Firm
Broadview Wealth Management
Kirkland, Washington
Fee-only
Broadview Wealth Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 74 individual clients, 32 of them high net worth.
- Its average account is about $2.0 million (assets it manages divided by its 78 accounts).
- Its ongoing planning fee starts at $1,500 a year, below the Washington median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Kirkland, Washington |
|---|---|
| Website | broadviewwealth.com |
| Phone | (425) 326-1120 |
Broadview Wealth Management 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.
| Ongoing planning | From $1,500 a year |
|---|---|
| One-time plan | From $1,500 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"BWM charges a minimum fee for service of $1,500 per year ($375 per quarter)." source
"We offer this service for $1,500 and clients will receive a comprehensive financial plan and financial plan review for this standalone service." source
"up to $750,000 1.00%" source
"We typically engage with people who have $500,000 or more in investable assets." 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 · Fixed fees |
|---|---|
| Assets managed | $155 million |
| Individual clients | 42 |
| High-net-worth clients | 32 |
| Accounts managed | 78 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131458) |
| Financial planning | Offered |
| Form ADV filed | April 3, 2026 |
| SEC record | CRD 174429 |