Firm
Mainsail Financial Group
Bellevue, Washington
Fee-only
Mainsail Financial Group at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 10 employees and 424 individual clients, 132 of them high net worth.
- Its average account is about $279,000 (assets it manages divided by its 1,448 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | mainsailfg.com |
| [email protected] | |
| Phone | (425) 502-7693 |
Mainsail Financial Group fees
Mainsail Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $404 million |
| Individual clients | 292 |
| High-net-worth clients | 132 |
| Accounts managed | 1,448 |
| Employees | 10 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-123307) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 317970 |