Firm
CLS Financial Advisors
Portland, Oregon
Fee-only
CLS Financial Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the PFS.
- Its Form ADV reports 5 employees and 87 individual clients, 44 of them high net worth.
- Its average account is about $584,000 (assets it manages divided by its 329 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | clsadvisors.com |
| Phone | (503) 244-8879 |
CLS Financial Advisors 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Portfolios under $720,000 are charged at 1.25% of assets" source
"Our fees are based on a percentage of the investment assets that we help you manage" source
"Portfolios between $720,000 and $1 Million have a flat fee of $9,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $192 million |
| Individual clients | 43 |
| High-net-worth clients | 44 |
| Accounts managed | 329 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-127014) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 152892 |