Short Put Yield fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The negotiable hourly fee is $400.”

Flat or project fee

$500

“​ ​The following types of fees will be assessed:​ ​ ccount Setup:​​We charge a one-time negotiable fee​​of $500.00 to assist with the setup and​ A ​account transfer to Interactive Brokers, LLC (CRD#: 36418).​ ​ ssets Under Management (AUM):​​To operate the SPY​​options trading strategy, we charge an​ A ​Assets…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Short Put Yield bills

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

• “If termination of the agreement is within five (5)​ ​business days from the date set forth in the agreement, all fees paid in advance will be​ ​refunded.”

How Short Put Yield’s fees compare

• Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Camas that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Washington median of $3,250. 3% of the 103 other Washington planners that publish a flat or project fee charge less.
• None of the 2 other planners in Camas that publish a flat or project fee charge less.

About Short Put Yield

• Firm size: 2 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 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

Clients

14

Employees

2

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$24,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331841

Website

shortputyield.com (opens in new tab)

Phone

(678) 232-0215

Can advise clients in 2 states: Alaska, Washington

Other planners in Camas that publish fees

• Barker Wealth Management, LLCCamas$250/hr
• Beacon Rock Wealth AdvisorsCamas$150⁠-⁠$350/hr
• Csla Financial IncCamas$200/hr, $1,000
• Hart Investment Management, LLCCamas$300/hr
• Para Wealth Advisors, Inc.Camas$450/hr
• Vita Planning Group LLCCamas$350/hr

Compare all 8 planners in Camas