Timepiece Financial Planning, Inc. 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 3 employees and 159 individual clients.
- Its average account is about $250,000 (assets it manages divided by its 295 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Spokane, Washington |
|---|---|
| Website | timepiecefp.com |
| [email protected] | |
| Phone | (360) 687-0244 |
Questions about Timepiece Financial Planning, Inc.
How is Timepiece Financial Planning, Inc. paid?
Timepiece Financial Planning, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Timepiece Financial Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Timepiece Financial Planning, Inc..
What is the average account at Timepiece Financial Planning, Inc.?
Timepiece Financial Planning, Inc.'s average account is about $250,000. That's the assets on its Form ADV divided by its 295 accounts.
What does Timepiece Financial Planning, Inc. specialize in?
Timepiece Financial Planning, Inc.'s advisors and website list retirement planning and pension planning.
Is Timepiece Financial Planning, Inc. accepting new clients?
Yes, according to Timepiece Financial Planning, Inc.'s website, checked October 28, 2026.
Timepiece Financial Planning, Inc. fees
Timepiece Financial Planning, Inc. 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, hourly, ongoing planning fee. 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 | $74 million |
| Individual clients | 159 |
| Accounts managed | 295 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 158475 |