Firm
Sophos Wealth Management
Woodinville, Washington
Fee-only
Sophos 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 1 employee and 18 individual clients, 6 of them high net worth.
- Its average account is about $257,000 (assets it manages divided by its 68 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Woodinville, Washington |
|---|---|
| Website | sophoswm.com |
| Phone | (425) 954-6365 |
Sophos 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Under $1,500,000 1.00%" source
"The standard annual advisory fee is based on the market value of assets under management." 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 | $18 million |
| Individual clients | 12 |
| High-net-worth clients | 6 |
| Accounts managed | 68 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 313667 |