Foresee Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The negotiated hourly fee for these services is $150.”

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Foresee Wealth Advisors bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of FCW's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of FCW’s fees, within five business days of signing the Financial Planning Agreement.”

How Foresee Wealth Advisors’ fees compare

• Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 18 other planners in Bellevue that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Washington median of $3,250. 39% of the 103 other Washington planners that publish a flat or project fee charge less.
• 5 of the 13 other planners in Bellevue that publish a flat or project fee charge less.

About Foresee Wealth Advisors

• Firm size: 2 employees.
• Registered as an adviser: 2025.

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

1.25% a year

Clients

158

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$146,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

333296

Website

foreseewealth.com (opens in new tab)

Phone

(425) 943-6875

Can advise clients in 3 states: Arizona, Minnesota, 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

Compare all 49 planners in Bellevue