Pacific Wealth Advisory, LLC fees and pricing

Financial planner in Spokane Valley, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Pacific Wealth Advisory, LLC charges $385 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $385/hr; “PWA reserves the right to waive the fee should the Client implement the plan through PWA - 8- HOURLY FEES One-time Financial Planning and Financial Consulting Services are offered based on an hourly fee of $385 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
“Client may elect to be billed directly or have fees deducted from Plan Assets.”

Its hourly rate of $385 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
2 of the 2 other planners in Spokane Valley that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 42
Employees: 3
Works with: High net worth individuals and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
Assets managed: $21,437,055
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 297657
Website: pacificwealthadvisory.com (opens in new tab)
Phone: (509) 413-1764

Can advise clients in 2 states: Idaho, Washington

Is something on this page wrong or out of date?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