Champion Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Champion Financial Planning is a small, state-registered independent advisory firm that works with individuals, families, and their businesses to deliver comprehensive financial planning and optional investment management. The firm operates as a solo practitioner practice managing a modest asset base across a small number of client relationships.
The firm emphasizes comprehensive, plan-first engagements and typically uses passive investment strategies grounded in Modern Portfolio Theory, recommending low-cost index mutual funds and ETFs and preferring custodial execution through an all-in-one platform while allowing clients to use their broker of choice. When retained for investment management the advisor operates with discretionary authority constrained to the agreed financial plan and implements portfolios largely through a limited set of funds to maintain target allocations.
Compared with many independent peers, the firm does not rely on percentage-of-assets-under-management fees and instead structures compensation around fee-for-service and tiered flat fees tied to the scope and estimated time required, with investment management generally offered as an optional follow-on to a completed plan. The practice is notable for its small scale, the principal’s advanced retirement- and planning-focused credentials, and operational policies such as not taking custody, not voting client proxies, and not receiving third-party compensation.
Client services
Expertise
Fee options
Flat fee financial planning engagements (e.g., $1,600 minimum for new client engagement; not to exceed $8,000)
Flat fee tiers with $5,000, $7,500, and $10,000 annual fees based on service complexity; not percentage-based
Hourly financial planning fee of $400/hour
Ongoing planning fees billed quarterly at maximum $2,000 per quarter (based on $400/hour) included in ongoing service
Account minimum: $5,000 Minimum fee: Minimum annual fee of $5,000 for investment management services Fee-only: Financial planning fees at $400/hour (e.g., $1,600 minimum for new client engagement, not to exceed $8,000 per household)
Main office
Anacortes WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Champion Financial Planning LLC · Champion Financial Planning, LLC · N/A · Rash, Kyle G.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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