EnoughFP LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EnoughFP is a solo registered investment adviser that provides comprehensive financial planning to individuals, high‑net‑worth clients, trusts, and businesses. Services include one‑time single‑session financial reviews and ongoing planning across topics such as retirement, tax, estate, business, cash flow, insurance, and property planning.
The firm’s investment recommendations are grounded in Modern Portfolio Theory and a buy‑and‑hold passive indexing approach, often favoring simplified portfolios with a small number of funds. Recommendations are implementation‑focused — clients execute trades and the firm does not act as a discretionary portfolio manager — and planning is tailored to each client’s financial goals and moral or ethical investment preferences.
Distinctive features include that the firm does not charge percentage‑of‑assets fees, instead operating through hourly and fixed‑fee engagements, and it currently reports no client assets under management and a very small client roster. The principal holds advanced financial planning credentials and a recent master’s in financial planning and brings a prior professional background in information technology and public‑sector roles, an atypical combination for a firm of this size.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Single Session Financial Review: fixed fee of $4,400
$400 per hour, billed in 6 minute increments
Fee-only: Fixed fee for Single Session Financial Review: $4,400; Hourly rate: $400 per hour (billed in 6 minute increments); Post Engagement Support billed at hourly rate with two-hour minimum; Ongoing Financial Planning charged at hourly rate billed quarterly
Main office
Edgewood WA
Advisors at this office
1
Most active in
Texas · Washington
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
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