Firm
Alder Cove Capital
Tukwila, Washington
Fee-only
Facts
| Based in | Tukwila, Washington |
|---|---|
| Website | aldercovecapital.com |
| Phone | (206) 290-0759 |
Alder Cove Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,400 |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Flat fee · Percentage of assets · One-time plans or projects |
In the firm's words
"Flat-fee pricing starting at $2,400 per individual, or $3,000 per household (you + partner/spouse)" source
"with a 0.50% annual advisory fee broken up quarterly" source
"The typical minimum portfolio size is $100K." source
"Flat-fee pricing starting at $2,400 per individual, or $3,000 per household (you + partner/spouse)" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 22 |
| Financial planning | Offered |
| Form ADV filed | April 17, 2026 |
| SEC record | CRD 170147 |