Paul R. Ried Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$550⁠-⁠$2,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $550 to $2,000, depending on the specific arrangement reached with the client.”

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

How Paul R. Ried Financial Group, LLC bills

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

• “If cash or securities are deposited in your account during the quarter, a prorated asset-based fee based on the value of the assets may be charged upon deposit.”
• “The balance is due upon completion of the plan.”
• “For larger plans or ongoing engagements, the client may be billed quarterly in advance based on our total estimated Financial Planning fees.”

How Paul R. Ried Financial Group, LLC’s fees compare

• Its flat or project fee of $550-$2,000 is below the Washington median of $3,250. 18% of the 103 other Washington planners that publish a flat or project fee charge less.
• None of the 13 other planners in Bellevue that publish a flat or project fee charge less.

About Paul R. Ried Financial Group, LLC

• Firm size: 12 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

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

1,059

Employees

12

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,268,180,179

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297284

Website

linkedin.com/company/paul-ried-financial-group-llc (opens in new tab)

Phone

(425) 646-6777

Can advise clients in 12 states: Arizona, California, Florida, Hawaii, Idaho, Michigan, Montana, New Hampshire, Oregon, Texas, Utah, Washington

Other planners in Bellevue that publish fees

• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aletheian Wealth Advisors LLCBellevue$265/hr
• An Irrational Mind, LLCBellevue$250/hr
• Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300⁠-⁠$5,000
• Aviso Wealth ManagementBellevueUp to $300/hr, $300⁠-⁠$10,000

Compare all 49 planners in Bellevue