Waycross Investment Management Co fees and pricing
Financial planner in Bellingham, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Waycross Investment Management Co charges an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500/yr
“The minimum annual fee, regardless of the market value of plan assets, is $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Waycross Investment Management Co bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The first payment is due and payable upon execution of the Investment Advisory Agreement, and when the assets are available to be managed.”
- “Fees will be prorated in the event this date is other than the last day of a calendar quarter.”
- “Fees are never accessed or collected for services to be performed more than three months in advance.”
How Waycross Investment Management Co’s fees compare
- Its annual fee of $2,500 is below the Washington median of $7,000. 14% of the 37 other Washington planners that publish an annual fee charge less.
About Waycross Investment Management Co
- Firm size: 5 employees.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 146
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $252,424,231
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105034
- Phone
- (360) 671-0148
Can advise clients in 2 states: Louisiana, Washington
Other planners in Bellingham that publish fees
- Brown PcfoBellingham$250/hr
- Financial Plan, Inc.Bellingham$500/hr
- Flow Financial Planning, L.L.C.Bellingham$500/hr, $11,000-$13,000
- Goodrich & Associates, LLCBellingham$150/hr, $500
- NW Straits Financial ServicesBellingham$300/hr
- Ridge Falls Financial PlanningBellingham$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Is something on this page wrong or out of date?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.