Firm
North Forty Two &
Lake Oswego, Oregon
Fee-only
North Forty Two & at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 74 individual clients, 44 of them high net worth.
- Its average account is about $638,000 (assets it manages divided by its 263 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | northfortytwo.com |
| Phone | (503) 417-2970 |
North Forty Two & fees
North Forty Two & 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 |
|---|---|
| Assets managed | $168 million |
| Individual clients | 30 |
| High-net-worth clients | 44 |
| Accounts managed | 263 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-122226) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 148417 |