Firm
RWW Financial Consulting
Portland, Oregon
Fee-only
RWW Financial Consulting 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 21 individual clients, 5 of them high net worth.
- Its average account is about $510,000 (assets it manages divided by its 21 accounts).
- Its ongoing planning fee starts at $1,000 a year, below the Oregon median of $5,000.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | rwwfinancialconsulting.com |
| Phone | (971) 228-8082 |
RWW Financial Consulting 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.
| Ongoing planning | From $1,000 a year |
|---|---|
| Hourly | $200 an hour |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly |
In the firm's words
"The annual fee starts at $1,000 per year" source
"The hourly rate for this service will be $200 per hour." source
"the annual fee is based on a percentage of investment assets under management." source
"The hourly rate for this service will be $200 per hour." 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 |
|---|---|
| Assets managed | $11 million |
| Individual clients | 16 |
| High-net-worth clients | 5 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 7, 2026 |
| SEC record | CRD 155309 |