Firm
First Pacific Financial
Portland, Oregon
Fee-only
First Pacific Financial 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 33 employees and 1,291 individual clients, 565 of them high net worth.
- Its average account is about $433,000 (assets it manages divided by its 4,448 accounts).
- Its website says it's taking new 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 | fp-financial.com |
| Phone | (503) 248-9064 |
First Pacific Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We do not have a minimum asset level." source
"Our fees are typically based on a percentage of assets under management" 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 | $1.9 billion |
| Individual clients | 726 |
| High-net-worth clients | 565 |
| Accounts managed | 4,448 |
| Employees | 33 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-108251) |
| Financial planning | Offered |
| Form ADV filed | May 12, 2026 |
| SEC record | CRD 284736 |