Mainsail Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$10,000

“Fees for financial plans generally range from $2,000 - $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mainsail Financial Group bills

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

• “The annual account management fee is payable monthly in advance and is computed on a per day rate multiplied by the number of days in the month based on the AUM on the last business day of the previous calendar month.”
• “In the event a client terminates an advisory agreement with Mainsail, any unearned fees resulting from 8 payments made by clients in advance will be refunded to the client.”
• “Likewise, in the event Mainsail bills clients in arrears for services that have already been rendered, Mainsail will prorate such fees up to the termination date (with written request of client) of the advisory agreement.”

How Mainsail Financial Group’s fees compare

• Its flat or project fee of $2,000-$10,000 spans the Washington median of $3,250. 74% of the 103 other Washington planners that publish a flat or project fee charge less.
• 11 of the 13 other planners in Bellevue that publish a flat or project fee charge less.

About Mainsail Financial Group

• Firm size: 10 employees.
• Credentials named in the brochure: CPA.
• Founded: 2019 (7 years).

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

1.5% a year

Clients

424

Employees

10

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$403,920,372

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317970

Website

twitter.com/MainsailFG (opens in new tab)

Phone

(425) 502-7693

Can advise clients in 7 states: Alaska, Arizona, California, New Hampshire, Oregon, Texas, 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

Compare all 49 planners in Bellevue