Boone Wealth Advisors, LLC fees and pricing
Financial planner in Bellevue, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Boone Wealth Advisors, LLC charges a flat or project fee of $1,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$7,500
“Our flat fees range from $2,000 - $7,500 with a minimum fee of $1,500 for written financial plans.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boone Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “It is not until the second meeting that we begin tracking billed hours.”
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Fees are negotiable in certain circumstances for legacy clients, employees, and their family members.”
How Boone Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $1,500-$7,500 spans the Washington median of $3,250. 64% of the 103 other Washington planners that publish a flat or project fee charge less.
- 9 of the 13 other planners in Bellevue that publish a flat or project fee charge less.
About Boone Wealth Advisors, LLC
“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Firm size: 9 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Charitable giving
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
- 305
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $506,779,239
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116682
- Phone
- (425) 462-6406
Can advise clients in 6 states: Arizona, California, Louisiana, 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
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