Newground Social Investment fees and pricing

Financial planner in Seattle, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Newground Social Investment charges $295 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $295/hr; “The current billable rate is $295 per hour, subject to change without notice.”

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

“At the sole discretion of Newground, fees are negotiable. 3 A ‘client relationship’ includes the value of all managed accounts considered together, such that every account benefits from the same economies of scale.”
“Written fee invoices are available to all clients upon request.”
“If a relationship is terminated, client is obligated for payment of services performed prior to the effective date of termination but will receive a pro-rated refund of any fees not earned.”

Its hourly rate of $295 is below the Washington median of $300. 49% of the 216 other Washington planners that publish an hourly rate charge less.
14 of the 38 other planners in Seattle that publish an hourly rate charge less.

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: 1.2% a year
Clients: 120
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $161,124,440
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 117060
Website: linkedin.com/company/Newground-Social-Investment (opens in new tab)
Phone: (206) 522-1944

Is something on this page wrong or out of date?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.