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Wellspent public graph/Firms/Gabriel Capital
Firm

Gabriel Capital

Portland, Oregon

Fee-only

Gabriel Capital 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 54 individual clients, 26 of them high net worth.
  • Its average account is about $664,000 (assets it manages divided by its 138 accounts).

Specialties Retirement planning

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

Facts

Based inPortland, Oregon
Websitegabriel-capital.com
Phone(503) 352-9709

Gabriel Capital 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.

One-time planFrom $480
Hourly$270 an hour
Asset-based fee1.35% a year on the first tier of assets
How it chargesPercentage of assets · Hourly · Flat fee · One-time plans or projects

In the firm's words

"Hourly – $270/hour" source
"The minimum flat rate is $480." source
"First $200,000 1.35%" source
"The minimum flat rate is $480." 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 byPercentage of assets
Assets managed$92 million
Individual clients28
High-net-worth clients26
Accounts managed138
Employees1
Planning clients51-100
Financial planningOffered
Form ADV filedMarch 18, 2026
SEC recordCRD 137613

Advisors at this firm (1)