Emerald Advisors, LLC fees and pricing
Financial planner in Bellevue, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 27, 2026, Emerald Advisors, LLC charges an annual fee of $250-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $250-$6,000/yr
“TIER Diamond Sapphire Emerald Ruby ANNUAL FEE $3,000 $3,000 $6,000 Negotiated Retainer Fee MONTHLY DEBIT $250 $250 $500 As agreed In addition to these membership levels, the Firm may agree to customized flat or project‑based fees for clients with unique or highly complex needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Emerald Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Stand‑alone planning memberships are generally billed as flat annual fees, payable monthly, and are organized into membership levels that reflect the scope and intensity of planning and family office support provided.”
- “The Investment Management Fee is prorated and charged monthly, in advance, based upon the market value of the assets being managed by Emerald Advisors as of the last day of the previous month.”
- “Upon termination of the advisory agreement, the fee for the final billing period is prorated through the effective date of termination, and any unearned portion is refunded to the client.”
How Emerald Advisors, LLC’s fees compare
- Its annual fee of $250-$6,000 is below the Washington median of $7,000. 19% of the 37 other Washington planners that publish an annual fee charge less.
About Emerald Advisors, LLC
“Emerald Advisors LLC (“Emerald Advisors” or the “Firm”), which also does business as “The Smith Group” and “The Smith Group Multi-Family Office,” offers a variety of family office advisory services, which include financial planning, consulting, and investment management services.”
- Firm size: 10 employees.
- Registered as an adviser: 2019 (7 years).
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
- 0.9% a year
- Clients
- 215
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $941,396,697
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305125
- Phone
- (425) 458-3853
Can advise clients in 16 states: California, Colorado, District of Columbia, Georgia, Illinois, Louisiana, Maryland, Michigan, Minnesota, Nebraska, New York, Ohio, Texas, Utah, Virginia, Washington
Other planners in Bellevue that publish fees
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- Aletheian Wealth Advisors LLCBellevue$265/hr
- An Irrational Mind, LLCBellevue$250/hr
- Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300-$5,000
- Aviso Wealth ManagementBellevueUp to $300/hr, $300-$10,000
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.