Wyatt Wealth Management fees and pricing
Financial planner in Arlington, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Wyatt Wealth Management charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“AND CONSULTING Wyatt Wealth Management charges an hourly fee of $200 per hour for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wyatt Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
- “Wyatt Wealth Management will send the client a written invoice including the fee, the formula used to calculate the fee, the time period covered by the fee, and, if applicable, the amount of assets under management on which the fee was based.”
How Wyatt Wealth Management’s fees compare
- Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
About Wyatt Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 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
- 1.25% a year
- Clients
- 118
- 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
- $72,862,847
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309482
- Phone
- (360) 386-9887
Other planners in Arlington that publish fees
- Mcilrath & Eck, LLCArlington$275/hr, $2,000-$2,875
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
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.