PlannerFees

Surience Private Wealth LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Surience Private Wealth LLC charges an annual fee of $20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$20,000/yr
“There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees generally will not exceed $20,000 annually.”

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

How Surience Private Wealth LLC bills

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

  • “Advisory fees for accounts in the Genesis Strategy are billed in advance each calendar quarter based the flat annual rate noted above.”
  • “If a client has a significant one-off cash flow within a calendar quarter equal to $250,000 or greater, the advisory fee will be prorated based on the number of days remaining in the quarter, unless the fee would generally be less than $150.”
  • “Fees for financial planning and/or consulting services are billed at a flat rate in advance.”

How Surience Private Wealth LLC’s fees compare

  • Its annual fee of $20,000 is above the Washington median of $7,000. 89% of the 37 other Washington planners that publish an annual fee charge less.

About Surience Private Wealth LLC

“These services include: • • Investment and wealth management Financial planning and consulting We work with our clients to determine their investment objectives and risk profile and develop a customized investment plan based on their individual needs and goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Armand Doucette
  • Firm size: 3 employees.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.75% a year
Minimum
$2,500 minimum fee (stated in brochure)
Clients
148
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$124,013,591
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
313055
Website
surience.com (opens in new tab)
Phone
(509) 853-1597

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

Other planners in Yakima that publish fees

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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.