Blue Mountain Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fixed fee rates range from $2,500 to $5,000, based upon our hourly rate of $250.”

Flat or project fee

$2,500⁠-⁠$5,000

From the same sentence as above.

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

How Blue Mountain Wealth Management bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods based upon the number of days the account was managed during those periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Blue Mountain Wealth Management’s fees compare

• Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the Washington median of $3,250. 56% of the 103 other Washington planners that publish a flat or project fee charge less.

About Blue Mountain Wealth Management

• Principal: Nathan Frerichs
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• 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

1.25% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$847,376

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333256

Website

bluemountainwealthmanagement.com (opens in new tab)

Phone

(509) 301-8701

Other planners in Monroe that publish fees

• Ceg Life Financial ServicesMonroe$250/hr
• 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

Compare all 370 planners in Washington