Wafd Wealth, Inc fees and pricing

Financial planner in Seattle, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated November 29, 2025, Wafd Wealth, Inc charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 29, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Financial planning services provided without a wealth management engagement will be billed at a rate of $400 per hour with a minimum of 15 hours allocated to each plan.”

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

“These fees are negotiable, but range from $10,000 to $50,000 depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
“For project-based services WaFd Wealth requires one-half of the fee payable upon execution of the Advisory Agreement.”
“The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”

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.
27 of the 38 other planners in Seattle that publish an hourly rate charge less.

“WaFd Wealth offers a variety of advisory services, which include financial planning, consulting, and investment management services.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 1.5% a year
Clients: 274
Employees: 14
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $348,143,236
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 337346
Website: wafdwealth.com (opens in new tab)
Phone: (206) 467-2800

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