Firm
Portland Financial Advisors, Inc.
Port Washington, New York
Fee-only
Portland Financial Advisors, Inc. at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 45 individual clients, 33 of them high net worth.
- Its average account is about $626,000 (assets it manages divided by its 169 accounts).
- Its ongoing planning fee starts at $4,000 a year, above the New York median of $3,600.
- Its hourly rate of $400 is above the New York median of $300.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Port Washington, New York |
|---|---|
| Website | markizwealth.com |
| [email protected] | |
| Phone | (503) 805-3485 |
Portland Financial Advisors, Inc. 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 $4,000 a year |
|---|---|
| One-time plan | From $5,000 |
| Hourly | $400 an hour |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"based on our current hourly rate of $400" source
"The cost of a financial plan ranges from $5,000–$10,000, depending on its complexity." source
"Our minimum annual fee is $4,000, paid on a quarterly basis" source
"The cost of a financial plan ranges from $5,000–$10,000, depending on its complexity." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $106 million |
| Individual clients | 12 |
| High-net-worth clients | 33 |
| Accounts managed | 169 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-115289) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 127371 |