Firm
Birch Elliott Financial
Portland, Oregon
Fee-only
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | birchelliott.com |
| Phone | (503) 421-6385 |
Birch Elliott 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.
| One-time plan | From $1,500 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Fees depend on complexity . They range from $1,500 to $4,000." source
"Fees depend on complexity . They range from $1,500 to $4,000." 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 |
|---|---|
| Assets managed | $63 million |
| Individual clients | 40 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 300046 |