Spencer Financial Planning, LLC

Spencer 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 27 individual clients, 16 of them high net worth.
• Its average account is about $166,000 (assets it manages divided by its 114 accounts).
• Its ongoing planning fee starts at $10,000 a year, above the Washington median of $4,500.
• Its website says it's taking new clients.

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

Facts

Spencer Financial Planning, 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.

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

Advisors at this firm (1)

• Keith Spencer

  CFP

Other fee-only firms in Spokane

• Stewardship Concepts Financial Services
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• Twenty Twenty Investment Advisors
• UpFront Financial Planning
• Vickerman Investment Advisors
• Vision Casting Financial Planning, LLC
• 917 Advisory Services
• Bormann Wealth Management, LLC.

Fee-only advisors in Washington