Firm
Real Agency Wealth
Beaverton, Oregon
Fee-only
Real Agency Wealth 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 20 individual clients, 7 of them high net worth.
- Its average account is about $239,000 (assets it manages divided by its 67 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the Oregon median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Beaverton, Oregon |
|---|---|
| Website | realagencywealth.com |
| [email protected] | |
| Phone | (503) 606-8862 |
Real Agency Wealth 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 $7,200 a year |
|---|---|
| One-time plan | From $4,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Starting at $7,200 annually | Based on assets we manage" source
"Starting at $4,000 | Approximately three-month engagement" source
"$720,000 – $1,000,000 1.00%" source
"$7,000,000 – $10,000,000+ 0.40%" 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 | $16 million |
| Individual clients | 13 |
| High-net-worth clients | 7 |
| Accounts managed | 67 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 19, 2026 |
| SEC record | CRD 337219 |