Julie A. Wurst, CFP, LLC fees and pricing
Financial planner in Tacoma, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Julie A. Wurst, CFP, LLC charges $190 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $190/hr
“This fee is based on our hourly rate of $190 per hour, but in no event will we charge a fixed annual fee that exceeds 1% of the value of assets managed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Julie A. Wurst, CFP, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “How We Are Compensated For Investment Management services, we charge a fixed annual advisory fee assessed quarterly in arrears.”
- “Fees are negotiable but are based on a number of factors, including our best estimate of the time we will spend providing the services desired by the client.”
- “We will refund any part of the deposit that is not used within 10 days of completion of the agreedupon project or termination of the agreement.”
How Julie A. Wurst, CFP, LLC’s fees compare
- Its hourly rate of $190 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 Tacoma that publish an hourly rate charge less.
About Julie A. Wurst, CFP, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 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
- 17
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $48,726,926
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288196
- Phone
- (253) 209-1130
Other planners in Tacoma that publish fees
- Columbia River AdvisorsTacoma$150-$500/hr
- Equal Path InvestmentsTacoma$400/hr, $4,000-$8,000
- Women's WealthTacoma$300/hr, $6,000
- 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.