Simple Wealth LLC fees and pricing

Financial planner in Liberty Lake, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 3, 2026, Simple Wealth LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 3, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are billed monthly in arrears based on the amount of assets managed as of the last business day of the previous billing period.”
“Initial fees for partial periods are prorated.”
“The payment is due half at the time of signing the agreement with the balance due upon delivery of the plan.”

Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2011 (15 years).

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: 2% a year
Clients: 108
Employees: 1
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $54,230,485
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 152865
Website: thesimplewealthsolution.com (opens in new tab)
Phone: (509) 325-8471

Can advise clients in 3 states: California, Idaho, Washington

Is something on this page wrong or out of date?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