PlannerFees

Waltium Investment Advisors fees and pricing

Financial planner in Kirkland, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 25, 2026, Waltium Investment Advisors charges $300 an hour, a flat or project fee of $2,000⁠-⁠$10,000, and an annual fee of $4,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“The Financial Plan Creation Fixed fee will be calculated by determining the number of hours estimated to provide the requested services to the client and multiplying it by the $300 hourly rate.”
Flat or project fee
$2,000⁠-⁠$10,000
“Fixed fee between $2,000 and $10,000.”
Annual fee
$4,000/yr
“Investment-management clients pay the greater of the graduated asset-based fee described below or a $4,000 annual minimum, unless a different fee or waiver is specified in the client’s Advisory Agreement.”

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

How Waltium Investment Advisors bills

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

  • “Investment-management fees and the annual minimum are charged quarterly in arrears, and the annual minimum is prorated for a partial calendar quarter.”
  • “Fees are billed in arrears on a calendar-quarter basis for services provided during the preceding calendar quarter.”
  • “If an authorized Interactive Brokers payment account is not available, Waltium bills the client directly, and the invoice is due within 30 calendar days after delivery.”

How Waltium Investment Advisors’ fees compare

  • Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
  • 3 of the 11 other planners in Kirkland that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$10,000 spans the Washington median of $3,250. 74% of the 103 other Washington planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Kirkland that publish a flat or project fee charge less.
  • Its annual fee of $4,000 is below the Washington median of $7,000. 24% of the 37 other Washington planners that publish an annual fee charge less.
  • 1 of the 3 other planners in Kirkland that publish an annual fee charge less.

About Waltium Investment Advisors

“Waltium Investment Advisors offers a range of financial planning services to help clients reach their financial goals. Business Planning: Our business planning services are designed to help you develop a roadmap for your business's financial success.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Equity compensation
  • Insurance analysis
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.75% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$320,763
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
324406
Website
waltium.com (opens in new tab)
Phone
(203) 919-1993

Can advise clients in 2 states: Florida, Washington

Other planners in Kirkland that publish fees

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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.