Onward Financial Advising LLC
Sammamish, Washington
Onward Financial Advising 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.
- Its ongoing planning fee starts at $3,300 a year, below the Washington median of $4,500.
- Its hourly rate of $275 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 | Sammamish, Washington |
|---|---|
| Website | onwardfinancialadvising.com |
| [email protected] | |
| Phone | (425) 725-7882 |
Questions about Onward Financial Advising LLC
How much does Onward Financial Advising LLC charge?
Onward Financial Advising LLC publishes these prices: ongoing planning: from $3,300 a year; hourly: $275 an hour; asset-based fee: 0.95% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Onward Financial Advising LLC paid?
Onward Financial Advising LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Onward Financial Advising LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Onward Financial Advising LLC.
Is Onward Financial Advising LLC accepting new clients?
Yes, according to Onward Financial Advising LLC's website, checked October 28, 2026.
Does Onward Financial Advising LLC work with clients virtually?
Yes. Onward Financial Advising LLC's website says it works with clients virtually.
Onward Financial Advising LLC 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 $3,300 a year |
|---|---|
| Hourly | $275 an hour |
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee · Percentage of assets |
In the firm's words
"Cost: $275 per hour" source
"Cost: $825 – $1,650 per quarter" source
"$0 – $1,000,000 0.95%" 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 | $0 million |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 329602 |