Intirety, LLC fees and pricing
Financial planner in Bellevue, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, Intirety, LLC charges $400 an hour and a flat or project fee of $3,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The fee for financial plans that are based on an hourly rate are calculated by a multiple of the anticipated number of hours required and a negotiated hourly rate of generally $400 an hour.”
- Flat or project fee
- $3,000-$5,000
“The fee for financial plans that are based on a flat rate are negotiable but generally range from $3,000 to $5,000 based on the scope and complexity of the plan, the amount of time and expertise required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Intirety, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are negotiable based on the scope and complexity of the services, the amount of time and expertise required.”
- “Page 9 of 36 For partial billing periods, the fee will be prorated based upon the number of days the account was open during the billing period.”
- “Acceptable forms of payment include check or credit card.”
How Intirety, LLC’s fees compare
- Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
- 17 of the 18 other planners in Bellevue that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$5,000 spans the Washington median of $3,250. 58% of the 103 other Washington planners that publish a flat or project fee charge less.
- 8 of the 13 other planners in Bellevue that publish a flat or project fee charge less.
About Intirety, LLC
“The firm provides regular and continuous management and supervision of assets as well as financial planning primarily to individuals.”
- Firm size: 4 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.45% a year
- Clients
- 650
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $100,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306315
- Phone
- (425) 505-0400
Can advise clients in 2 states: California, Washington
Other planners in Bellevue that publish fees
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- Aletheian Wealth Advisors LLCBellevue$265/hr
- An Irrational Mind, LLCBellevue$250/hr
- Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300-$5,000
- Aviso Wealth ManagementBellevueUp to $300/hr, $300-$10,000
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.