Physician Advising LLC fees and pricing

Financial planner in Newport, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Physician Advising LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Financial Planning engagements are offered at an hourly rate of $300 per hour.”

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

“This informational invoice will be delivered to the client at or before each time the investment adviser receives payment from the client.”
“The fee is negotiable and will be due periodically, paid in arrears for hourly engagements, or at the completion of the engagement.”
“Fees may be paid by 3 electronic funds transfer or check.”

Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Principal: Joseph Matelich
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Clients: 28
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $9,900,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 288809
Website: physicianadvising.com (opens in new tab)
Phone: (406) 215-4694

Can advise clients in 2 states: Colorado, 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Is something on this page wrong or out of date?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.