Bellingham Capital fees
Financial planner in Bellingham, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Bellingham Capital (Bellingham, WA) charges $275 an hour for financial planning.
- Website: bellinghamcapital.com (opens in new tab)
- Call (360) 685-4240
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change.
- Hourly rate
- $275/hr
Above the Bellingham median of $263; 5 of the 9 other planners in Bellingham that publish an hourly rate charge less. Below the Washington median of $300; 39% of the 149 other planners in Washington charge less.
“BCM offers financial planning and consulting on an hourly basis at $275 per hour and will be billed in quarterhour increments.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
How Bellingham Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for a household portfolio under management by the Advisor are paid monthly in arrears pursuant to the terms of the Agreement.”
- “Fees in the first month of service are prorated from the date of the first deposit into the account to the end of the first month.”
- “Fees are negotiable and may be modified, reduced, or waived at the sole discretion of BCM.”
About Bellingham Capital
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 243
- 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 portfolio management for pooled investment vehicles
- Assets managed
- $149 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 18, 2026
- CRD number
- 151684 (opens in new tab)
- Phone
- (360) 685-4240
Registered or notice filed in 6 states: Arizona, California, Idaho, Iowa, Texas, Washington
Other planners in Bellingham that publish fees
- Brown PCFOBellinghamHourly $250/hr
- Ridge Falls Financial PlanningBellinghamHourly $250/hr
- Flow Financial Planning, L.L.C.BellinghamHourly $500/hr, Flat $11,000-$13,000
- Vail Ridge Capital, LLCBellinghamHourly $225/hr
- Tradewinds Capital Management, LLCBellinghamHourly $150-$225/hr, Flat $1,000-$2,000
- Financial Plan, Inc.BellinghamHourly $500/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.