Champion Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,750,000
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$886,364
About
The firm provides comprehensive financial planning and optional investment management to individuals, families, and their businesses. Services are delivered on a fee-only basis through hourly or fixed-fee planning engagements, with investment management offered as an elective follow-on to a completed comprehensive plan.
The investment approach is grounded in Modern Portfolio Theory and emphasizes passive, buy-and-hold portfolios built from low-cost index mutual funds and ETFs, with a preference for Vanguard funds and an all-in-one execution platform while allowing clients to choose their own custodian. The adviser operates with limited discretionary authority—trading is generally constrained to the funds and allocations agreed in the plan—and updates client plans at least annually as part of ongoing services.
Distinctive operational features include a compensation model that does not rely on percentage-of-AUM fees, instead structuring fees around fee-for-service and fixed-dollar management arrangements tied to the work performed. The firm maintains a very small client roster and modest assets under management, does not take custody of client funds, does not participate in wrap or performance-based fee programs, and is led by a principal with advanced retirement-planning credentials and prior corporate finance and military leadership experience.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Social Security optimization
College savings (529s, UTMA, etc.)
Debt management
Cash flow / budgeting
Occupation focus
Retired
Fee options
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
Main office location
Champion Financial Planning LLC
Anacortes WA, United States
Number of offices
1
Most active in
Champion 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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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