The Road Ahead Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$750⁠-⁠$2,000

“ONGOING FINANICAL PLANNING RAWM charges a negotiable, fixed intake fee of $750 - $2,000 based on an hourly rate of $250 for the creation of an initial comprehensive financial plan due at commencement of the client agreement.”

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

How The Road Ahead Wealth Management LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “If Client cancels before the financial plan is completed, the Client will receive all completed portions of the plan along with the prorated refund/invoice.”

How The Road Ahead Wealth Management LLC’s fees compare

• 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.
• 2 of the 3 other planners in Woodinville that publish an hourly rate charge less.
• Its flat or project fee of $750-$2,000 is below the Washington median of $3,250. 19% of the 103 other Washington planners that publish a flat or project fee charge less.

About The Road Ahead Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• 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

Highest asset based fee in brochure

1% a year

Clients

13

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

$12,900,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327403

Phone

(425) 361-8701

Other planners in Woodinville that publish fees

• Folgmann Financial Group LLCWoodinville$100⁠-⁠$250/hr
• On Course Financial PlanningWoodinville$200/hr
• Sophos Wealth ManagementWoodinville$300/hr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr

Compare all 7 planners in Woodinville