Finomenon Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our annual fee ranges from $950 to $2,750, based on our hourly rate of $300.”

Annual fee

$950⁠-⁠$2,750/yr

From the same sentence as above.

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

How Finomenon Investments LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated based on the number of days the account is managed in the billing period.”
• “If the Adviser charges performance compensation, the invoice will also include the client's cumulative net investment gain (or loss) and the amount of cumulative net investment gain over which you will receive performance compensation.”

How Finomenon Investments LLC’s fees compare

• 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.
• 3 of the 11 other planners in Kirkland that publish an hourly rate charge less.
• Its annual fee of $950-$2,750 is below the Washington median of $7,000. 5% of the 37 other Washington planners that publish an annual fee charge less.
• None of the 3 other planners in Kirkland that publish an annual fee charge less.

About Finomenon Investments LLC

• Principal: Shabrish Menon
• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

16

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$3,117,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330907

Website

finomenon.us (opens in new tab)

Phone

(425) 625-9832

Other planners in Kirkland that publish fees

• Abacus Financial PlanningKirkland$450/hr
• Compass Wealth AdvisorKirkland$150/hr, $500⁠-⁠$5,000
• Concepts Financial Services, LLCKirkland$250/hr
• Gallo Lupo LLCKirkland$300/hr
• Kaizen Financial Advisors, LLCKirkland$500/hr
• North Pine Strategic WealthKirkland$350/hr, $10,000/yr

Compare all 19 planners in Kirkland