Firm
Lookahead Wealth
West Linn, Oregon
Fee-only
Facts
| Based in | West Linn, Oregon |
|---|---|
| Website | lookaheadwealth.com |
| Phone | (503) 832-0165 |
Lookahead Wealth fees
Lookahead Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $45 million |
| Individual clients | 112 |
| Financial planning | Offered |
| Form ADV filed | May 29, 2026 |
| SEC record | CRD 285724 |