Two Firs Financial at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 20 individual clients, 11 of them high net worth.
- Its average account is about $210,000 (assets it manages divided by its 92 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| [email protected] | |
| Phone | (206) 485-1010 |
Questions about Two Firs Financial
How is Two Firs Financial paid?
Two Firs Financial's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Two Firs Financial have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Two Firs Financial, and 2 hold the CFP.
What is the average account at Two Firs Financial?
Two Firs Financial's average account is about $210,000. That's the assets on its Form ADV divided by its 92 accounts.
What does Two Firs Financial specialize in?
Two Firs Financial's advisors and website list retirement planning, student loans, small business owners and tax planning.
Two Firs Financial fees
Two Firs Financial 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 | $19 million |
| Individual clients | 9 |
| High-net-worth clients | 11 |
| Accounts managed | 92 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 298206 |