Emerald Advisors

Emerald Advisors at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 4 advisors are listed here; 1 of 4 hold the CFP.
• Its Form ADV reports 11 employees and 215 individual clients, 151 of them high net worth.
• Its average account is about $958,000 (assets it manages divided by its 983 accounts).

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

Facts

Emerald Advisors fees

Emerald 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 (4)

• Emily Weed

  CFP

• Matthew Hill

  CFA

• Michael McFerran

  ChFC

• Michael Smith