Firm
Walla Walla Wealth Advisors
Walla Walla, Washington
Fee-only
Facts
| Based in | Walla Walla, Washington |
|---|---|
| Website | wealthadvisorsww.com |
| [email protected] | |
| Phone | (509) 525-6307 |
Walla Walla Wealth Advisors 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
"First $1M: 1.00%" source
"Above $5M: 0.55%" source
"First $1M: 1.00%" source
"Wealth Management Fees (Based on 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 |
|---|---|
| Assets managed | $16 million |
| Individual clients | 2 |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 335162 |