EmboldenFP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
80
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
80
Very HighAverage account size
$0
About
Embolden Financial Planning is a fee‑only, independent planning firm that provides project‑based and hourly financial planning to individuals and high‑net‑worth clients. The firm offers written financial plans covering retirement, estate planning, tax strategies, business planning, insurance review, and investment analysis, but does not manage client assets or take custody.
The firm’s advice framework relies on modern portfolio theory and a mix of passive and active fund recommendations, with the option to incorporate socially responsible (ESG) approaches when requested. Recommendations are delivered for client implementation; Embolden does not exercise investment discretion, trade on clients’ behalf, or participate in wrap or performance‑based programs.
Distinctive features relative to many independent advisors include the absence of portfolio management services and the use of hourly/project fees instead of percentage‑of‑AUM billing. The practice is a solo CFP®‑led adviser established in 2022 with roughly 80 clients, and the principal reports small, passive outside real estate interests as a managing member.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
Fee options
$350 per hour, billed in 15-minute increments; fees negotiable
Fee-only: Hourly fee at $350 per hour, billed in 15-minute increments; fees are negotiable
Main office location
EmboldenFP
Seattle WA, United States
Number of offices
1
Most active in
EmboldenFP has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Texas · 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
Quick links
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