Firm
Millennial Wealth, LLC
Bellevue, Washington
Fee-only
Millennial Wealth, LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 229 individual clients, 102 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 229 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | millennialwealthllc.com |
| [email protected] | |
| Phone | (206) 207-8426 |
Millennial Wealth, LLC fees
Millennial Wealth, LLC 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 · Fixed fees |
|---|---|
| Assets managed | $279 million |
| Individual clients | 127 |
| High-net-worth clients | 102 |
| Accounts managed | 229 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129376) |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 289970 |