Firm
Promenade Wealth
North Bend, Washington
Fee-only
Promenade Wealth 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 42 individual clients, 20 of them high net worth.
- Its average account is about $442,000 (assets it manages divided by its 180 accounts).
- Its hourly rate of $350 is above the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | North Bend, Washington |
|---|---|
| Website | promenadewealth.com |
| Phone | (206) 641-9019 |
Promenade Wealth 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.
| Hourly | $350 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"we offer financial planning and advice on an hourly basis at $350 per hour" source
"1.0% up to $1 million" source
"receiving a percentage of the assets being managed" source
"operates strictly on a tiered fee basis for ongoing planning services" 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 · Hourly |
|---|---|
| Assets managed | $80 million |
| Individual clients | 22 |
| High-net-worth clients | 20 |
| Accounts managed | 180 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 306891 |