Firm
Northern Capital
Spokane, Washington
Fee-only
Northern Capital at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 10 advisors are listed here; 6 of 10 hold the CFP.
- Its Form ADV reports 11 employees and 706 individual clients, 148 of them high net worth.
- Its average account is about $492,000 (assets it manages divided by its 1,866 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Spokane, Washington |
|---|---|
| Website | northernwelcome.com |
| Phone | (509) 456-2526 |
Northern Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"1% on assets under $3,000,000" source
"Our standard annual rate is graduated with no minimum." source
"Our standard annual rate is graduated with no minimum." 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 · Fixed fees |
|---|---|
| Assets managed | $918 million |
| Individual clients | 558 |
| High-net-worth clients | 148 |
| Accounts managed | 1,866 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-44942) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 111379 |