Wide Eye Capital fees and pricing

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

According to its Form ADV Part 2A brochure dated March 8, 2026, Wide Eye Capital charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Hourly fees are charged at a rate of $150.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”).”

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

“Other Consulting Services Other Consulting Services include financial advice and/or analysis of a specific client objective or situation, as defined and agreed on by the client and the Firm in advance.”
“Waiver & negotiation of fee — Investment Management Services fees are billed quarterly and prorated based on the number of days that an account is open during the quarter.”
“This amount would be collected each quarter at $2,812.5 and will be clearly spelled out on the invoice received by the client before approving payment.”

Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.
None of the 9 other planners in Vancouver that publish an hourly rate charge less.

“Offered Wide Eye Capital primarily provides two types of advisory services: Financial Planning Services and Investment Management Services.”

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

Principal: Samuel Khalil
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

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: 1% a year
Clients: 28
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, security ratings or pricing, market timing, and educational seminars and workshops
Assets managed: $10,932,380
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 322886
Website: x.com/WideEyeCapital (opens in new tab)
Phone: (360) 525-8674

Can advise clients in 4 states: California, Florida, Oregon, 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.