Callum FitzgeraldCFP®
Financial Planner · Puget Sound Planning Co. · Seattle, WA
★★★★★ 4.7(52+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
$2,400/yr
Fee-only
Minimum
No minimum
to start
Experience
8 yrs
advising clients
Response
within 3 hours
typical reply
About Callum
Callum built the practice he wished existed when he was 30: a complete financial plan at a published flat price, delivered over video, with three months of help actually doing the tasks.
No minimums, no products, no upsell - the deliberately simple end of the network.
Specialties & services
- $2,400 flat - the network's most accessible full plan
- 90-day implementation support included
- Virtual-first, evenings available
Best for
First-time planners who want a fixed price
Sound like you? Smart move: compare Callum against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Callum's availability alongside the alternatives — free.
Frequently asked about Callum Fitzgerald
What are Callum Fitzgerald's fees?
Callum Fitzgerald of Puget Sound Planning Co. publishes a fee of $2,400/yr flat (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Callum Fitzgerald's account minimum?
Puget Sound Planning Co. has no stated asset minimum — the practice is structured to work with clients who are still building their portfolio.
Is Callum Fitzgerald a fiduciary?
Callum Fitzgerald operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Callum work with clients outside Seattle?
Yes — Puget Sound Planning Co. works with clients virtually nationwide, alongside in-person meetings in Seattle, WA.
How do I book a call with Callum Fitzgerald?
Use the free AdvisoryReviews matcher to check Callum's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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