Firm
Alpine Road Financial
Bend, Oregon
Fee-only
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | alpineroadfinancial.com |
| Phone | (541) 600-4047 |
Alpine Road Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| One-time plan | From $5,000 |
| Asset-based fee | 1.5% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$0 - $250K $4,800" source
"$5,000 / financial plan" source
"$0 - $500K 1.50%" source
"No, I do not have asset minimums." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 3 |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 331538 |