Tradewinds Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$225/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $2,000 on a fixed fee basis, and from $150 to $225 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$1,000⁠-⁠$2,000

From the same sentence as above.

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

How Tradewinds Capital Management, LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients monthly in arrears, based upon the average daily market value of the assets during the previous month.”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”

How Tradewinds Capital Management, LLC’s fees compare

• Its hourly rate of $150-$225 is below the Washington median of $300. 12% of the 216 other Washington planners that publish an hourly rate charge less.
• 1 of the 8 other planners in Bellingham that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,000 is below the Washington median of $3,250. 20% of the 103 other Washington planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Bellingham that publish a flat or project fee charge less.

About Tradewinds Capital Management, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2008 (18 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

0.9% a year

Clients

2,224

Employees

10

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$727,324,070

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145934

Website

linkedin.com/company/tradewinds-capital-management (opens in new tab)

Phone

(360) 715-9000

Can advise clients in 12 states: Arizona, California, Florida, Idaho, Minnesota, Missouri, Montana, North Carolina, New Hampshire, Oregon, Texas, Washington

Other planners in Bellingham that publish fees

• Brown PcfoBellingham$250/hr
• Financial Plan, Inc.Bellingham$500/hr
• Flow Financial Planning, L.L.C.Bellingham$500/hr, $11,000⁠-⁠$13,000
• Goodrich & Associates, LLCBellingham$150/hr, $500
• NW Straits Financial ServicesBellingham$300/hr
• Ridge Falls Financial PlanningBellingham$250/hr

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