Firm
Shared Prosperity Group
Portland, Oregon
Fee-only
Shared Prosperity Group 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 2 employees and 1 individual clients.
- Its average account is about $170,000 (assets it manages divided by its 4 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | sharedprosperitygroup.com |
| Phone | (503) 343-9909 |
Shared Prosperity Group 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $50,000 |
| How it charges | Percentage of assets |
In the firm's words
"1% Annual Fee" source
"$50,000 Minimum" source
"Your Plan and Portfolio Built and managed in one place. 1% Annual Fee" 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 | $1 million |
| Individual clients | 1 |
| Accounts managed | 4 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 338743 |