Middleton & Company fees and pricing
Financial planner in Vancouver, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 24, 2026, Middleton & Company charges a flat or project fee of $750 and a quarterly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750
“This engagement has a flat fee of $750, paid upfront.”
- Quarterly fee
- $2,500/qtr
“Our fee for this service is $2,500 per quarter, paid in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Middleton & Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client.”
- “Fees for this service may be paid by electronic funds transfer or check.”
How Middleton & Company’s fees compare
- Its flat or project fee of $750 is below the Washington median of $3,250. 8% of the 103 other Washington planners that publish a flat or project fee charge less.
- None of the 6 other planners in Vancouver that publish a flat or project fee charge less.
About Middleton & Company
- Firm size: 4 employees.
- Founded: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 115
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $131,316,850
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284996
- Phone
- (360) 524-3517
Can advise clients in 3 states: Oregon, Texas, Washington
Other planners in Vancouver that publish fees
- Cairn Wealth ManagementVancouver$300-$450/hr, $2,500-$7,000
- Delphi AdvisersVancouver$400/hr, $1,500-$6,000
- First Pacific Financial, Inc.Vancouver$500/hr, $15,000
- Harlow Wealth Management, Inc.Vancouver$5,000-$50,000
- Helium Advisors LLCVancouver$300/hr, $5,000-$25,000
- Momentous Wealth Management, Inc.Vancouver$250/hr, $1,500-$2,500
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.