Firm
Iambic Financial
Portland, Oregon
Fee-only
Iambic 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.
- 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 | iambicfinancial.com |
| [email protected] | |
| Phone | (503) 308-9424 |
Iambic 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.
| Hourly | $325 an hour |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"$325 per hour" source
"0.95% on the first $1.25 million of assets" source
"0.95% on the first $1.25 million of assets and 0.60% on assets over $1.25 million" source
"ongoing investment management and financial planning services for a quarterly fee" 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 |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 338265 |