Stefanie Pickard
Old Growth Financial · Portland, Oregon
Stefanie Pickard is a fee-only financial advisor at Old Growth Financial in Portland, Oregon, who holds the CFP and EA credentials. Stefanie charges a flat fee or retainer, a one-time planning fee and hourly fees (one-time plans from $3,500 and $300 an hour) and focuses on flat-fee planning and sustainable & impact investing.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Old Growth Financial |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Flat fee or retainer · One-time planning fee · Hourly |
| Fees (firm's website) | One-time plans from $3,500 · $300 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in OR · CRD 7154997 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | oldgrowthfinancial.com |
How Stefanie's firm compares
- A one-time plan starts at $3,500, above the Oregon median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
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Questions about Stefanie
Is Stefanie Pickard a fee-only financial advisor?
Yes. Stefanie Pickard is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Stefanie's firm.
How does Stefanie charge for financial advice?
Stefanie charges a flat fee or retainer, a one-time planning fee and hourly fees.
How much does Stefanie charge?
According to Old Growth Financial's website, checked October 28, 2026: one-time plans from $3,500; $300 an hour.
Does Stefanie work with clients virtually?
Yes. Old Growth Financial says on its website that it works with clients remotely.
Where is Stefanie Pickard based?
Stefanie Pickard is based in Portland, Oregon.
What does Stefanie specialize in?
Stefanie's specialties include flat-fee planning and sustainable & impact investing. Stefanie works with pre-retirees.
What credentials does Stefanie Pickard hold?
Stefanie Pickard holds the CFP and EA credentials.
Is Stefanie Pickard registered with the SEC?
Yes. Stefanie Pickard is registered as an investment adviser representative in OR (CRD 7154997), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Stefanie Pickard?
Through Stefanie's website, oldgrowthfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Old Growth Financial 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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