Lodestone Wealth Management LLC fees and pricing
Financial planner in Spokane, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Lodestone Wealth Management LLC charges a flat or project fee of $1,500-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$3,500
“We offer financial planning at a fixed rate, which generally ranges from $1500-$3500, depending on the scope and complexity of the services requested.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lodestone Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Lodestone Wealth Management charges an annual asset-based management fee, billed at the start of each quarter in advance of the services being provided.”
- “Financial planning fees are billable upon completion of services.”
- “In cases when the advisory agreement does not span the full billing period, fees are prorated from the date of inception through the date of termination based on the account value.”
How Lodestone Wealth Management LLC’s fees compare
- Its flat or project fee of $1,500-$3,500 spans the Washington median of $3,250. 29% of the 103 other Washington planners that publish a flat or project fee charge less.
- 5 of the 9 other planners in Spokane that publish a flat or project fee charge less.
About Lodestone Wealth Management LLC
“Lodestone Wealth Management is referred to in this document as “Lodestone Wealth Management,” “the Company,” “us” “we,” or “our.” We refer to current and prospective clients as “you,” “client,” or “your.” Advisory Services We provide discretionary portfolio management and financial planning to our clients.”
- Firm size: 3 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 287
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $346,482,109
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151115
- Phone
- (509) 413-2386
Can advise clients in 7 states: California, Colorado, Florida, Idaho, Oregon, Texas, Washington
Other planners in Spokane that publish fees
- Apex Advisory Group, Inc.Spokane$500/hr
- Bormann Wealth Management, LLCSpokane$400/hr
- Chair Six Financial Planning, PLLCSpokane$200-$5,000, $1,000-$10,000/yr
- Craig Family OfficeSpokane$500
- Fellowship Financial PlanningSpokane$500/hr, $1,500
- Financial Forum, Inc.Spokane$150/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.