Summit Family Office Services, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated January 14, 2026, Summit Family Office Services, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The rate for additional financial planning services is $250 / hour, payable in arrears.”

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

“Fees are determined annually and paid quarterly by the client in arrears.”
“This fee is a flat fee, annually negotiable, and intended to replace any other fees we earn from investment management and allocation techniques.”
“Asset based fees are calculated daily by Interactive Brokers and billed quarterly in arrears.”

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.
5 of the 18 other planners in Bellevue that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 15
Employees: 4
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $6,500,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 171313
Website: summitfamilyoffice.com (opens in new tab)
Phone: (425) 922-8692

Is something on this page wrong or out of date?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