Firm
Intirety
Bellevue, Washington
Fee-only
Intirety at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 4 employees and 650 individual clients, 20 of them high net worth.
- Its average account is about $89,000 (assets it manages divided by its 1,120 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | opalws.com |
| Phone | (425) 505-0400 |
Intirety fees
Intirety doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $100 million |
| Individual clients | 630 |
| High-net-worth clients | 20 |
| Accounts managed | 1,120 |
| Employees | 4 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 306315 |