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Firm

Wide Eye Capital

Vancouver, Washington

Fee-only

Wide Eye Capital 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 28 individual clients, 10 of them high net worth.
  • Its average account is about $192,000 (assets it manages divided by its 57 accounts).
  • Its website says it's taking new clients.

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Based inVancouver, Washington
Websitewideeyecapital.com
Phone(360) 525-8674

Wide Eye Capital fees

Wide Eye Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$11 million
Individual clients18
High-net-worth clients10
Accounts managed57
Employees1
Planning clients26-50
Financial planningOffered
Form ADV filedMarch 8, 2026
SEC recordCRD 322886

Advisors at this firm (1)