Soaring Investment Management, LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 171 individual clients, 60 of them high net worth.
- Its average account is about $242,000 (assets it manages divided by its 464 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | soaringinvestmentmanagement.com |
| [email protected] | |
| Phone | (503) 433-7946 |
Questions about Soaring Investment Management, LLC
How is Soaring Investment Management, LLC paid?
Soaring Investment Management, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Soaring Investment Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Soaring Investment Management, LLC, and 3 hold the CFP.
What is the average account at Soaring Investment Management, LLC?
Soaring Investment Management, LLC's average account is about $242,000. That's the assets on its Form ADV divided by its 464 accounts.
What does Soaring Investment Management, LLC specialize in?
Soaring Investment Management, LLC's advisors and website list pension planning, small business owners, physicians & residents and family wealth transfer.
Soaring Investment Management, LLC fees
Soaring Investment Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $113 million |
| Individual clients | 111 |
| High-net-worth clients | 60 |
| Accounts managed | 464 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-135170) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 305273 |