Park Wealth Management fees and pricing

Financial planner in Federal Way, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Park Wealth Management charges $160 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: $160/hr; “Clients Fee Schedule Hourly rate - One Hundred Sixty Dollars ($160.00) Fees for Financial Planning Services will begin the following month on the date the contract is initially signed.”

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

“All fees are negotiable and calculated on an incremental 3 WA Financial Group, Inc.”
“The annual advisory fee is automatically deducted from the client's account, payable in arrears on a quarterly basis.”
“All subsequent fees will be billed in arrears on a quarterly basis.”

Its hourly rate of $160 is below the Washington median of $300. 9% of the 216 other Washington planners 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% a year
Minimum: No minimum stated in brochure
Clients: 66
Employees: 3
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $11,770,186
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 151633
Phone: (206) 212-6455

Is something on this page wrong or out of date?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