Nabata Investment Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Clients who engage us for stand-alone Financial Planning Services are charged an hourly fee that ranges between $150 to $350 based upon the complexity of the client’s financial situation and the specific needs of the client.”

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

How Nabata Investment Group, LLC bills

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

• “The hourly rate is negotiable and the final hourly rate will be described in a written financial planning agreement entered with you prior to the commencement of our services.”
• “All fees will be invoiced to you and shall 6 NABATA INVESTMENT GROUP, LLC FORM ADV PART 2A – FIRM BROCHURE become due and payable to Nabata upon delivery of our financial planning recommendations, plan, or report to you.”
• “No payment in advance is accepted or required.”

How Nabata Investment Group, LLC’s fees compare

• Its hourly rate of $150-$350 spans the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 2 other planners in Mountlake Terrace that publish an hourly rate charge less.

About Nabata Investment Group, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2024 (2 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

1.5% a year

Clients

10

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330616

Website

nabatainvestmentgroup.com (opens in new tab)

Phone

(206) 714-8451

Other planners in Mountlake Terrace that publish fees

• Blue Ridge Investments LLCMountlake Terrace$400/hr
• Creative Money LLCMountlake Terrace$475⁠-⁠$550/hr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 3 planners in Mountlake Terrace