Zetlmaier Wealth Management LLC 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 83 individual clients, 22 of them high net worth.
- Its average account is about $382,000 (assets it manages divided by its 116 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| [email protected] | |
| Phone | (206) 235-6538 |
Questions about Zetlmaier Wealth Management LLC
How is Zetlmaier Wealth Management LLC paid?
Zetlmaier Wealth Management LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Zetlmaier Wealth Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Zetlmaier Wealth Management LLC.
What is the average account at Zetlmaier Wealth Management LLC?
Zetlmaier Wealth Management LLC's average account is about $382,000. That's the assets on its Form ADV divided by its 116 accounts.
Zetlmaier Wealth Management LLC fees
Zetlmaier Wealth Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $44 million |
| Individual clients | 61 |
| High-net-worth clients | 22 |
| Accounts managed | 116 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 327128 |