Firm
Wealth-Builders
Bellevue, Washington
Fee-only
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | wealth-builders.com |
| Phone | (206) 940-9010 |
Wealth-Builders 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 |
In the firm's words
"billed at our current hourly fee of $350" source
"Our fee is 1% annually for assets up to $1M." source
"Our fee is 1% annually for assets up to $1M." 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 | $113 million |
| Individual clients | 55 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 116987 |