Firm
SFM Financial Advisors
Vancouver, Washington
Fee-only
SFM Financial Advisors 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 11 individual clients.
- Its average account is about $177,000 (assets it manages divided by its 62 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Vancouver, Washington |
|---|---|
| Website | sfmfa.com |
| Phone | (360) 573-0641 |
SFM Financial Advisors fees
SFM Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $11 million |
| Individual clients | 11 |
| Accounts managed | 62 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 286042 |