Harbour Investment Management L.L.C. fees and pricing
Financial planner in Edmonds, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Harbour Investment Management L.L.C. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“An additional hourly rate of $200 per hour may be charged if there are multiple planning scenarios, further changes, and/or supplemental meetings.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Harbour Investment Management L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Most clients authorize Harbour to directly debit fees from client accounts but may elect to be billed directly for fees.”
How Harbour Investment Management L.L.C.’s fees compare
- Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
- None of the 3 other planners in Edmonds that publish an hourly rate charge less.
About Harbour Investment Management L.L.C.
“Harbour Investment Management, LLC provides regular and continuous management and supervision of assets as well as financial planning primarily to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations and corporations.”
- Principal: Aalok Shah
- Firm size: 6 employees.
- Registered as an adviser: 1991 (35 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
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
- 0.8% a year
- Clients
- 177
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $381,560,275
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111166
- Phone
- (425) 742-1557
Can advise clients in 5 states: California, New Hampshire, Oregon, Texas, Washington
Other planners in Edmonds that publish fees
- Pacific Sage Partners, LLCEdmonds$100-$500/hr, $20/mo
- TFS Advisors, LLCEdmonds$350/hr, $2,500
- Twight Financial Education, LLCEdmonds$200/hr
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/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.