Bellevue Asset Management, LLC fees and pricing
Financial planner in Bellevue, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Bellevue Asset Management, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Fees for planning services are based on an hourly rate of $200.00 per hour, due at time of service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bellevue Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Copies of the fee invoices are mailed to Clients as required.”
- “The remaining balance will be billed in equal installments on a monthly basis until the project is completed.”
- “All invoices are due within 10 days of invoice.”
How Bellevue Asset Management, LLC’s fees compare
- Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
- 3 of the 18 other planners in Bellevue that publish an hourly rate charge less.
About Bellevue Asset Management, LLC
“We also offer financial planning services in conjunction with, or apart from, our asset management services.”
- Firm size: 2 employees.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- 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
- 1.75% a year
- Clients
- 219
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $393,677,615
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129194
- Phone
- (425) 289-1041
Can advise clients in 4 states: California, Oregon, Texas, 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
- Aviso Wealth ManagementBellevueUp to $300/hr, $300-$10,000
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.