Scaled Finance LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
19
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
19
LowAverage account size
$0
About
Scaled Finance, LLC provides fee-only, project-based financial planning to individuals and high-net-worth individuals, delivering written plans that address goals, cash flow, retirement, college funding, estate planning, and risk management. The firm offers limited-scope, one-time engagements and may refer clients to unaffiliated third‑party professionals for implementation and specialized services.
The firm frames investment recommendations using Modern Portfolio Theory and a preference for low-cost, passive asset-allocation solutions, but it does not provide ongoing investment management, does not exercise investment discretion, and does not custody client assets. Instead, clients are responsible for implementing recommended investments at a custodian of their choice, and the firm charges project/hourly planning fees rather than percentage-of-assets fees.
Distinctive features include reporting $0 in discretionary and non‑discretionary assets under management and an explicit focus on planning topics such as employer stock and benefits optimization and college funding, supported by the principal’s CFP® and Certified College Financial Consultant credentials and prior corporate finance experience. The firm also publishes online educational content (YouTube and courses), which supplements its written planning engagements and is less common among solo, independent advisers.
Client services
Financial planning
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
$250 per hour, negotiable
Fee-only: Hourly fee of $250 per hour, fees negotiable, collected partially in advance, remainder due upon completion
Main office location
Scaled Finance LLC
Renton WA, United States
Number of offices
2
Most active in
Scaled Finance 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:
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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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