Vail Ridge Capital, LLC fees
Financial planner in Bellingham, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Vail Ridge Capital, LLC (Bellingham, WA) charges $225 an hour for financial planning.
- Website: vailridgecapital.com (opens in new tab)
- Call (360) 305-8341
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $225/hr
Below the Bellingham median of $263; 1 of the 9 other planners in Bellingham that publish an hourly rate charges less. Below the Washington median of $300; 17% of the 149 other planners in Washington charge less.
“VRC offers financial planning on an hourly basis at $225 per hour.”
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
- Team size
- Solo practice (one employee)
- Registered since
- 2014 (12 years)
How Vail Ridge Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Advisory Fees are paid monthly in arrears pursuant to the terms of the Investment Advisory Agreement.”
- “The Fee will be paid quarterly in arrears.”
- “The first payment will be prorated if this Agreement is executed at any time other than on the first day of a quarter.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 28
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $3.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 173397 (opens in new tab)
- Phone
- (360) 305-8341
Other planners in Bellingham that publish fees
- Financial Plan, Inc.BellinghamHourly $500/hr
- Ridge Falls Financial PlanningBellinghamHourly $250/hr
- Flow Financial Planning, L.L.C.BellinghamHourly $500/hr, Flat $11,000-$13,000
- NW Straits Financial ServicesBellinghamHourly $300/hr
- Bellingham CapitalBellinghamHourly $275/hr
- Brown PCFOBellinghamHourly $250/hr
Is something on this page wrong or out of date?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.