Firm
Vega Financial
Mercer Island, Washington
Fee-only
Vega Financial at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 121 individual clients, 28 of them high net worth.
- Its average account is about $492,000 (assets it manages divided by its 121 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Mercer Island, Washington |
|---|---|
| Website | vega-financial.com |
| Phone | (206) 883-8342 |
Vega Financial fees
Vega Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. 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 |
|---|---|
| Assets managed | $60 million |
| Individual clients | 93 |
| High-net-worth clients | 28 |
| Accounts managed | 121 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 312036 |