Prism Financial Planning, LLC
Issaquah, Washington
Prism Financial Planning, LLC 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 1 employee and 135 individual clients.
- Its hourly rate of $400 is above 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 | Issaquah, Washington |
|---|---|
| Website | prismfinancialplanning.com |
| [email protected] | |
| Phone | (425) 641-5717 |
Questions about Prism Financial Planning, LLC
How much does Prism Financial Planning, LLC charge?
Prism Financial Planning, LLC publishes these prices: hourly: $400 an hour. We found this on its website, checked October 28, 2026.
How is Prism Financial Planning, LLC paid?
Prism Financial Planning, LLC's Form ADV says it is paid by: hourly.
How many advisors does Prism Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Prism Financial Planning, LLC, and 1 hold the CFP.
What does Prism Financial Planning, LLC specialize in?
Prism Financial Planning, LLC's advisors and website list retirement planning.
Is Prism Financial Planning, LLC accepting new clients?
Yes, according to Prism Financial Planning, LLC's website, checked October 28, 2026.
Does Prism Financial Planning, LLC work with clients virtually?
Yes. Prism Financial Planning, LLC's website says it works with clients virtually.
Prism Financial Planning, 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.
| Hourly | $400 an hour |
|---|---|
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"We charge on a project basis at a rate of $400 per hour" source
"We charge on a project basis at a rate of $400 per hour" source
"We charge on a project basis at a rate of $400 per hour" 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 | Hourly |
|---|---|
| Individual clients | 135 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 7, 2026 |
| SEC record | CRD 168530 |