Left Coast Investment Strategies LLC fees and pricing
Financial planner in Seattle, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 21, 2026, Left Coast Investment Strategies LLC charges a monthly fee of $150-$800 and an annual fee of $1,800-$9,600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $150-$800/mo
“In consideration for providing financial planning services and pursuant to the financial planning agreement, our firm charges an annual fixed fee ranging from $1,800 to $9,600, billed on a monthly basis at a rate of $150 to $800 per month.”
- Annual fee
- $1,800-$9,600/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Left Coast Investment Strategies LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event another broker-dealer is used, the Adviser will deliver the invoice with the noted information as required.”
- “All financial planning fees are negotiable.”
- “The first monthly invoice will be due one month into our engagment.”
How Left Coast Investment Strategies LLC’s fees compare
- Its annual fee of $1,800-$9,600 spans the Washington median of $7,000. 43% of the 37 other Washington planners that publish an annual fee charge less.
- 1 of the 8 other planners in Seattle that publish an annual fee charge less.
About Left Coast Investment Strategies LLC
“Left Coast Investment Strategies provides financial planning and investment management services to our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8,374,923
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317112
- Phone
- (206) 201-1191
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
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.