Fee Research

What Do Financial Advisors Cost in Washington?

2026 data · 521 firms · 1,946 advisors · SEC Form ADV filings
01

Market Overview

Total Advisors
1,946
In Washington
Total Firms
521
Registered firms
Comp. Types Reported
60
Distinct compensation types
02

Compensation Type Breakdown

How firms in Washington charge for their services, based on Form ADV disclosures.

Percentage of AUM430 firms · 42%
Subscription fees236 firms · 23%
Hourly charges178 firms · 18%
Performance-based fees94 firms · 9%
Commissions19 firms · 2%
Other: REFERRAL FEES3 firms · 0%
Other: % OF REVENUE/INTRACOMPANY AGRMTS2 firms · 0%
Other: NEGOTIATED FEES2 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW1 firms · 0%
Other: ASSET BASED FEE FOR PORTFOLIO ADVICE1 firms · 0%
Other: BUDGETED MANAGEMENT FEE1 firms · 0%
Other: BUNDLED/WRAP ACCOUNT FEES;1 firms · 0%
Other: CLIENTS SHARE OPERATING COSTS1 firms · 0%
Other: COST PLUS ARRANGEMENT1 firms · 0%
Other: EDUCATION ONLY SERVICE TO 401K PLANS1 firms · 0%
Other: FEES ARE NEGOTIATED AND CUSTOMIZED.1 firms · 0%
Other: FEES FROM OTHER INVESTMENT ADVISERS1 firms · 0%
Other: INVESTMENT PLATFORM FEES1 firms · 0%
Other: LOAN MODIFICATION, EXTENSION FEES1 firms · 0%
Other: MODEL-ONLY PORTFOLIO1 firms · 0%
Other: MORTGAGE LOAN & SERVICING FEES1 firms · 0%
Other: NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE1 firms · 0%
Other: NEGOTIATED FEES FOR RISKPRO1 firms · 0%
Other: NEGOTIATED MANAGEMENT FEE1 firms · 0%
Other: NET WORTH BASED PERCENTAGE OF VALUE1 firms · 0%
Other: NON-VARIABLE LIFE INSURANCE AND LONG TERM CARE INSURANCE1 firms · 0%
Other: % OF ASSETS UNDER ADVISEMENT1 firms · 0%
Other: % OF CONSULTING ASSETS UNDER ASSIGNMENT1 firms · 0%
Other: % OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS1 firms · 0%
Other: % OF REVENUE/INTRACOMPANY AGRMTS AND % OF ASSETS/ADVSMT1 firms · 0%
Other: PARTNERSHIP FEES FROM GENERAL PARTNERS OF FUND INVESTMENTS1 firms · 0%
Other: PERCENTAGE OF SOLICITED CLIENTS' FEES1 firms · 0%
Other: PERFORMANCE ALLOCATION1 firms · 0%
Other: PERFORMANCE-BASED ALLOCATIONS1 firms · 0%
Other: PERFORMANCE-BASED INCENTIVE ALLOCATION1 firms · 0%
Other: PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH1 firms · 0%
Other: PLATFORM SUBSCRIPTION FEES1 firms · 0%
Other: PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS1 firms · 0%
Other: PLUS A VARIABLE FEE ON AVG DAILY NOTIONAL OF FUT/CUR.1 firms · 0%
Other: PORTFOLIO COMPANY CONSULTING FEES1 firms · 0%
Other: PROJECT BY PROJECT BASIS1 firms · 0%
Other: PROVIDER FEES1 firms · 0%
Other: REFERRAL FEE1 firms · 0%
Other: REFERRAL FEES FROM OTHER RIAS1 firms · 0%
Other: REFERRAL FEES FROM RIAS1 firms · 0%
Other: REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP1 firms · 0%
Other: SERVICING FEES FOR DEBT RECOVERY SERVICES.1 firms · 0%
Other: SOLICITATION FEES1 firms · 0%
Other: SOME ARE FREE1 firms · 0%
Other: SUBADVISORY SERVICES1 firms · 0%
Other: SUBSCRIPTION FEES FOR PERSONALIZED FINANCIAL PLANNING SERVICES1 firms · 0%
Other: THIRD PARTY ADVISORY FEES1 firms · 0%
Other: SOLICITATION OR REFERRAL FEES1 firms · 0%
Fixed fees1 firms · 0%
Other: $2000/YR MIN FEE FOR CLIENTS ESTD AFTER 4/1/02.(NEGOTIABLE)1 firms · 0%
Other: ACQUISITION FEES1 firms · 0%
Other: ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 21 firms · 0%
Other: ADMINISTRATION FEE1 firms · 0%
Other: ANNUAL $450 FEE FROM INS CO AFFILIATE1 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT1 firms · 0%
03

Washington vs. National

Washington Advisors
1,946
521 firms
National Total
113,827
27,306 firms
View full national fee analysis →

Find an Advisor in Washington

Browse 1,946 registered financial advisors across Washington.

City Guides in Washington