Firm
Interactive Wealth Advisors
Portland, Oregon
Fee-only
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | interactive-wealth.com |
| Phone | (503) 575-1953 |
Interactive Wealth Advisors 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.25%" source
"0.45%" source
"1.25%" source
"As an example, a client with $650,000 in investable assets would pay 1.25% on the first $499,999" 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 |
|---|---|
| Assets managed | $91 million |
| Individual clients | 30 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 167033 |