Mcilrath & Eck, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Financial and Estate Planning Financial and estate planning services are provided for an hourly fee of $275.”

Flat or project fee

$2,000⁠-⁠$2,875

“Subject to adjustment for non standard plans, you can expect to pay an estimated $2,000 for a Standard Financial Plan, and $2,875 for a Financial Planning and Estate Plan.”

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

How Mcilrath & Eck, LLC bills

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

• “An invoice for the remaining balance is issued on completion of the written analysis or other services as specified in the Financial Planning Agreement.”
• “Upon termination you will receive an invoice for time spent gathering information and preparing the plan or recommendations and any prepaid, unearned fees will be refunded.”
• “An invoice for the remaining balance is issued along with the written recommendations.”

How Mcilrath & Eck, LLC’s fees compare

• Its hourly rate of $275 is below the Washington median of $300. 46% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$2,875 is below the Washington median of $3,250. 28% of the 103 other Washington planners that publish a flat or project fee charge less.

About Mcilrath & Eck, LLC

• Firm size: 19 employees.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Estate 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

1.5% a year

Clients

1,287

Employees

19

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$1,364,902,010

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145252

Website

facebook.com/PeriscopeWealthAdvisors (opens in new tab)

Phone

(360) 657-8600

Can advise clients in 10 states: Arizona, California, Florida, Hawaii, Idaho, Montana, Nevada, Oregon, Texas, Washington

Other planners in Arlington that publish fees

• Wyatt Wealth ManagementArlington$200/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

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