Firm
Sapling Wealth Management
Seattle, Washington
Fee-only
Sapling 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 2 employees and 22 individual clients, 6 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 52 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | saplingwealth.com |
| Phone | (206) 281-4055 |
Sapling Wealth Management 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.
| Account minimum | None |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"I don’t have minimum levels and my clients dial into the level of service that works for them." source
"I charge a partial payment to begin the planning process and the balance is due when the client receives the plan and is satisfied with the final product." 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 · Fixed fees |
|---|---|
| Assets managed | $93 million |
| Individual clients | 16 |
| High-net-worth clients | 6 |
| Accounts managed | 52 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 155361 |