Private Wealth Management Solutions, LLC fees and pricing
Financial planner in Bellevue, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Private Wealth Management Solutions, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“This negotiable rate would normally not exceed $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Private Wealth Management Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment advisory fees charged by us are negotiable at our sole discretion.”
- “The annual fee for our services is billed monthly, in advance, based on the value of the account at the end of the month.”
- “If the management agreement does not span the entire monthly billing period, the fee will be prorated based on the number of days the account is open during the billing period.”
How Private Wealth Management Solutions, LLC’s fees compare
- Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
- 3 of the 18 other planners in Bellevue that publish an hourly rate charge less.
About Private Wealth Management Solutions, LLC
“Clients enter into a written Investment Advisory Agreement, where Private Wealth Management Solutions and our investment advisor representatives provide asset management services on a continuous and ongoing basis guided by the individual needs of the client.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- 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
- Clients
- 34
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $43,651,461
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167564
- Phone
- (425) 896-7617
Can advise clients in 2 states: California, 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
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.