Firm
Seagrass Financial
Portland, Oregon
Fee-only
Seagrass Financial at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 34 individual clients, 26 of them high net worth.
- Its average account is about $480,000 (assets it manages divided by its 178 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Oregon median of $5,000.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | seagrassfinancial.com |
| Phone | (503) 334-3188 |
Seagrass Financial 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 $6,000 a year |
|---|---|
| One-time plan | From $4,000 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"This household would pay $6,000/year for ongoing financial planning services without portfolio management." source
"Seagrass Financial charges an engagement fee between $4,000 and $10,000." source
"A household with a $750,000 portfolio would pay $6,000/year for financial planning and portfolio management." source
"Seagrass Financial charges an engagement fee between $4,000 and $10,000." 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 | $86 million |
| Individual clients | 8 |
| High-net-worth clients | 26 |
| Accounts managed | 178 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 281256 |