Capital Partners Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Planning engagements are assessed in two options: a flat rate of $2500.00 charge or an hourly fee.”

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

How Capital Partners Wealth Management bills

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

• “Our published fees are negotiable, and we typically waive or discount our fee for associates of our advisory firm and their family members.”
• “Fees may be paid by check or draft from US-based financial institutions.”
• “There is not a deposit requirement; the total fee will be due upon delivery of the limited scope plan or advice, and the engagement ends after delivery.”

How Capital Partners Wealth Management’s fees compare

• Its flat or project fee of $2,500 is below the Washington median of $3,250. 29% of the 103 other Washington planners that publish a flat or project fee charge less.

About Capital Partners Wealth Management

• Firm size: 2 employees.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Equity compensation
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

204

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$53,124,575

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291260

Website

presidiofinancialgroup.com (opens in new tab)

Phone

(425) 312-1515

Other planners in Issaquah that publish fees

• Gevers Wealth ManagementIssaquah$25,000/yr
• Kenney Wealth Planning & ManagementIssaquah$295/hr, $2,950
• Kirwin Financial LLCIssaquah$275/hr, $3,500/yr
• Prism Financial Planning, LLCIssaquah$400/hr
• Steelhead Capital Management LLCIssaquah$250/hr, $500/qtr
• Wright Wealth Management, LLCIssaquah$250/hr

Compare all 8 planners in Issaquah