Upleft Asset Management fees
Financial planner in Port Angeles, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 29, 2026, Upleft Asset Management (Port Angeles, WA) charges a flat or project fee of up to $6,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change.
- Flat or project fee
- Up to $6,000
Can go up to $6,000; the Washington median is $3,750.
“Fixed fees range up to $6,000 based on the effort and duration expected to complete the engagement deliverables at the Adviser’s hourly rate.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 3 employees
How Upleft Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in arrears, at the end of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Adviser.”
About Upleft Asset Management
- Founded: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 53
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $54.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 29, 2026
- CRD number
- 298637 (opens in new tab)
- Phone
- (360) 850-9713
Registered in 3 states: Maine, New York, Washington
More planners in Washington that publish fees
- Vision Casting Financial Planning, LLCSpokaneHourly $400/hr
- Diogenes Financial LLCSeattleHourly $170/hr, Flat $350
- Bormann Wealth Management, LLCSpokaneHourly $400/hr
- Women's WealthTacomaFlat $6,000
- Kiepe Wealth ManagementSpokane ValleyHourly $250/hr
- Everleap Financial PlanningNewcastleHourly $300/hr, Flat from $3,600
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.