Twight Financial Education, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Demographic focus
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
Edmonds WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Dana C Twight (For Zeiders Enterprises As Financial Counselor) · Twight Financial Education, LLC · Twight, Dana Carol
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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