Firm
Leeward Financial Partners
Bellevue, Washington
Fee-only
Leeward Financial Partners at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 3 employees and 241 individual clients, 187 of them high net worth.
- Its average account is about $661,000 (assets it manages divided by its 607 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | leewardfp.com |
| [email protected] | |
| Phone | (206) 718-6644 |
Leeward Financial Partners fees
Leeward Financial Partners 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 | $401 million |
| Individual clients | 54 |
| High-net-worth clients | 187 |
| Accounts managed | 607 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-119921) |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 288779 |