Firm
Harbor Horizon Financial
Wilsonville, Oregon
Fee-only
Harbor Horizon 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 1 employee and 4 individual clients, 2 of them high net worth.
- Its average account is about $140,000 (assets it manages divided by its 16 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 | Wilsonville, Oregon |
|---|---|
| Website | harborhorizonfinancial.com |
| [email protected] | |
| Phone | (971) 405-7979 |
Harbor Horizon 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"starts at 1% on assets under management (AUM) for the first $1 million" source
"Financial Planning With Investment Management (AUM)" source
"ongoing guidance through monthly or quarterly planning fees" 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 | $2 million |
| Individual clients | 2 |
| High-net-worth clients | 2 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 332911 |