Gevers Wealth Management fees and pricing
Financial planner in Issaquah, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Gevers Wealth Management charges an annual fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $25,000/yr
“Ongoing Consulting fees are paid monthly and in advance, but in no case will exceed $25,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gevers Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory Fees will be charged quarterly and in advance, based on the value of the AUM at the end of the previous quarter.”
- “Our Advisory Fee is charged on a tiered or blended fee schedule, meaning the AUM is billed at the rate that corresponds to the level of AUM shown on the fee schedule.”
- “Hourly fees are paid on an interim basis or upon completion of the engagement, following an invoice being sent to the client.”
How Gevers Wealth Management’s fees compare
- Its annual fee of $25,000 is above the Washington median of $7,000. 97% of the 37 other Washington planners that publish an annual fee charge less.
- 2 of the 2 other planners in Issaquah that publish an annual fee charge less.
About Gevers Wealth Management
“Gevers provides investment management services through its Wealth Management program. Additionally, Gevers provides direct financial advice and recommendations through our Financial Consulting program.”
- Principal: William Gevers
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
- Charitable giving
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
- 167
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $223,697,704
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340092
- Phone
- (425) 902-4840
Can advise clients in 5 states: Arizona, California, Louisiana, Texas, Washington
Other planners in Issaquah that publish fees
- Capital Partners Wealth ManagementIssaquah$2,500
- Kenney Wealth Planning & ManagementIssaquah$295/hr, $2,950
- Kirwin Financial LLCIssaquah$275/hr, $3,500/yr
- Prism Financial Planning, LLCIssaquah$400/hr
- Steelhead Capital Management LLCIssaquah$250/hr, $500/qtr
- Wright Wealth Management, LLCIssaquah$250/hr
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.