Vega Financial LLC fees and pricing

Financial planner in Mercer Island, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 19, 2026, Vega Financial LLC charges $400 an hour for financial planning.

Published fees

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

Hourly rate: $400/hr; “For Financial Planning only clients the amount billed is based on hours works at $400.00 an hour.”

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

“For Clients using Financial Planning as a standalone service, fees will be paid quarterly in arrears.”
“Fees may be negotiable in certain cases.”
“Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”

Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
4 of the 5 other planners in Mercer Island that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 121
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $59,507,369
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 312036
Website: vega-financial.com (opens in new tab)
Phone: (206) 883-8342

Can advise clients in 2 states: Texas, Washington

Is something on this page wrong or out of date?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.