Ciclo Wealth

Ciclo Wealth at a glance

• One of 191 fee-only firms based in Oregon in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 68 individual clients, 21 of them high net worth.
• Its average account is about $169,000 (assets it manages divided by its 248 accounts).

Fee-only advisors in Oregon · What fee-only advisors charge in Oregon

Facts

Ciclo Wealth fees

Ciclo Wealth 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

Advisors at this firm (1)

• Philip Richman

  CFP