Arrowstone Wealth, LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“Our hourly rate is $300, and our total engagement fee typically ranges from $5,000 to $10,000.”

Flat or project fee

$2,000

“Plans with less than $500,000 will be charged a flat fee of $2,000.”

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

How Arrowstone Wealth, LLC bills

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

• “This fee schedule is negotiable under certain circumstances.”
• “Our portfolio management fees are charged in advance of the service.”
• “For accounts closed during a calendar quarter, you will be provided with a prorated refund of the pre-paid and unearned fees within 30 days of the date of termination.”

How Arrowstone Wealth, LLC’s fees compare

• Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Washington median of $3,250. 25% of the 103 other Washington planners that publish a flat or project fee charge less.

About Arrowstone Wealth, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.35% a year

Minimum

$2,000,000 in assets (stated in brochure)

Clients

45

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

$53,118,989

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172147

Website

x.com/CodyGunnAdvisor (opens in new tab)

Phone

(509) 699-3144

Other planners in Washington that publish fees

• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aksum Wealth, LLCLynnwood$150/hr

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