Hohimer 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

$150⁠-⁠$500/hr

“The hourly fee rate ranges between $150–$500 depending on the complexity of the services to be provided.”

Flat or project fee

$50,000

“The maximum fee charged for financial planning services is $50,000.”

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

How Hohimer Wealth Management, LLC bills

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

• “Clients may elect to be billed directly for fees or to authorize HWM to directly debit fees from the client’s portfolio accounts.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Hohimer Wealth Management, LLC’s fees compare

• Its hourly rate of $150-$500 spans the Washington median of $300. 65% of the 216 other Washington planners that publish an hourly rate charge less.
• 19 of the 38 other planners in Seattle that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the Washington median of $3,250. 99% of the 103 other Washington planners that publish a flat or project fee charge less.
• 18 of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Hohimer Wealth Management, LLC

• Principal: David Hohimer
• Firm size: 12 employees.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$8,000 minimum fee (stated in brochure)

Clients

535

Employees

12

Works with

Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses

Services reported to regulators

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

Assets managed

$1,255,914,355

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300140

Website

linkedin.com/company/hohimer-wealth-manageme (opens in new tab)

Phone

(206) 709-5955

Can advise clients in 12 states: Arizona, California, Florida, Idaho, Indiana, Minnesota, Montana, Nevada, New York, 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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