Signal Financial Planning, LLC
Issaquah, Washington
Signal Financial Planning, 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 28 individual clients.
- Its average account is about $329,000 (assets it manages divided by its 55 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Issaquah, Washington |
|---|---|
| [email protected] | |
| Phone | (425) 748-7007 |
Questions about Signal Financial Planning, LLC
How is Signal Financial Planning, LLC paid?
Signal Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Signal Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Signal Financial Planning, LLC.
What is the average account at Signal Financial Planning, LLC?
Signal Financial Planning, LLC's average account is about $329,000. That's the assets on its Form ADV divided by its 55 accounts.
Signal Financial Planning, LLC fees
Signal Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $18 million |
| Individual clients | 28 |
| Accounts managed | 55 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 8, 2026 |
| SEC record | CRD 222516 |