Fidalgo Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$147,182
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$73,591
Client services
Fee options
$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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Fidalgo Financial Planning
Anacortes WA, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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