Everleap Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Everleap Financial Planning is a recently established, fee-only independent advisory firm that serves individuals and high-net-worth clients with comprehensive financial planning, project-based engagements, hourly support, and annually renewed ongoing planning. The firm delivers advice across cash flow, retirement, tax-aware investment planning, employee benefits and equity compensation, business planning, insurance review, and estate planning, but does not custody or directly manage client investment accounts.
The firm’s recommendations generally emphasize long-term, passive, buy-and-hold strategies and draw on Modern Portfolio Theory, typically suggesting mutual funds, ETFs, stocks, and bonds when investment guidance is part of a plan. Advice is delivered on a non-discretionary basis following an initial data‑gathering process, and clients retain responsibility for implementing transactions and selecting custodians.
Unlike many independent peers, Everleap does not offer portfolio management services and does not use percentage-of-assets-under-management fees, instead relying on fixed, project, hourly, and annual fee arrangements for planning engagements. The principal brings a mix of prior institutional portfolio experience and data‑science background combined with CFP and CFA credentials, which informs a quantitative, analytical approach to planning within a small solo-practitioner practice.
Client services
Expertise
Fee options
Initial Comprehensive Financial Planning fixed fee typically begins at $3,600 for individuals and $4,500 for couples; Project-Based Financial Planning fees range from $1,200 to $3,600; Ongoing Financial Planning charged as annual fixed fee starting at $4,500 for individuals and $5,400 for couples.
Standard hourly rate $300 per hour, billed in 15-minute increments for Hourly Support and other services.
Fee-only: Fixed fees for financial planning services; hourly rate of $300 per hour billed in 15-minute increments; fixed fees for engagements like $3,600 for individuals and $4,500 for couples for Initial Comprehensive Financial Planning; Project-Based Financial Planning fees range from $1,200 to $3,600; Ongoing Financial Planning fixed fees typically begin at $4,500 for individuals and $5,400 for couples, billed quarterly in arrears.
Main office
Newcastle WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Everleap Financial Planning · Zestful Financial Planning LLC
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:
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)