Private Asset Management Inc fees and pricing
Financial planner in Kirkland, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 30, 2026, Private Asset Management Inc charges $375 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“Our hourly rate will not exceed $375.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Private Asset Management Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our minimum annual fee is negotiable and may be waived at our discretion.”
- “Billing is done monthly after services have been provided (in arrears).”
- “Hourly fees will be billed directly to the client.”
How Private Asset Management Inc’s fees compare
- Its hourly rate of $375 is above the Washington median of $300. 78% of the 216 other Washington planners that publish an hourly rate charge less.
- 8 of the 11 other planners in Kirkland that publish an hourly rate charge less.
About Private Asset Management Inc
- Principal: Michael Thayer
- Firm size: 4 employees.
- Registered as an adviser: 1996 (30 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
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
- 1% a year
- Clients
- 60
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $109,489,332
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108815
- Phone
- (425) 213-1600
Can advise clients in 4 states: Arizona, Oregon, Texas, Washington
Other planners in Kirkland that publish fees
- Abacus Financial PlanningKirkland$450/hr
- Compass Wealth AdvisorKirkland$150/hr, $500-$5,000
- Concepts Financial Services, LLCKirkland$250/hr
- Finomenon Investments LLCKirkland$300/hr, $950-$2,750/yr
- Gallo Lupo LLCKirkland$300/hr
- Kaizen Financial Advisors, LLCKirkland$500/hr
Is something on this page wrong or out of date?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.