Firm
Middleton & Company
Vancouver, Washington
Fee-only
Middleton & Company at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 115 individual clients, 43 of them high net worth.
- Its average account is about $338,000 (assets it manages divided by its 388 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Vancouver, Washington |
|---|---|
| Website | middletonand.co |
| [email protected] | |
| Phone | (360) 524-3517 |
Middleton & Company fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $7,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"This service has a one-time upfront planning fee of $7,500." source
"First $1,000,000 1.00%" source
"We have a minimum of $500,000 investable assets." source
"Our fees are charged as 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 |
|---|---|
| Assets managed | $131 million |
| Individual clients | 72 |
| High-net-worth clients | 43 |
| Accounts managed | 388 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131399) |
| Financial planning | Offered |
| Form ADV filed | April 24, 2026 |
| SEC record | CRD 284996 |