Fulcrum Capital, LLC fees and pricing
Financial planner in Seattle, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Fulcrum Capital, LLC charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“Notwithstanding the schedule above, we assess a minimum annual fee of $20,000 per billing relationship, not additive to the standard tiered fee schedule in the IAA.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fulcrum Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In consideration for our services, Clients pay us a fee monthly in arrears.”
- “Fees will be prorated for partial months, if applicable.”
- “The fee adjustment will be assessed or refunded at month-end and prorated as of the date of the flow.”
How Fulcrum Capital, LLC’s fees compare
- Its annual fee of $20,000 is above the Washington median of $7,000. 89% of the 37 other Washington planners that publish an annual fee charge less.
- 8 of the 8 other planners in Seattle that publish an annual fee charge less.
About Fulcrum Capital, LLC
- Firm size: 13 employees.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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% a year
- Minimum
- $20,000 minimum fee (stated in brochure)
- Clients
- 296
- Employees
- 13
- Works with
- High net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,075,250,046
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145322
- Phone
- (206) 223-9790
Can advise clients in 3 states: California, Texas, Washington
Other planners in Seattle that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- Alta Via Financial PlanningSeattle$450/hr
- Arrivity Financial PlanningSeattle$400/hr
- BBJS Financial Advisors, LLCSeattle$132-$416/hr
- Breakwater Investment ManagementSeattle$350/hr, $2,500-$20,000
- Brighton Jones LLCSeattle$150-$300/hr, $5,000-$25,000
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.