Firm
Pacific Coast Investment Advisors, LLC
West Linn, Oregon
Fee-only
Pacific Coast Investment Advisors, LLC 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 105 individual clients, 30 of them high net worth.
- Its average account is about $392,000 (assets it manages divided by its 312 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | West Linn, Oregon |
|---|---|
| Website | pacificcoastia.com |
| [email protected] | |
| Phone | (503) 968-2500 |
Pacific Coast Investment Advisors, LLC fees
Pacific Coast Investment Advisors, LLC 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 | $122 million |
| Individual clients | 75 |
| High-net-worth clients | 30 |
| Accounts managed | 312 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-131414) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 137963 |