Greene Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“These fees are negotiable, but generally range from $1,000 to $5,000 on a fixed fee basis and/or from $250 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$1,000⁠-⁠$5,000

From the same sentence as above.

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

How Greene Wealth Management, LLC bills

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

• “Generally, GWM requires one-half of the financial planning / consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “If assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable with respect to such assets will not be adjusted or prorated based on the number of days remaining in the quarter.”

How Greene Wealth Management, LLC’s fees compare

• Its hourly rate of $250-$500 spans the Washington median of $300. 78% of the 216 other Washington planners that publish an hourly rate charge less.
• 26 of the 38 other planners in Seattle that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Washington median of $3,250. 45% of the 103 other Washington planners that publish a flat or project fee charge less.
• 4 of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Greene Wealth Management, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2005 (21 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

1% a year

Clients

377

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$1,408,884,946

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

137810

Website

linkedin.com/company/greene-wealth-management-llc/about (opens in new tab)

Phone

(206) 623-2200

Can advise clients in 7 states: Arizona, California, Florida, Idaho, Oregon, 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

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