Deleon Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly fee for calculating these services is $200.”

Flat or project fee

$5,000⁠-⁠$10,000

“Services are offered based on a flat fee between $5,000 and $10,000.”

Quarterly fee

$9,250/qtr

“This would result in a total quarterly fee of $9,250.”

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

How Deleon Wealth LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The financial planning fee is negotiable.”

How Deleon Wealth LLC’s fees compare

• Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 2 other planners in Kennewick that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the Washington median of $3,250. 83% of the 103 other Washington planners that publish a flat or project fee charge less.

About Deleon Wealth LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

37

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$20,212,066

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334043

Website

deleonwealth.com (opens in new tab)

Phone

(208) 771-3916

Can advise clients in 5 states: Idaho, North Carolina, Texas, Utah, Washington

Other planners in Kennewick that publish fees

• Monson Wealth Management, Inc.Kennewick$500/hr
• Petersen Hastings Wealth Advisors, Inc.Kennewick$400/hr, $350/mo
• 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 6 planners in Kennewick