Firm
Catalyst Financial NW
Gresham, Oregon
Fee-only
Catalyst Financial NW at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 1,054 individual clients, 160 of them high net worth.
- Its average account is about $219,000 (assets it manages divided by its 1,068 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Gresham, Oregon |
|---|---|
| Website | catalyst-nw.com |
| Phone | (503) 661-9010 |
Catalyst Financial NW fees
Catalyst Financial NW doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $233 million |
| Individual clients | 894 |
| High-net-worth clients | 160 |
| Accounts managed | 1,068 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-113923) |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 168534 |