Aksum Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Engagements for hourly financial planning are available at a charge of $150 per hour and will be calculated in 15min increments.”

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

How Aksum Wealth, LLC bills

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

• “The charge is required at the conclusion of the engagement or, if the engagement will run more than 30 days, may be invoiced at the end of each month.”
• “Or Clients also have the option to pay advisory fees either through check or credit card.”

How Aksum Wealth, LLC’s fees compare

• Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Aksum Wealth, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322316

Phone

(206) 595-6476

Other planners in Lynnwood that publish fees

• Fempire Mindset LLCLynnwood$350/hr, $3,500
• Wayfinding Financial, LLCLynnwood$1,000⁠-⁠$2,000
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 4 planners in Lynnwood