Firm
Paysse Jennison
Mercer Island, Washington
Fee-only
Paysse Jennison at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 30 individual clients, 17 of them high net worth.
- Its average account is about $615,000 (assets it manages divided by its 105 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Mercer Island, Washington |
|---|---|
| Website | payssejennison.com |
| Phone | (206) 236-7343 |
Paysse Jennison fees
Paysse Jennison doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, percentage of assets. 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 | $65 million |
| Individual clients | 13 |
| High-net-worth clients | 17 |
| Accounts managed | 105 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-66951) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 116752 |