Pacific Sage Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Hourly fees range from $100 to $500 per hour.”

Monthly fee

$20/mo

“Nationwide charges a monthly subscription fee of $20 that the Client will be responsible for.”

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

How Pacific Sage Partners, LLC bills

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

• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Pacific Sage Partners, LLC’s fees compare

• Its hourly rate of $100-$500 spans the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Edmonds that publish an hourly rate charge less.

About Pacific Sage Partners, LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

1.25% a year

Clients

804

Employees

8

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$986,251,535

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

315663

Website

pacificsagepartners.com (opens in new tab)

Phone

(206) 533-0500

Can advise clients in 10 states: Arizona, California, Colorado, Idaho, Louisiana, Montana, New Hampshire, Oregon, Texas, Washington

Other planners in Edmonds that publish fees

• Harbour Investment Management L.L.C.Edmonds$200/hr
• TFS Advisors, LLCEdmonds$350/hr, $2,500
• Twight Financial Education, LLCEdmonds$200/hr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr

Compare all 6 planners in Edmonds