Firm
Uplevel Wealth LLC
Portland, Oregon
Fee-only
Uplevel Wealth LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 44 individual clients, 39 of them high net worth.
- Its average account is about $597,000 (assets it manages divided by its 220 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | uplevelwealth.com |
| [email protected] | |
| Phone | (503) 714-8361 |
Uplevel Wealth LLC fees
Uplevel Wealth LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | $131 million |
| Individual clients | 5 |
| High-net-worth clients | 39 |
| Accounts managed | 220 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-136931) |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 312641 |