RIA Intel›Advisers›Washington›SKAGGS FINANCIAL PLANNING, LLC

SKAGGS FINANCIAL PLANNING, LLC

Advisory

WA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$338K
across 90 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
27
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

MCHENRY CAPITAL, L.L.C.
LEAVENWORTH, WA
$31M
BLUEFOOT PARTNERS LLC
SEATTLE, WA
$30M
-79.3% 1Y
MERIDAN CAPITAL, LLC
$31M
NORTHWEST PLANNING ADVISORS LLC
SPOKANE, WA
$30M
SKG INVESTMENT SERVICES, LLC
SEATTLE, WA
$30M
PEGASUS INVESTMENT MANAGEMENT LLC
$30M
-51.7% 1Y

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