Firm
Pathlight Financial Planning
Portland, Oregon
Fee-only
Pathlight Financial Planning 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, 4 of them high net worth.
- Its average account is about $273,000 (assets it manages divided by its 33 accounts).
- Its ongoing planning fee starts at $5,000 a year, in line with the Oregon median of $5,000.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | pathlightfinancialplanning.com |
| [email protected] | |
| Phone | (971) 357-2197 |
Pathlight Financial Planning 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.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"The financial planning fee of $1,250/quarter is reduced by AUM fees collected in the prior quarter." source
"$0 – $500,000 1.00%" source
"Pathlight Financial Planning charges a tiered assets under management (AUM) fee" source
"An additional, recurring financial planning fee is assessed if total AUM is below $500,000." 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 · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 7 |
| High-net-worth clients | 4 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 327636 |