EmboldenFP
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About
Embolden Financial Planning LLC provides fee-only financial planning to individuals and high-net-worth clients through project-based, limited-scope engagements. Services commonly covered in its written plans include retirement planning, estate and tax planning, cash‑flow and debt management, business planning, insurance review, and investment analysis.
The firm does not provide discretionary portfolio management or custody of client assets; clients implement recommended investment strategies through custodians they select. Investment advice is grounded in Modern Portfolio Theory and generally favors low‑turnover, passive allocation strategies while also accommodating active funds and socially responsible (ESG) approaches when clients request them.
What distinguishes this firm from many independent peers is its advisory model: it does not charge percentage‑of‑assets fees and instead operates on an hourly, fee‑only, project basis, delivering one‑time written plans and allowing client‑imposed investment restrictions. The practice is a sole‑practitioner CFP®‑led firm that discloses no performance‑based fees, does not execute trades for clients, and refers to unaffiliated third‑party professionals as needed.
Client services
Expertise
Fee options
$400 per hour billed in 15-minute increments; fees negotiable
Fee-only: Financial Planning Services charged at $400 per hour billed in 15-minute increments; fees negotiable and final fee outlined in Advisory Contract
Main office
Seattle WA
Advisors at this office
1
Most active in
California · Oregon · Texas · Washington
Also doing business as
Embolden Financial Planning · Embolden Financial Planning LLC · Embolden Fp · Emboldenfp
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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