Firm
Financial Planning Northwest
Portland, Oregon
Fee-only
Financial Planning Northwest 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 30 individual clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | financialplanningnorthwest.com |
| Phone | (971) 202-9229 |
Financial Planning Northwest 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.
| Hourly | $200 an hour |
|---|---|
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"is based on an hourly rate of $200/hour" source
"After our complementary session, I will provide you with a formal quote and contract that lays out the scope of our agreement." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 30 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2025 |
| SEC record | CRD 324177 |