Goldbloom Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Hourly engagements range from $150-$350 (junior or para-planner) to $500 (senior planner), with a maximum fee of $500 per hour.”

Flat or project fee

$1,000⁠-⁠$20,000

“Depending upon the complexity of the situation and the needs of the client, the fee for creating client financial plans and/or providing financial planning is generally between $1,000 and $20,000 but could be higher.”

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

How Goldbloom Wealth Management LLC bills

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

• “However, for the initial quarter the client engages GWM, fees are charged on a prorated basis in arrears based on the market value of the client’s account(s) on the last business day of the initial quarter.”
• “Adjustments for significant contributions to a client’s portfolio are prorated for the quarter in which the change occurs; adjustments will be made for withdrawals in excess of $10,000.”
• “Financial planning services may be billed a flat fee or an hourly fee.”

How Goldbloom Wealth Management LLC’s fees compare

• Its hourly rate of $500 is above the Washington median of $300. 95% of the 216 other Washington planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Mercer Island that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Washington median of $3,250. 85% of the 103 other Washington planners that publish a flat or project fee charge less.

About Goldbloom Wealth Management LLC

• Firm size: 7 employees.
• Registered as an adviser: 2010 (16 years).

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

2% a year

Clients

145

Employees

7

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

$100,773,272

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153678

Website

gwmteam.com (opens in new tab)

Phone

(206) 528-2001

Other planners in Mercer Island that publish fees

• DLK Investment Advisors, LLCMercer Island$250⁠-⁠$500/hr, $3,000/yr
• Mercer Island Capital Management, LLCMercer Island$250/hr, $4,375⁠-⁠$17,500/qtr
• Paysse Jennison Financial Advisors, Paysse JennisonMercer Island$175/hr
• The Planner's Edge LLCMercer Island$300/hr, $1,500⁠-⁠$50,000
• Vega Financial LLCMercer Island$400/hr

Compare all 8 planners in Mercer Island