Thome Financial fees and pricing
Financial planner in Bellevue, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Thome Financial charges $275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Financial Consulting Hourly Rate Minimum Fee $275 $275 (one hour) We will attempt to estimate the number of hours to complete a project at the time of engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thome Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable but cannot exceed the stated fee schedule.”
- “Thome Financial Management, LLC 5 March 3, 2026 Our fees are billed quarterly (in advance) based upon the previous quarter-end market values of your accounts.”
- “Fees for partial quarters at the commencement or termination of our agreement will be billed or refunded on a prorated basis contingent on the number of days the account was open during the quarter.”
How Thome Financial’s fees compare
- Its hourly rate of $275 is below the Washington median of $300. 46% of the 216 other Washington planners that publish an hourly rate charge less.
- 10 of the 18 other planners in Bellevue that publish an hourly rate charge less.
About Thome Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- 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% a year
- Minimum
- $275 minimum fee (stated in brochure)
- Clients
- 26
- 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
- $53,661,469
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129190
- Phone
- (206) 219-0521
Other planners in Bellevue that publish fees
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- Aletheian Wealth Advisors LLCBellevue$265/hr
- An Irrational Mind, LLCBellevue$250/hr
- Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300-$5,000
- Aviso Wealth ManagementBellevueUp to $300/hr, $300-$10,000
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.