Fulcrum Wealth Advisors, LLC fees and pricing
Financial planner in Bellevue, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 30, 2026, Fulcrum Wealth Advisors, LLC charges $350 an hour and a monthly fee of $20 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Except as noted, Fees for Financial Planning & Consulting are based upon the amount of time it takes to complete your plan or provide the consulting services at an hourly rate of $350 per hour.”
- Monthly fee
- $20/mo
“We provide ERISA Consulting Services for $20 per month (no hourly fee).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fulcrum Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be charged in advance, meaning that the fee will be collected at the beginning of the quarter.”
- “In the event the account is not available for electronically debiting the fee, Advisor will send a check to the most recent address of record for the Client.”
How Fulcrum Wealth Advisors, LLC’s fees compare
- Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
- 13 of the 18 other planners in Bellevue that publish an hourly rate charge less.
About Fulcrum Wealth Advisors, LLC
“In connection with our investment management services, we also provide wealth management based on client needs.”
- Firm size: 3 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
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
- 143
- Employees
- 3
- 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
- $208,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169277
- Phone
- (425) 250-6280
Can advise clients in 4 states: Illinois, New York, Texas, 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.