Firm
Convexity Wealth Management
Seattle, Washington
Fee-only
Convexity Wealth Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 94 individual clients, 24 of them high net worth.
- Its average account is about $673,000 (assets it manages divided by its 95 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | convexitywealth.com |
| Phone | (206) 395-5697 |
Convexity 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.
| Asset-based fee | 0.32% to 0.5% a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"Pre-tax accounts (traditional IRAs, 401(k) rollovers, and similar retirement vehicles) are managed at approximately 0.32%" source
"Post-tax accounts are managed at 0.50% annually." source
"We do not require a minimum account size" source
"One advisory fee on assets we manage. No platform fees, no trading commissions, no separate planning charge." 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 |
|---|---|
| Assets managed | $64 million |
| Individual clients | 70 |
| High-net-worth clients | 24 |
| Accounts managed | 95 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 12, 2026 |
| SEC record | CRD 327183 |