Firm
Planful Finance
Lake Oswego, Oregon
Fee-only
Planful Finance at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 60 individual clients, 20 of them high net worth.
- Its average account is about $894,000 (assets it manages divided by its 60 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | planfulfinance.com |
| Phone | (503) 395-5005 |
Planful Finance fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $300,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"billed on a sliding scale of $500-$10,000 per project, a one-time fee." source
"1% on the first $1,000,000 of managed assets" source
"$300,000 minimum account size." source
"billed on a sliding scale of $500-$10,000 per project, a one-time fee." 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 |
|---|---|
| Assets managed | $54 million |
| Individual clients | 40 |
| High-net-worth clients | 20 |
| Accounts managed | 60 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 322439 |