Mchenry Capital, L.L.C. fees and pricing
Financial planner in Leavenworth, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Mchenry Capital, L.L.C. charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“The fee charged for this plan is a flat $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mchenry Capital, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “It entails Steps 1-4 of the Foundation Program but does not include Step 5 (Client Review Meetings) or Step 6 (Client Check-Ins).”
- “This fee may also be adjusted on a prorated basis for material changes.”
- “For partial quarters, the fee may be prorated based upon the number of days the account was open during the billing period.”
How Mchenry Capital, L.L.C.’s fees compare
- Its flat or project fee of $2,500 is below the Washington median of $3,250. 29% of the 103 other Washington planners that publish a flat or project fee charge less.
About Mchenry Capital, L.L.C.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
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% a year
- Clients
- 18
- 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
- $30,536,983
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136594
- Phone
- (888) 968-9815
Can advise clients in 2 states: Texas, Washington
Other planners in Leavenworth that publish fees
- Cultivate Wealth LLCLeavenworth$300/hr
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
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.