Money Blossoms 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 11 individual clients.
- Its average account is about $425,000 (assets it manages divided by its 18 accounts).
- 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 | Beaverton, Oregon |
|---|---|
| Website | moneyblossoms.com |
| [email protected] | |
| Phone | (503) 451-6448 |
Questions about Money Blossoms
How is Money Blossoms paid?
Money Blossoms's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Money Blossoms have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Money Blossoms.
What is the average account at Money Blossoms?
Money Blossoms's average account is about $425,000. That's the assets on its Form ADV divided by its 18 accounts.
What does Money Blossoms specialize in?
Money Blossoms's advisors and website list estate & legacy planning and retirement planning.
Does Money Blossoms work with clients virtually?
Yes. Money Blossoms's website says it works with clients virtually.
Money Blossoms fees
Money Blossoms doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 11 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 5, 2026 |
| SEC record | CRD 318218 |