Adair Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Fees for financial planning services are based on a flat rate of $2500 or a rate of up to $250 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Adair Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Adair Wealth Management fees are paid quarterly in advance, with payment due within 10 days from the date of the invoice.”
• “In cases where there are partial fees at the commencement or termination of our agreement, they will be billed or refunded on a pro-rated basis contingent on the number of days.”
• “The remaining balance will be billed in equal installments on a monthly basis until the project is completed.”

How Adair Wealth Management’s fees compare

• Its flat or project fee of $2,500 is below the Washington median of $3,250. 29% of the 103 other Washington planners that publish a flat or project fee charge less.
• 2 of the 13 other planners in Bellevue that publish a flat or project fee charge less.

About Adair Wealth Management

• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

126

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$51,268,375

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285147

Website

adairwealth.com (opens in new tab)

Phone

(206) 607-9281

Can advise clients in 3 states: Arizona, California, Washington

Other planners in Bellevue that publish fees

• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aletheian Wealth Advisors LLCBellevue$265/hr
• An Irrational Mind, LLCBellevue$250/hr
• Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300⁠-⁠$5,000
• Aviso Wealth ManagementBellevueUp to $300/hr, $300⁠-⁠$10,000
• Bellevue Asset Management, LLCBellevue$200/hr

Compare all 49 planners in Bellevue