Firm
Hamrick Investment Counsel
Seattle, Washington
Fee-only
Hamrick Investment Counsel at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 2 employees and 99 individual clients, 55 of them high net worth.
- Its average account is about $959,000 (assets it manages divided by its 312 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | hamrickinvestment.com |
| [email protected] | |
| Phone | (206) 441-9911 |
Hamrick Investment Counsel 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 | 0.8% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"First $2,000,000 0.8%" source
"Minimum Account Size: $500,000" source
"provides investment management and financial planning services on the basis of a percentage of assets under management." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $299 million |
| Individual clients | 44 |
| High-net-worth clients | 55 |
| Accounts managed | 312 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-79347) |
| Financial planning | Offered |
| Form ADV filed | April 9, 2026 |
| SEC record | CRD 116314 |