Signal Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Signal Financial Planning, LLC is a small, independent registered investment adviser that provides holistic financial planning and discretionary portfolio management for individual and high‑net‑worth clients. The firm operates as a solo practitioner and manages roughly $18.1 million across under 30 client relationships, offering services that include broad‑based financial plans, investment consultation, and implementation support.
The firm typically constructs portfolios using a Core + Satellite approach, combining low‑cost indexed funds as the core with active satellite positions, and applies fundamental analysis to inform investment selections; accounts may be managed on either a discretionary or non‑discretionary basis with regular monitoring and periodic reviews. Financial planning engagements are offered on an hourly basis and commonly cover cash‑flow and debt management, retirement and estate planning, tax‑aware allocation, employee benefits, and divorce‑related planning.
Compared with many peers, Signal makes periodic complimentary educational seminars and workshops a part of its client education offering, which the firm notes are strictly informational and do not involve product sales. The firm’s principal is a CFP® professional, and Signal routinely recommends Charles Schwab as custodian and participates in Schwab’s advisor support program, arrangements that provide custodial and research services but also create operational relationships the firm discloses to clients.
Client services
Expertise
Fee options
$1 - $499,999: 0.70% $500,000 - $999,999: 0.65% $1,000,000 - $1,499,999: 0.60% $1,500,000 - $1,999,999: 0.55% $2,000,000 - $2,499,999: 0.50% $2,500,000+: 0.45%
$150 per hour
Fee-only: $150 per hour, billed in 15-minute increments
Main office
Issaquah WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Signal Financial Planning · Signal 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:
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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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