Sophos Wealth Management fees and pricing

Financial planner in Woodinville, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 5, 2026, Sophos Wealth Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “We currently charge $300 per hour for consulting services.”

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

“All fee arrangements are negotiable at our sole discretion.”
“If the advisory contract is terminated, prepaid fees will be rebated on a prorated basis from the date of termination.”
“If the advisory contract is terminated, an invoice will be provided to the client showing the amount of earned fees retained by the Adviser and the amount of fees returned to the client.”

Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
3 of the 3 other planners in Woodinville that publish an hourly rate charge less.

Principal: Scott Caufield
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA and CFA.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 18
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $17,500,000
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 313667
Website: twitter.com/S_Caufield (opens in new tab)
Phone: (425) 954-6365

Is something on this page wrong or out of date?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