Advisor at Fidalgo Financial Planning
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
Fidalgo Financial Planning
Location
Anacortes, WA
Credentials
CFP®, Series 65
Industry experience
8 years
$200 per hour for financial planning services; $100 per hour for educational seminars/speaking engagements.
Fee-only: Hourly fee of $200 per hour for financial planning services; fees may be negotiable and are due upon completion of engagement. Educational seminars fees range from $0 to $1000, based on $100 hourly rate.
Curtis Financial Planning
2018 - 2018 (1 year)
Archer Investment Management
2018 - 2023 (5 years)
Fidalgo Financial Planning LLC
2016 - Present (10 years)
N/a
2016 - 2017 (1 year)
University of Washington Medical Center
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Mount Vernon, WA
Edward Jones
CFP®, Series 63, Series 66
Anacortes, WA
Edward Jones
Series 63, Series 66
Anacortes, WA
Edward Jones
CFP®, Series 63, Series 66
Anacortes, WA
Edward Jones
Series 66
Anacortes, WA
Edward Jones
Series 66
Mount Vernon, WA
Edward Jones
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