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Updated September 28, 2026. Quick answer: Threadline Wealth (formerly Moss Adams Wealth Advisors) discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A (May 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (May 2026): “$1,000,000 and under 1.25% $1,000,001 to $2,000,000 1.00% $2,000,001 to $5,000,000 0.75% $5,000,001 to $10,000,000 0.50% $10,000,001 and above 0.25% Fees are calculated on a graduated basis.”
Note: CRD 108917 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. The legal entity is Moss Adams Wealth Advisors LLC, which now operates under the Threadline Wealth brand, and the SEC record also lists Financial Security Group, L.L.C. as an other name. The current brochure is titled Threadline Wealth. The firm reports about $5.77 billion in regulatory assets under management. The priced figure is the private client schedule that the brochure says applies to individual and private clients.
- $0-$1,000,000: 1.25%
- $1,000,001-$2,000,000: 1.00%
- $2,000,001-$5,000,000: 0.75%
- $5,000,001-$10,000,000: 0.50%
- $10,000,001 and above: 0.25%
The priced figure is the private client advisory fee only. The brochure says clients incur additional fees and expenses separate from the advisory fee, including brokerage commissions, transaction charges, custody fees, mutual fund and ETF expenses, private fund fees and expenses, third-party manager fees and margin interest. Pooled investment vehicles also carry internal management fees in addition to the firm’s fee. Cash, private and alternative investments and margined assets are generally counted in the assets on which the fee is calculated.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,125 | 1.25% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $22,500 | 1.12% |
The brochure states that fees are calculated on a graduated basis and gives its own example of a $2,000,000 account paying 1.25% on the first $1,000,000 and 1.00% on the next $1,000,000, so each balance is priced by stacking the bands. The brochure discloses no minimum annual fee for advisory services, so no floor applies. The firm may aggregate related accounts at its discretion and reserves the right to negotiate fees, so the schedule is a published standard and not a guaranteed charge. The brochure carries only a month and year, May 2026, as its date.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Threadline Wealth (formerly Moss Adams Wealth Advisors)’s own published rate runs $6,250 a year.
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- Form ADV Part 2A (May 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046533
- SEC Investment Adviser Public Disclosure, Moss Adams Wealth Advisors LLC d/b/a Threadline Wealth (CRD #108917): https://adviserinfo.sec.gov/firm/summary/108917
- Moss Adams Wealth Advisors LLC d/b/a Threadline Wealth, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/108917/PDF/108917.pdf
Methodology. This page was built September 28, 2026, drawing on Threadline Wealth (formerly Moss Adams Wealth Advisors)’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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