Firm
Park Wealth Management
Federal Way, Washington
Fee-only
Park Wealth Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 66 individual clients.
- Its average account is about $178,000 (assets it manages divided by its 66 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Federal Way, Washington |
|---|---|
| Phone | (206) 212-6455 |
Park Wealth Management fees
Park Wealth Management 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 | $12 million |
| Individual clients | 66 |
| Accounts managed | 66 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 151633 |