Women's Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Individual: 20 hours x $300/hr = $6,000; couple: 28 hours x $300/hr = $8,500 ANNUAL – Updated Comprehensive Financial Plan (“Stay on Track”) This ongoing financial planning support is only available to clients who have completed a comprehensive financial plan with our firm.”

Flat or project fee

$6,000

“Estate Planning & Charitable Giving $5,000 (individual) / $7,000 (couple) Fee * Clients who had done an initial comprehensive financial plan (“Get on Track”) but opted out of annual updated comprehensive financial plan (“Stay on Track”) for more than 2 years will need to (re)do a comprehensive financial plan (“Get…”

Annual fee

$8,500/yr

“Individual: 20 hours x $300/hr = $6,000; couple: 28 hours x $300/hr = $8,500 ANNUAL – Updated Comprehensive Financial Plan (“Stay on Track”) This ongoing financial planning support is only available to clients who have completed a comprehensive financial plan with our firm.”

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

How Women's Wealth bills

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

• “Our Firm only accepts ACH payment, which requires Client’s prior authorization.”
• “The balance is due upon delivery of the plan or advice.”
• “Our financial planning invoice will be provided each time we assess our fee, and it will include the fee to be charged, the formula used to calculate our fee, the time period covered by the fee and the fee calculation itself.”

How Women's Wealth’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.
• 1 of the 3 other planners in Tacoma that publish an hourly rate charge less.
• Its flat or project fee of $6,000 is above the Washington median of $3,250. 74% of the 103 other Washington planners that publish a flat or project fee charge less.
• Its annual fee of $8,500 is above the Washington median of $7,000. 54% of the 37 other Washington planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Women's Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305821

Website

womenswealthllc.com (opens in new tab)

Phone

(206) 499-1330

Other planners in Tacoma that publish fees

• Columbia River AdvisorsTacoma$150⁠-⁠$500/hr
• Equal Path InvestmentsTacoma$400/hr, $4,000⁠-⁠$8,000
• Julie A. Wurst, CFP, LLCTacoma$190/hr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr

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