Firm
Tailored Financial Planning, LLC
Eugene, Oregon
Fee-only
Tailored Financial Planning, LLC 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 22 individual clients.
- Its average account is about $174,000 (assets it manages divided by its 88 accounts).
- Its ongoing planning fee starts at $4,800 a year, in line with the Oregon median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Eugene, Oregon |
|---|---|
| Website | tailoredfp.com |
| [email protected] | |
| Phone | (761) 344-6493 |
Tailored Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| One-time plan | From $4,000 |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Between $4,800 and $7,200 per year, paid monthly" source
"One-time fee of $4,000-$6,000, based on complexity" source
"with no minimum investable assets required" source
"One-time fee of $4,000-$6,000, based on complexity" 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 · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 22 |
| Accounts managed | 88 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 327852 |