Firm
Agate Pass Investment Management
Bainbridge Island, Washington
Fee-only
Agate Pass Investment Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFA.
- Its Form ADV reports 5 employees and 124 individual clients, 90 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 320 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bainbridge Island, Washington |
|---|---|
| Website | agatepassinvestment.com |
| Phone | (206) 842-5770 |
Agate Pass Investment Management fees
Agate Pass Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $336 million |
| Individual clients | 34 |
| High-net-worth clients | 90 |
| Accounts managed | 320 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-115003) |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 155049 |