Capital Advisors Wealth Management fees and pricing

Published fees

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

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$5,000

“Flat fees will not exceed $5,000.”

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

How Capital Advisors Wealth Management bills

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

• “Annualized fees are billed on a prorata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management.”

How Capital Advisors 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 $5,000 is above the Washington median of $3,250. 67% of the 103 other Washington planners that publish a flat or project fee charge less.

About Capital Advisors Wealth Management

• Firm size: 10 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

1.25% a year

Clients

993

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$1,112,135,839

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309387

Website

linkedin.com/company/capital-advisors-wealth-management (opens in new tab)

Phone

(509) 469-5030

Can advise clients in 9 states: Alaska, Alabama, Arizona, California, Idaho, Montana, Oregon, Texas, Washington

Other planners in Yakima that publish fees

• Leonard Rickey Investment Advisors, P.L.L.C.Yakima$50⁠-⁠$300/hr, $250⁠-⁠$2,000
• Surience Private Wealth LLCYakima$20,000/yr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 4 planners in Yakima