Firm
Strategic Finance
Clackamas, Oregon
Fee-only
Strategic Finance 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 8 individual clients.
- Its average account is about $79,000 (assets it manages divided by its 47 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Clackamas, Oregon |
|---|---|
| Website | strategicfinanceinc.com |
| Phone | (503) 451-0227 |
Strategic Finance fees
Strategic Finance 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 · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 8 |
| Accounts managed | 47 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 328828 |