Millennial Wealth fees and pricing

Published fees

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

Flat or project fee

$1,000⁠-⁠$20,000

“The one-time fee ranges from $1,000 to $20,000 and will be based on complexity and the depth of service required.”

Annual fee

$2,000⁠-⁠$30,000/yr

“Recurring Fixed Fee Wealthbase For smaller accounts, we charge a fixed annual fee ranging from $2,000 to $30,000, billed monthly or quarterly in arrears.”

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

How Millennial Wealth bills

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

• “Fees are negotiable, and your Advisory Contract will outline the final agreed-upon fee.”
• “The fee is negotiable, and the exact fee paid by you will be stated in the signed Advisory Contract.”
• “The annual advisory fee is paid either monthly or quarterly in arrears based on the value of the client’s account(s) as of the last day of the billing period.”

How Millennial Wealth’s fees compare

• Its flat or project fee of $1,000-$20,000 spans the Washington median of $3,250. 85% of the 103 other Washington planners that publish a flat or project fee charge less.
• Its annual fee of $2,000-$30,000 spans the Washington median of $7,000. 86% of the 37 other Washington planners that publish an annual fee charge less.

About Millennial Wealth

• Principal: Levi Sanchez
• Firm size: 6 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, 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

229

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$278,715,447

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289970

Website

twitter.com/milllennialwlth (opens in new tab)

Phone

(206) 207-8426

Can advise clients in 7 states: California, New York, Oregon, Pennsylvania, Tennessee, Texas, Washington

Other planners in Washington that publish fees

• 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
• Aksum Wealth, LLCLynnwood$150/hr

Compare all 370 planners in Washington