Business Wise Insurance, PLLC fees and pricing

Financial planner in Snohomish, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 24, 2026, Business Wise Insurance, PLLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Business Wise offers financial planning services on an hourly basis for $150 per hour.”

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

“The investment management fee in the first quarter of services is prorated from the inception date of the account to the end of the first calendar quarter.”
“Upon termination, the advisor will promptly refund any unearned, prepaid quarterly, investment management fees as of the effective date of termination to the end of the quarter.”
“We will also refund the financial planning services fee paid separately from the fees collected with the IASA to any client who is not satisfied with the Services and requests a refund in writing within ninety (90) days after delivery of the Services.”

Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2019 (7 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.5% a year
Clients: 4
Employees: 1
Works with: Individuals and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $4,733,934
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 297580
Website: business-wize.com (opens in new tab)
Phone: (425) 595-5158

Can advise clients in 4 states: Florida, Louisiana, Utah, Washington

Is something on this page wrong or out of date?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.