Paysse Jennison Financial Advisors, Paysse Jennison fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“Consulting Services Our fee for service is $175 per hour.”

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

How Paysse Jennison Financial Advisors, Paysse Jennison bills

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

• “For new accounts opening with cash, commencement fees for a partial quarter will be prorated from effective date of contract.”
• “If the client has selected to have the fees withdrawn from the account(s), and there is no cash available to pay the fee, we will confirm with the client that a) we request a check, or b) sell securities in the account(s).”
• “If the Agreement is terminated before quarter end, the client will be refunded fees on a prorated basis for the quarter in which the termination occurs.”

How Paysse Jennison Financial Advisors, Paysse Jennison’s fees compare

• Its hourly rate of $175 is below the Washington median of $300. 10% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 5 other planners in Mercer Island that publish an hourly rate charge less.

About Paysse Jennison Financial Advisors, Paysse Jennison

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 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

2% a year

Clients

30

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$64,535,869

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

116752

Website

payssejennison.com (opens in new tab)

Phone

(206) 236-7343

Other planners in Mercer Island that publish fees

• DLK Investment Advisors, LLCMercer Island$250⁠-⁠$500/hr, $3,000/yr
• Goldbloom Wealth Management LLCMercer Island$500/hr, $1,000⁠-⁠$20,000
• Mercer Island Capital Management, LLCMercer Island$250/hr, $4,375⁠-⁠$17,500/qtr
• The Planner's Edge LLCMercer Island$300/hr, $1,500⁠-⁠$50,000
• Vega Financial LLCMercer Island$400/hr

Compare all 8 planners in Mercer Island