Signal Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,085,111
Clients
28
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
HighAverage account size
$645,897
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
$1 - $499,999: 0.70% annually (Mutual Fund and ETF Portfolios) $500,000 - $999,999: 0.65% annually (Mutual Fund and ETF Portfolios) $1,000,000 - $1,499,999: 0.60% annually (Mutual Fund and ETF Portfolios) $1,500,000 - $1,999,999: 0.55% annually (Mutual Fund and ETF Portfolios) $2,000,000 - $2,499,999: 0.50% annually (Mutual Fund and ETF Portfolios) $2,500,000 - Above: 0.45% annually (Mutual Fund and ETF Portfolios) $1 - $499,999: 0.95% annually (Individual Equity and Fixed Income Portfolios) $500,000 - $999,999: 0.90% annually (Individual Equity and Fixed Income Portfolios) $1,000,000 - $1,499,999: 0.85% annually (Individual Equity and Fixed Income Portfolios) $1,500,000 - $1,999,999: 0.80% annually (Individual Equity and Fixed Income Portfolios) $2,000,000 - $2,499,999: 0.75% annually (Individual Equity and Fixed Income Portfolios) $2,500,000 - Above: 0.70% annually (Individual Equity and Fixed Income Portfolios)
$150 per hour for financial planning services, billed in 15-minute increments
Fee-only: Hourly fee of $150 per hour, billed in 15-minute increments for financial planning services
Main office location
Signal Financial Planning, LLC
Issaquah WA, United States
Number of offices
1
Most active in
Signal Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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