Firm
Satori Financial LLC
Seattle, Washington
Fee-only
Satori Financial 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 and 24 individual clients, 16 of them high net worth.
- Its average account is about $698,000 (assets it manages divided by its 72 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | satorifin.com |
| [email protected] | |
| Phone | (206) 320-9263 |
Satori Financial LLC fees
Satori Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. 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 · Fixed fees |
|---|---|
| Assets managed | $50 million |
| Individual clients | 8 |
| High-net-worth clients | 16 |
| Accounts managed | 72 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 115592 |