Hope Broucek
Advisor at Financial Planning for Real People PLLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Financial Planning for Real People PLLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Planning for Real People PLLC
Location
Seattle, WA
Credentials
ChFC®
Industry experience
2 years
Hope Broucek is a ChFC®-designated financial advisor at Financial Planning for Real People PLLC in Seattle, WA, with two years of industry experience. Prior to founding her independent firm in 2023, she worked at Singer Wealth Management for four years and spent over a decade involved with A Child Becomes Preschool. Financial Planning for Real People PLLC provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment policies and a broad range of planning services, combining both passive and active strategies while maintaining quarterly portfolio monitoring and comprehensive written plans.
Based on Financial Planning for Real People PLLC
Based on Financial Planning for Real People PLLC
Initial fee up to $1,500 for initial comprehensive financial plan (based on $250 hourly rate)
0.85% annually (negotiable)
Hourly rate of $250 for project-based financial planning and initial financial plan construction
Fee-only: Ongoing Financial Planning: $100 to $200 per month or $400 to $800 per quarter, based on hourly rate of $250; Project-Based Financial Planning: hourly rate of $250
Seattle, WA
Washington
Financial Planning for Real People PLLC
2023 - Present (3 years)
Singer Wealth Management
2019 - 2023 (4 years)
Sabbatical
2019 - 2019 (1 year)
A Child Becomes Preschool
2007 - 2019 (12 years)
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Fund sponsor
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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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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