Wealthcollab fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly/Project Based Financial Planning Financial Planning fee is an hourly rate of $300.00 per hour.”

Monthly fee

$1,650/mo

“The fee for this service is $1,650 per month and includes: ● Semi-Annual Review Meetings. ● Coordination with client and other advisors throughout the year to ensure that financial planning and investment recommendations are being implemented as expected. ● On call to answer any financial questions that come up…”

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

How Wealthcollab bills

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

• “Fees may be paid by check, electronic payment or deducted from an investment account.”
• “Financial Planning and Portfolio Management Financial Planning and Portfolio Management consists of an annual fee that is paid monthly, in advance.”
• “Upon termination of any account, the fee will be prorated, any unearned fee will be refunded, and any completed sections of financial plans and analyses will be delivered, to the client.”

How Wealthcollab’s 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.
• 11 of the 18 other planners in Bellevue that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wealthcollab

• Principal: Daniel Frankel
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

68

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$316,209,943

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

269840

Website

twitter.com/danieljfrankel (opens in new tab)

Phone

(206) 456-6171

Can advise clients in 3 states: California, Texas, Washington

Other planners in Bellevue that publish fees

• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aletheian Wealth Advisors LLCBellevue$265/hr
• An Irrational Mind, LLCBellevue$250/hr
• Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300⁠-⁠$5,000
• Aviso Wealth ManagementBellevueUp to $300/hr, $300⁠-⁠$10,000

Compare all 49 planners in Bellevue