PlannerFees

WMS Wealth Management LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 19, 2026, WMS Wealth Management LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“In addition to the fees below, an IA Rep may charge for hourly consultations at a rate of $250 per hour.”

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

How WMS Wealth Management LLC bills

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

  • “For any Planning or Advisory Management fees charged in advance, WMS will provide an invoice to the client showing the amount of earned fees that are retained and the amount of fees returned to clients.”
  • “For Financial Plans WMS requests payment by check.”
  • “If Client assets to be managed were received during a given month the fee will be prorated based on the number of days the account was actually opened, funded and management began.”

How WMS Wealth Management LLC’s fees compare

  • Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.

About WMS Wealth Management LLC

“In the unlikely event that the client terminates the Financial Planning Agreement before completion, WMS will provide the client with all sections of the written financial plan or analysis that have been completed to that date.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Candace K. Swayne
  • Firm size: 2 employees.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Insurance analysis

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
1.85% a year
Clients
136
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$46,847,340
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
311372
Phone
(206) 726-1633

Can advise clients in 2 states: Idaho, Washington

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