Scaled Finance, 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 hourly rate of $250 is below the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | scaledfinance.com |
| [email protected] | |
| Phone | (425) 246-8552 |
Questions about Scaled Finance, LLC
How much does Scaled Finance, LLC charge?
Scaled Finance, LLC publishes these prices: one-time plan: from $5,000; hourly: $250 an hour. We found this on its website, checked October 28, 2026.
How is Scaled Finance, LLC paid?
Scaled Finance, LLC's Form ADV says it is paid by: hourly.
How many advisors does Scaled Finance, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Scaled Finance, LLC.
What does Scaled Finance, LLC specialize in?
Scaled Finance, LLC's advisors and website list real estate investors, small business owners, retirement planning and family wealth transfer.
Is Scaled Finance, LLC accepting new clients?
Yes, according to Scaled Finance, LLC's website, checked October 28, 2026.
Scaled Finance, 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.
| One-time plan | From $5,000 |
|---|---|
| Hourly | $250 an hour |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"$250 per Hour" source
"Small - $5,000 - 3-4 sessions - A few topics" source
"Half of the engagement cost would be due up front with the other half due upon delivery of the plan." 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 |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 321728 |