Firm
Practice Financial Group
Jacksonville, Oregon
Fee-only
Practice Financial Group at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 7 advisors are listed here; 5 of 7 hold the CFP.
- Its Form ADV reports 28 employees and 238 individual clients, 36 of them high net worth.
- Its average account is about $220,000 (assets it manages divided by its 1,984 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Jacksonville, Oregon |
|---|---|
| Website | pfg-investments.com |
| Phone | (541) 973-2602 |
Practice Financial Group fees
Practice Financial Group 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 · Fixed fees |
|---|---|
| Assets managed | $437 million |
| Individual clients | 202 |
| High-net-worth clients | 36 |
| Accounts managed | 1,984 |
| Employees | 28 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-117949) |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 289256 |