Firm
Concepts Financial Services
Kirkland, Washington
Fee-only
Concepts Financial Services 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 94 individual clients, 4 of them high net worth.
- Its average account is about $168,000 (assets it manages divided by its 136 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Kirkland, Washington |
|---|---|
| Phone | (425) 681-1715 |
Concepts Financial Services fees
Concepts Financial Services 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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $23 million |
| Individual clients | 90 |
| High-net-worth clients | 4 |
| Accounts managed | 136 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 305925 |