Aletheian Wealth Advisors

Aletheian Wealth Advisors at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 6 employees and 105 individual clients, 69 of them high net worth.
• Its average account is about $756,000 (assets it manages divided by its 546 accounts).

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Aletheian Wealth Advisors fees

Aletheian Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (5)

• Joshua Betts

  CFP · CFA

• Kevin Erwert

  CFP

• Randy Siegel

  CFP

• Steven Kleyn

  CFA

• Sylvia Gilmore