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Ridge Falls Financial Planning

Bellingham, Washington

Fee-only

Ridge Falls Financial Planning 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.
  • It works with clients virtually as well as in person.

Specialties Retirement planning · Tax planning

Works with Pre-retirees

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Based inBellingham, Washington
Websiteridgefallsfp.com
Email[email protected]
Phone(360) 230-8601

Questions about Ridge Falls Financial Planning

Does Ridge Falls Financial Planning have an account minimum?

No. Ridge Falls Financial Planning says it has no account minimum. We found this on its website, checked October 28, 2026.

How many advisors does Ridge Falls Financial Planning have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Ridge Falls Financial Planning.

What does Ridge Falls Financial Planning specialize in?

Ridge Falls Financial Planning's advisors and website list retirement planning and tax planning.

Does Ridge Falls Financial Planning work with clients virtually?

Yes. Ridge Falls Financial Planning's website says it works with clients virtually.

Ridge Falls Financial Planning 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.

Account minimumNone
How it chargesHourly

In the firm's words

"Do I need to have a minimum amount of assets? Not at all!" source
"provides objective, full-picture financial reviews on an hourly basis." 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 byHourly
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedFebruary 10, 2026
SEC recordCRD 335661

Advisors at this firm (1)

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Fee-only advisors in Washington