Aletheian Wealth Advisors LLC fees and pricing
Financial planner in Bellevue, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 5, 2026, Aletheian Wealth Advisors LLC charges $265 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $265/hr
“Billed as an average of $265.00 per hour with a minimum engagement of 20 hours.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aletheian Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Thereafter, clients may terminate the contract immediately upon written notice. 4 Fees are collected quarterly in advance, based upon the value of the account(s) on the last day of the prior month.”
- “Depending upon the anticipated duration of services, fees may be prorated into quarterly installments or collected in whole.”
- “Clients may select the method in which they are billed.”
How Aletheian Wealth Advisors LLC’s fees compare
- Its hourly rate of $265 is below the Washington median of $300. 45% of the 216 other Washington planners that publish an hourly rate charge less.
- 9 of the 18 other planners in Bellevue that publish an hourly rate charge less.
About Aletheian Wealth Advisors LLC
- Firm size: 6 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 105
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $412,522,414
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304623
- Phone
- (425) 458-2840
Can advise clients in 5 states: Arizona, California, Tennessee, Texas, Washington
Other planners in Bellevue that publish fees
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- 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
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.