Firm
WealthCollab
Bellevue, Washington
Fee-only
WealthCollab at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 68 individual clients, 48 of them high net worth.
- Its average account is about $764,000 (assets it manages divided by its 414 accounts).
- Its ongoing planning fee starts at $19,800 a year, above the Washington median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | wealthcollab.com |
| [email protected] | |
| Phone | (206) 456-6171 |
WealthCollab fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $19,800 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$19,800 per year" source
"Recognizing this, we are a fixed fee advisor." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $316 million |
| Individual clients | 20 |
| High-net-worth clients | 48 |
| Accounts managed | 414 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-122488) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 269840 |