# Stacy Dervin

> Stacy Dervin is a fee-only financial advisor at Tailored Financial Planning, LLC in Eugene, Oregon, who holds the CFP and CFA credentials. Stacy charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,800 a year and one-time plans from $4,000) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/stacy-dervin/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Tailored Financial Planning, LLC
- **Based in:** Eugene, Oregon
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,800 a year; one-time plans from $4,000; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.3M across 88 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Small business owners
- **Works with:** Early-career professionals
- **CRD:** 7370485 (https://adviserinfo.sec.gov/individual/summary/7370485)
- **SEC registration:** Investment adviser representative
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://tailoredfp.com

## Frequently asked questions

### Is Stacy Dervin a fee-only financial advisor?

Yes. Stacy Dervin is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stacy's firm.

### How does Stacy charge for financial advice?

Stacy charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Stacy charge?

According to Tailored Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $4,800 a year; one-time plans from $4,000; no asset minimum.

### Does Stacy work with clients virtually?

Yes. Tailored Financial Planning, LLC says on its website that it works with clients remotely.

### Where is Stacy Dervin based?

Stacy Dervin is based in Eugene, Oregon.

### What does Stacy specialize in?

Stacy's specialties include small business owners. Stacy works with early-career professionals.

### What credentials does Stacy Dervin hold?

Stacy Dervin holds the CFP and CFA credentials.

### Is Stacy Dervin registered with the SEC?

Yes. Stacy Dervin is registered as an investment adviser representative (CRD 7370485), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Tailored Financial Planning, LLC manage?

Tailored Financial Planning, LLC reports $15.3M across 88 accounts in assets under management.

### How do I contact Stacy Dervin?

Through Stacy's website, tailoredfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/stacy-dervin-11608): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.tailoredfp.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.