Chair Six Financial Planning, PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,878,800
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$975,760
About
Chair Six Financial Planning, PLLC provides personal financial planning and investment advisory services to individuals and small businesses, including ongoing portfolio management through its PFP Plus offering, investment consultation, and modular or project-based planning. The firm also offers accounting and tax preparation services under a separate engagement agreement, and serves clients who may require both planning and tax/accounting coordination.
The firm’s investment approach emphasizes long-term, globally diversified strategies and may use a mix of active asset management, modern portfolio theory, and core-satellite allocations, with the ability to manage accounts on a discretionary or nondiscretionary basis or to recommend third‑party managers. Its principal holds CPA and Personal Financial Specialist credentials and regularly uses tax projections and tax-aware considerations (including qualified dividend income and tax-loss harvesting) as part of planning and portfolio construction.
Compared with peers, the firm is notable for combining licensed accounting/tax services with financial planning — an uncommon arrangement for independent solo advisors — and for disclosing a personal, family-owned investment LLC in which the principal is a minority member and co‑manager (the firm states this activity does not involve clients). The firm also does not rely on standard percentage-of-assets pricing; instead it typically charges project, hourly, or fixed annual fees for engagements.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Tax-loss harvesting
Fee options
Project-based personal financial planning fixed fee ranging from $200 to $5,000 per plan; PFP Plus annual fixed fee $1,000 to $10,000 paid quarterly
$250 per hour, billed in 15-minute increments
Fee-only: Project-based fixed fees from $200 to $5,000 per plan; Annual fixed fees for PFP Plus services typically $1,000 to $10,000 per year; Hourly rate $250 per hour billed in 15-minute increments
Main office location
Chair Six Financial Planning, PLLC
905 W. Riverside, Suite 201
Spokane WA 99201, United States
Number of offices
2
Most active in
Chair Six Financial Planning, PLLC 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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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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