Firm
Old Growth Financial
Portland, Oregon
Fee-only
Old Growth Financial 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.
- Its website says it's taking new clients.
- 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 | Portland, Oregon |
|---|---|
| Website | oldgrowthfinancial.com |
| [email protected] | |
| Phone | (503) 395-8545 |
Old Growth Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,500 |
|---|---|
| Hourly | $300 an hour |
| How it charges | Flat fee · One-time plans or projects · Hourly |
In the firm's words
"The flat fee generally ranges between $3,500 to $5,500." source
"Hourly planning services are offered at $300 per hour, billed in quarter-hour intervals." source
"The flat fee generally ranges between $3,500 to $5,500." source
"We create a one-time financial plan with a thorough analysis of your current financial situation." 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 · Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 313025 |