Tumwater Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$3,588/yr

“The rate for creating comprehensive client financial plans is $3,588 annually.”

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

How Tumwater Wealth Management, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of TWM's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are generally negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Tumwater Wealth Management, LLC’s fees compare

• Its annual fee of $3,588 is below the Idaho median of $3,794. 45% of the 11 other Idaho planners that publish an annual fee charge less.
• 2 of the 4 other planners in Boise that publish an annual fee charge less.

About Tumwater Wealth Management, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

284

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, insurance companies, 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

$406,568,048

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300443

Website

tumwaterwealth.com (opens in new tab)

Phone

(208) 314-2114

Can advise clients in 5 states: California, Idaho, Oregon, Texas, Washington

Other planners in Boise that publish fees

• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Arrien Investments, Inc.Boise$100⁠-⁠$275/hr
• Aspen Capital Management, LLCBoise$1,250/qtr
• Boise River Financial PlanningBoise$250/hr, $1,000⁠-⁠$6,000
• Figure 8 Investment Strategies LLCBoise$500⁠-⁠$20,000
• Fourthrock Financial CorporationBoise$300/hr

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