Firm Footing Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
24
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$0
About
Firm Footing Financial Planning provides fee-only financial planning and financial education to individuals, couples, and families, and offers a financial-planning-as-an-employee-benefit program for employers to make planning accessible to employees. Services are delivered as limited-scope, typically one-time engagements that address topics such as retirement planning, estate and tax coordination, cash-flow and debt management, and business planning.
The firm frames investment recommendations within an asset-allocation and Modern Portfolio Theory approach and generally favors passive, low-turnover vehicles when making recommendations as part of a financial plan. FFF does not provide ongoing investment management or custody of client assets, and clients retain responsibility for implementing trade and custody decisions with their chosen custodians.
What distinguishes the firm from many peers in its regulatory category is its use of hourly, fee-only billing rather than percentage-of-assets-under-management, an arrangement that is uncommon among firms classified as investment managers. The brochure also discloses an owner’s outside tax-preparation practice and the employer-benefit planning offering, both of which are identified as relationships that could give rise to referrals or conflicts and are addressed through fiduciary disclosures and separate client engagements.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Financial Planning: $250/hour; Financial Education Service: $90/hour; Fees are negotiable
Fee-only: Hourly fee only, no commissions or other sales-related compensation
Main office location
Firm Footing Financial Planning
Seattle WA, United States
Number of offices
1
Most active in
Firm Footing Financial Planning 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
Quick links
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