Firm
UpFront Financial Planning
Spokane, Washington
Fee-only
Facts
| Based in | Spokane, Washington |
|---|---|
| Website | upfrontfp.com |
| Phone | (509) 214-0187 |
UpFront Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"followed by an annual fee generally ranging between $3000 and $6000 per year" source
"followed by an annual fee generally ranging between $3000 and $6000 per year" source
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 | $15 million |
| Individual clients | 40 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 328638 |