Private Wealth Management Solutions

Private Wealth Management Solutions at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 34 individual clients, 13 of them high net worth.
• Its average account is about $297,000 (assets it manages divided by its 147 accounts).

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Private Wealth Management Solutions fees

Private Wealth Management Solutions 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

Advisors at this firm (1)

• Bradley Van Vechten

  CFP · ChFC