Stacy Dervin
Tailored Financial Planning, LLC · Eugene, Oregon
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $15.3M across 88 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative · CRD 7370485 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tailoredfp.com |
| Profile |
How Stacy's firm compares
- Ongoing planning starts at $4,800 a year, in line with the Oregon median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the Oregon median of $2,500 for fee-only firms that publish prices.
- Tailored Financial Planning, LLC's average account is about $174,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Stacy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Tailored Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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