North Pine Strategic Wealth fees and pricing
Financial planner in Kirkland, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 18, 2026, North Pine Strategic Wealth charges $350 an hour and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Project-Based Financial Planning NPSW offers Project-Based Financial planning at the rate of $350 an hour.”
- Annual fee
- $10,000/yr
“If the advisory fee calculated based on assets under management is less than $10,000 annually, the minimum annual fee will apply.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How North Pine Strategic Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “The annual advisory fee is paid quarterly in arrears based on the value of Client's account(s) as of the last day of the billing period.”
How North Pine Strategic Wealth’s fees compare
- Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
- 7 of the 11 other planners in Kirkland that publish an hourly rate charge less.
- Its annual fee of $10,000 is above the Washington median of $7,000. 59% of the 37 other Washington planners that publish an annual fee charge less.
- 2 of the 3 other planners in Kirkland that publish an annual fee charge less.
About North Pine Strategic Wealth
- Principal: Nemanja Grujicic
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.33% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342628
- Phone
- (206) 595-9029
Other planners in Kirkland that publish fees
- Abacus Financial PlanningKirkland$450/hr
- Compass Wealth AdvisorKirkland$150/hr, $500-$5,000
- Concepts Financial Services, LLCKirkland$250/hr
- Finomenon Investments LLCKirkland$300/hr, $950-$2,750/yr
- Gallo Lupo LLCKirkland$300/hr
- Kaizen Financial Advisors, LLCKirkland$500/hr
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.