Firm
Whole Family Financial Services
Bothell, Washington
Fee-only
Facts
| Based in | Bothell, Washington |
|---|---|
| Website | wholefamilyfinancial.com |
| Phone | (425) 424-2222 |
Whole Family Financial Services 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.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 0.5% to 1.25% a year |
| How it charges | Hourly · Percentage of assets |
In the firm's words
"Financial Planning Services -$250/hour" source
"tiered fee ranging from 1.25% – 0.50% of assets under management" source
"tiered fee ranging from 1.25% – 0.50% of assets under management" source
"tiered fee ranging from 1.25% – 0.50% of assets under management" 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 |
|---|---|
| Assets managed | $66 million |
| Individual clients | 28 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 305027 |