Advisor at Champion Financial Planning LLC
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
Champion Financial Planning LLC
Location
Anacortes, WA
Credentials
ChFC®, Series 65
Industry experience
5 years
Kyle Rash is a financial advisor at Champion Financial Planning LLC in Anacortes, WA, holding the ChFC® designation and a Series 65 license with five years of industry experience. He also serves as Vice President and Chief Financial Officer of Kyabella, PLLC. Rash’s financial planning primarily focuses on passive buy-and-hold investment strategies. Champion Financial Planning LLC is an independent, fee-only advisory firm serving individual and family clients with comprehensive financial planning on topics such as retirement, tax, estate, and risk management. The firm emphasizes project-based planning with written deliverables and offers optional ongoing services, using a passive, low-cost investment approach grounded in Modern Portfolio Theory.
Based on Champion Financial Planning LLC
Fixed fees up to $8,000 per household for comprehensive planning engagement
<$750,000 - $749,999: $5,000 annually $750,000 - $999,999: $7,500 annually $1,000,000 - $5,000,000: $10,000 annually >$5,000,000+: Fee as determined by mutual agreement
$400 per hour for financial planning services
Ongoing planning fees billed quarterly, up to $2,000 per quarter
Minimum fee: Minimum fee of $1,600 for new financial planning engagements (based on minimum 4 hours at $400/hour) Fee-only: Hourly financial planning at $400/hour, fixed fees for financial planning engagements, ongoing planning fees up to $2,000 per quarter
Anacortes, WA
Washington
Kyabella, PLLC
2022 - Present (4 years)
Champion Financial Planning
2020 - Present (6 years)
Second Generation Anesthesia, INC
2013 - 2021 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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