Twight Financial Education, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides financial education, written financial plans, and ongoing consulting to individuals, couples and families as well as to businesses and non-profits, including workplace retirement education and employee-assistance program presentations. It does not provide discretionary asset management or custody of client assets and delivers group classes and seminars alongside one-on-one planning engagements.
The firm’s work is education- and planning-focused: services are tailored through interviews and questionnaires, with periodic reviews for ongoing consulting and guidance on common investment vehicles and account types. It generally avoids advising on private or alternative investments and delivers recommendations for implementation elsewhere rather than managing client accounts directly.
Compared with typical investment-manager firms, this adviser emphasizes educational seminars and workshops and routinely serves individual (non‑high‑net‑worth) clients and institutional audiences (including military service members via contractor programs), which is atypical for its category. It charges hourly fees for planning and consulting rather than using percentage‑of‑assets fees and maintains professional financial-education credentials for its principal.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
General estate planning guidance
College savings (529s, UTMA, etc.)
Debt management
Demographic focus
Young Families
Parents
Fee options
$200 per hour for one-time financial planning and ongoing consulting services
Minimum fee: Minimum fee of $200 (one hour at $200/hour) for one-time financial planning services Fee-only: Hourly fee of $200 per hour for financial planning and ongoing consulting services
Main office location
Twight Financial Education, LLC
Edmonds WA, United States
Number of offices
1
Most active in
Twight Financial Education, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")