Triangulum Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“The fixed fee will be based on the Advisor’s estimate of the minimum hours they need to complete their work during the specified period and their hourly billing rate of $375/hour.”

Flat or project fee

$10,000

“Triangulum and the Client agree to a fixed fee of $10,000 for the entire project.”

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

How Triangulum Wealth Management bills

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

• “As part of such check-ins, we would, among other things, recommend specific securities to sell or exit, and/or specific new securities to buy, and/or take specific steps towards portfolio-rebalancing.”
• “Each such follow-up check-in would generally represent a separate project engagement with a separate proposal that requires explicit approval from the Client, with separate billing at the conclusion of those projects. 2.”
• “Fees are always payable in arrears at the end of each agreed-upon calendar period (generally quarterly).”

How Triangulum Wealth Management’s fees compare

• Its hourly rate of $375 is above the Washington median of $300. 78% of the 216 other Washington planners that publish an hourly rate charge less.
• 16 of the 18 other planners in Bellevue that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Washington median of $3,250. 84% of the 103 other Washington planners that publish a flat or project fee charge less.
• 12 of the 13 other planners in Bellevue that publish a flat or project fee charge less.

About Triangulum Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 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

3% a year

Minimum

$300,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and newsletters and publications

Assets managed

$2,250,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306929

Website

tinyurl.com/TriWM (opens in new tab)

Phone

(425) 628-8260

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

Compare all 49 planners in Bellevue