Firm
Columbia River Financial Group
Vancouver, Washington
Fee-only
Columbia River Financial Group at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 274 individual clients, 60 of them high net worth.
- Its average account is about $267,000 (assets it manages divided by its 731 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Vancouver, Washington |
|---|---|
| Website | columbiariverfg.com |
| Phone | (360) 335-3350 |
Columbia River Financial Group fees
Columbia River Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $195 million |
| Individual clients | 214 |
| High-net-worth clients | 60 |
| Accounts managed | 731 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120016) |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 288539 |