SCS fees and pricing

Financial planner in Bellevue, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 26, 2026, SCS charges a flat or project fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $2,000; “For plans enrolled in SCS Education & Wellness, SCS may charge a per participant fee in the amount of $7 per participant annually, a flat fee in the amount of $2,000 up to 500 employees, and $5,000 up to 1,000 employees.”

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

“Refunds for any fees paid in advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via check or return deposit back into the client’s account.”
“For all asset-based fees paid in advance, the fee refunded will be equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination.”
“Account fees are payable quarterly in advance.”

Its flat or project fee of $2,000 is below the Washington median of $3,250. 25% of the 103 other Washington planners that publish a flat or project fee charge less.
1 of the 13 other planners in Bellevue that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 2,425
Employees: 46
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed: $1,941,526,044
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 310849
Website: facebook.com/SCS-Bellevue-221243223216946 (opens in new tab)
Phone: (425) 452-1222

Is something on this page wrong or out of date?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