Legion Private Wealth Management fees and pricing

Financial planner in Ellensburg, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 13, 2026, Legion Private Wealth Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Hourly engagements will be assessed a fee based on the time spent rendering the agreed upon services at a rate of $300 per hour.”

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

“Financial Planning and Consulting fees are negotiable on a case-by-case basis and are assessed on an hourly rate or fixed fee basis.”
“For any new accounts opened during a billing period, the first period’s fees will be prorated for the days from inception to the end of the billing period.”
“With respect to payments in advance, upon termination, a refund of Legion’s fee will be provided, pro-rated based on the number of days in the billing period through the effective date of determination.”

Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.

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: 24
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $6,928,162
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 322476
Website: legion-pw.com (opens in new tab)
Phone: (509) 899-7252

Can advise clients in 2 states: California, Washington

Is something on this page wrong or out of date?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.