Firm
Pursuit Planning and Investments, LLC
Beaverton, Oregon
Fee-only
Pursuit Planning and Investments, 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 69 employees and 721 individual clients, 182 of them high net worth.
- Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Oregon median of $5,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Beaverton, Oregon |
|---|---|
| Website | planyourpursuit.com |
| [email protected] | |
| Phone | (971) 803-5948 |
Pursuit Planning and Investments, LLC 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 $3,000 a year |
|---|---|
| One-time plan | From $1,250 |
| Asset-based fee | 0.85% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Singles $1,250 setup fee + $250 per month" source
"Singles $1,250 setup fee + $250 per month" source
"Pricing - 0.85% of AUM." source
"We do not require investment minimums." 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 | $1.3 billion |
| Individual clients | 539 |
| High-net-worth clients | 182 |
| Accounts managed | 4,262 |
| Employees | 69 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118916) |
| Financial planning | Offered |
| Form ADV filed | October 24, 2026 |
| SEC record | CRD 285967 |