Aviso Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

Up to $300/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $0 to $300 per hour or in certain circumstances a flat fee ranging from $300 to $10,000 depending upon the specific arrangement reached with the client.”

Flat or project fee

$300⁠-⁠$10,000

From the same sentence as above.

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

How Aviso Wealth Management bills

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

• “The Firm has accounts with advisory agreements established prior to 2007 where the fees are billed in arrears.”
• “Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter.”
• “The Firm has accounts with advisory agreements established prior to 2007 where the fees are billed in arrears.”

How Aviso Wealth Management’s fees compare

• Its hourly rate of up to $300 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 18 other planners in Bellevue that publish an hourly rate charge less.
• Its flat or project fee of $300-$10,000 spans the Washington median of $3,250. 71% of the 103 other Washington planners that publish a flat or project fee charge less.
• 10 of the 13 other planners in Bellevue that publish a flat or project fee charge less.

About Aviso Wealth Management

• Firm size: 9 employees.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

2% a year

Clients

913

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$621,295,558

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108146

Website

avisowealthmanagement.com (opens in new tab)

Phone

(877) 633-1210

Can advise clients in 26 states: Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Massachusetts, Maryland, Maine, Michigan, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington

Other planners in Bellevue that publish fees

• Adair Wealth ManagementBellevue$2,500
• 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
• Bellevue Asset Management, LLCBellevue$200/hr

Compare all 49 planners in Bellevue