Cultivate Wealth LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated August 4, 2026, Cultivate Wealth LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The fee is based on a percentage of assets under advisement/management and is negotiable.”
“For householding fees, the accounts that are aggregated will be documented on the Client’s invoice provided to the Client.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods based upon the number of days the account was managed during those periods.”

Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.

Principal: Steven Olds
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $3,113,545
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331851
Website: cultivatewealthwashington.com (opens in new tab)
Phone: (509) 844-8352

Is something on this page wrong or out of date?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