PlannerFees

Zetlmaier Wealth Management LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 4, 2026, Zetlmaier Wealth Management LLC charges $300 an hour, a quarterly fee of $2,500, and an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“For those clients interested in a stand-alone financial plan that does not include implementation of the plan or ongoing asset management, our hourly rate is $300.”
Quarterly fee
$2,500/qtr
“We cap our fees at $2500 per quarter for any household account value over $2,000,000.”
Annual fee
$10,000/yr
“This will generally mean client accounts maintaining greater than $2,000,000 in managed assets each quarter will pay no more than $10,000 per year.”

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

How Zetlmaier Wealth Management LLC bills

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

  • “You will be provided with an estimate of the total time expected in advance and if more time is required, we will notify you.”
  • “Financial planning fees are billed in arrears upon completion and delivery of the financial plan.”
  • “Our financial planning fees are negotiable and are calculated by factoring in the complexity and scope of the intended work and how much time we estimate will be involved.”

How Zetlmaier Wealth Management LLC’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.
  • 15 of the 38 other planners in Seattle that publish an hourly rate charge less.
  • Its annual fee of $10,000 is above the Washington median of $7,000. 59% of the 37 other Washington planners that publish an annual fee charge less.
  • 3 of the 8 other planners in Seattle that publish an annual fee charge less.

About Zetlmaier Wealth Management LLC

“We offer comprehensive financial planning and discretionary investment management services. Before providing services, we enter into an investment management and/or financial planning agreement (“Agreement”).”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jonathon Zetlmaier
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2024 (2 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% a year
Clients
83
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
$44,300,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
327128
Website
jzwealth.net (opens in new tab)
Phone
(206) 235-6538

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