Salmon Bay Wealth Management, LLC fees and pricing
Financial planner in Coeur D'alene, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Salmon Bay Wealth Management, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Our fees are $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Salmon Bay Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated and payable in arrears based on the quarter ending value for each account managed.”
- “Fees will be prorated for services provided during a quarter in which the client initially signs an investment advisory agreement.”
- “If Salmon Bay fails to provide form ADV Part 2 within 48 hours of entering into an advisory agreement, the client will have 5 business days to terminate the agreement without penalty and receive a full refund of all advisory fees.”
How Salmon Bay Wealth Management, LLC’s fees compare
- Its hourly rate of $200 is below the Idaho median of $250. 21% of the 43 other Idaho planners that publish an hourly rate charge less.
About Salmon Bay Wealth Management, LLC
“For financial planning engagements, we provide our clients with a written summary of their financial situation and specific actions to be taken. The plans are used as a tool for financial planning to help determine financial goals and resources.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2014 (12 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
- 1.25% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,800,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167975
- Phone
- (206) 359-1319
Can advise clients in 2 states: Idaho, Washington
Other planners in Coeur D'alene that publish fees
- Five Pine WealthCoeur D'alene$1,500, $3,000-$5,000/yr
- Wardian Wealth Management, Inc.Coeur D'alene$250/hr
- 3 Peaks FinancialAmmon$200/hr
- Abundance Financial PlanningCaldwell$3,000-$6,500
- Action Financial Planning LLCTwin Falls$275/hr, $95/mo
- Advanced Financial Solutions, Inc.Boise$200-$350/hr, $500
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.