Brighton Jones LLC fees and pricing
Financial planner in Seattle, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Brighton Jones LLC charges $150-$300 an hour, a flat or project fee of $5,000-$25,000, and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Typically, these engagements involve a fixed fee (generally ranging between $5,000 and $25,000) and an hourly component (generally ranging between $150 and $300 per hour) subject to the terms and conditions of the agreement between the client and OpenPlan.”
- Flat or project fee
- $5,000-$25,000
From the same sentence as above.
- Annual fee
- $10,000/yr
“Brighton Jones generally imposes a minimum annual fee of $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brighton Jones LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The terms and conditions of the retirement plan / pension consulting services engagement, including the negotiable fee, shall be set forth in an agreement between OpenPlan and the plan sponsor.”
- “The fee is a one-time payment assessed and collected in advance at the applicable closing(s).”
- “The Real Estate Consulting Services Fee will be separate from and in addition to any other fees payable to Brighton Jones or third parties under the Personal CFO Services Agreement.”
How Brighton Jones LLC’s fees compare
- Its hourly rate of $150-$300 is below the Washington median of $300. 21% of the 216 other Washington planners that publish an hourly rate charge less.
- 3 of the 38 other planners in Seattle that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$25,000 is above the Washington median of $3,250. 93% of the 103 other Washington planners that publish a flat or project fee charge less.
- 17 of the 18 other planners in Seattle that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the Washington median of $7,000. 59% of the 37 other Washington planners that publish an annual fee charge less.
- 3 of the 8 other planners in Seattle that publish an annual fee charge less.
About Brighton Jones LLC
- Firm size: 316 employees.
- Registered as an adviser: 2000 (26 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 3,585
- Employees
- 316
- Works with
- Individuals, high net worth individuals, investment companies, pooled investment vehicles, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $18,879,719,548
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108601
- Phone
- (206) 258-5000
Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Other planners in Seattle that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- Alta Via Financial PlanningSeattle$450/hr
- Arrivity Financial PlanningSeattle$400/hr
- BBJS Financial Advisors, LLCSeattle$132-$416/hr
- Breakwater Investment ManagementSeattle$350/hr, $2,500-$20,000
- Cadence Wealth Management, LLCSeattle$250/hr, $1,000-$5,000
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.