EnoughFP LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
6
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$0
About
EnoughFP provides fee-for-service financial planning to individuals (including high-net-worth clients), trusts, and businesses through a solo adviser. The firm offers point-in-time and ongoing planning engagements—including a structured Single Session Financial Review—and does not provide investment management, custody, or discretionary account services.
When addressing investments, EnoughFP relies on Modern Portfolio Theory and typically recommends passive, buy-and-hold indexing as part of an overall investment plan; clients are expected to implement investment recommendations themselves. The Single Session Financial Review delivers a written summary of observations and specific allocation recommendations aimed at self-directed clients, with limited post-engagement support available by agreement.
Distinctively, the firm does not manage client assets or charge percentage-of-assets-under-management fees, operating instead on hourly and fixed-fee planning arrangements. The sole adviser holds multiple professional designations in financial planning and tax/retirement planning and serves a very small client roster, producing non-discretionary, planning-focused relationships rather than traditional asset-management services.
Client services
Financial planning
Expertise
Business exit / sale strategy
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
Single Session Financial Review fixed fee of $4,400
$400 per hour, billed in 6-minute increments, two-hour minimum for Post Engagement Support
Fee-only: Hourly rate of $400 per hour, fixed fees for Single Session Financial Review ($4,400 fixed fee)
Main office location
EnoughFP LLC
Edgewood WA, United States
Number of offices
1
Most active in
EnoughFP LLC has reported serving >5 clients in these states in the last 12 months.
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:
-
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.
-
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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