Byrne & Company Wealth Management, LLC fees and pricing
Financial planner in Olympia, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Byrne & Company Wealth Management, LLC charges $325 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“Planning/Investment Consulting Services are charged a non-negotiable hourly rate of $325.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Byrne & Company Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is billed on a pro rata basis each quarter, in advance, and is based on the value of the account on the last day of the previous quarter.”
- “In limited circumstances, clients may also pay fees via check directly to us.”
- “Any fees accrued but not yet charged will be pro-rated and billed based on the date of termination.”
How Byrne & Company Wealth Management, LLC’s fees compare
- Its hourly rate of $325 is above the Washington median of $300. 65% of the 216 other Washington planners that publish an hourly rate charge less.
About Byrne & Company Wealth Management, LLC
“We refer to current and prospective clients of ByrneWM as “you,” “your,” or “client.” TYPES OF ADVISORY SERVICES ByrneWM offers Investment Management, Financial Planning, and Qualified Retirement Plan Services.”
- Principal: Kevin Byrne
- Firm size: 2 employees.
- Founded: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 136
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $142,935,403
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 160581
- Phone
- (360) 338-0645
Can advise clients in 2 states: Texas, Washington
Other planners in Olympia that publish fees
- Prentice Financial Planning, LLCOlympia$35-$6,350
- Sustain Financial Inc.Olympia$200/hr, $1,500
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
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.