Wright Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees for financial planning and consulting services are based on a rate of $250 per hour.”

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

How Wright Wealth Management, LLC bills

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

• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II in the Financial Planning Agreement.”
• “Fees are paid in advance, but never more than 6 months in advance.”
• “Fees that are charged in advance will be refunded based on the hourly rate times the number of hours of work that ADV PART 2A BROCHURE 6 have been completed, up to and including the day of termination.”

How Wright 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.
• None of the 4 other planners in Issaquah that publish an hourly rate charge less.

About Wright Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

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

0.9% a year

Clients

47

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$43,115,495

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

162326

Website

wrightwealthmgmt.com (opens in new tab)

Phone

(425) 830-0834

Can advise clients in 2 states: California, Washington

Other planners in Issaquah that publish fees

• Capital Partners Wealth ManagementIssaquah$2,500
• Gevers Wealth ManagementIssaquah$25,000/yr
• Kenney Wealth Planning & ManagementIssaquah$295/hr, $2,950
• Kirwin Financial LLCIssaquah$275/hr, $3,500/yr
• Prism Financial Planning, LLCIssaquah$400/hr
• Steelhead Capital Management LLCIssaquah$250/hr, $500/qtr

Compare all 8 planners in Issaquah