville, Washington
Fee-only
On Course Financial Planning at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 30 individual clients, 29 of them high net worth.
- Its average account is about $660,000 (assets it manages divided by its 118 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Woodinville, Washington |
|---|---|
| Website | oncoursefp.com |
| Phone | (425) 269-7572 |
On Course Financial Planning fees
On Course Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $78 million |
| Individual clients | 1 |
| High-net-worth clients | 29 |
| Accounts managed | 118 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 132172 |