Threadline Wealth fees and pricing
Financial planner in Bellevue, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 28, 2026, Threadline Wealth charges a flat or project fee of $3,500-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$30,000
“Financial planning fees generally range from approximately $3,500 to $30,000 or more depending on the complexity of the engagement, the level of ongoing services requested, and the client’s financial circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Threadline Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for partial billing periods are prorated based on the number of days assets were managed during the period.”
- “In limited circumstances, clients may be invoiced directly pursuant to separate written arrangements.”
- “Advisory fees are prorated through the effective date of termination.”
How Threadline Wealth’s fees compare
- Its flat or project fee of $3,500-$30,000 is above the Washington median of $3,250. 96% of the 103 other Washington planners that publish a flat or project fee charge less.
- 13 of the 13 other planners in Bellevue that publish a flat or project fee charge less.
About Threadline Wealth
“Moss Adams Wealth Advisors LLC, doing business as Threadline Wealth (“Threadline Wealth”), provides wealth management, investment advisory, financial planning, and consulting services to individuals, families, business owners, trusts, foundations, and other clients.”
- Firm size: 59 employees.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Business owners
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
- 1.25% a year
- Clients
- 1,169
- Employees
- 59
- Works with
- Individuals, high net worth individuals, charities, insurance companies, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $5,773,272,462
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108917
- Phone
- (425) 650-9500
Can advise clients in 20 states: Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Massachusetts, Michigan, Montana, New Mexico, Nevada, New York, Oregon, Tennessee, Texas, Utah, Washington, Wyoming
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.