Promenade Wealth fees

Financial planner in North Bend, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 4, 2026, Promenade Wealth (North Bend, WA) charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change.

Hourly rate: $350/hr; Above the Washington median of $300; 67% of the 149 other planners in Washington that publish an hourly rate charge less.; “Where a client requests financial planning services, fees are charged at an hourly rate of $350 per hour.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

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

“If any invoice information relating to Promenade Wealth’s advisory fees is missing, Promenade Wealth will provide the missing information.”
“Promenade Wealth fees are paid quarterly in advance based on the value as of the last business day of the prior quarter, with payment due within 10 days from the date of the invoice.”
“In cases where there are partial fees at the commencement or termination of our agreement, they will be billed or refunded on a pro-rated basis contingent on the number of days the account was open.”

How the firm is paid: Hourly fees and a percentage of assets under management
Clients: 42
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $79.6 million
Registered with: State securities regulators
Disciplinary disclosures: None reported on Form ADV as of March 4, 2026
CRD number: 306891 (opens in new tab)
Website: promenadewealth.com (opens in new tab)
Phone: (206) 641-9019

Is something on this page wrong or out of date?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.