Firm
Multnomah Group
Portland, Oregon
Fee-only
Multnomah Group at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 15 advisors are listed here; 4 of 15 hold the CFP.
- Its Form ADV reports 21 employees and 129 individual clients, 44 of them high net worth.
- Its average account is about $7.1 million (assets it manages divided by its 374 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | multnomahgroup.com |
| [email protected] | |
| Phone | (503) 772-0159 |
Multnomah Group fees
Multnomah Group doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $2.7 billion |
| Individual clients | 85 |
| High-net-worth clients | 44 |
| Accounts managed | 374 |
| Employees | 21 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-64554) |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 132131 |