Adele Brady Bolson CPA PS fees
Financial planner in Bellevue, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 1, 2026, Adele Brady Bolson CPA PS (Bellevue, WA) charges up to $325 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change.
- Hourly rate
- Up to $325/hr
Can go up to $325; the Bellevue median is $283. Can go up to $325; the Washington median is $300.
“The amount of the bill will be based on time spent at an hourly rate of up to $325 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- 2 employees
- Registered since
- 2000 (26 years)
How Adele Brady Bolson CPA PS bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The clients who have chosen to maintain accounts at Schwab Institutional, listing us as investment adviser, may choose to be billed a flat quarterly amount, which is agreed upon in advance.”
- “Such fees are billed quarterly, in advance.”
- “Clients who do not choose to be billed a flat quarterly amount, and clients who do not maintain accounts at Schwab Institutional, listing us an investment adviser, are billed after the services are rendered.”
About Adele Brady Bolson CPA PS
“We provide advice on a variety of personal financial planning issues, including tax planning, investment planning, estate planning, debt management, risk management, personal record keeping, and spending control.”
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 1, 2026
- CRD number
- 116392 (opens in new tab)
- Phone
- (425) 289-2200
Other planners in Bellevue that publish fees
- Mainsail Financial GroupBellevueFlat $2,000-$10,000
- Asymmetric Advantage Capital Management, LLCBellevueHourly $300/hr, Flat $300-$5,000
- Steward Capital LLC.BellevueFlat $300, Annual $3,000-$10,000/yr
- Williams 360 Financial Advisory, LLCBellevueHourly up to $250/hr
- An Irrational Mind, LLCBellevueHourly $250/hr
- Get Rich Slowly LLCBellevueMonthly $215/mo, Annual $2,064/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.