Firm
Venture Forth Financial
Portland, Oregon
Fee-only
Venture Forth Financial 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 70 individual clients, 29 of them high net worth.
- Its average account is about $339,000 (assets it manages divided by its 310 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | ventureforthfinancial.com |
| [email protected] | |
| Phone | (415) 308-8438 |
Venture Forth Financial 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.
| One-time plan | From $600 |
|---|---|
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"financial planning fees are billed hourly and fees typically range from $600 to $10,000, on a sliding scale, depending on the size and scope of the project." source
"For an annual fee based on assets under management, Venture Forth Financial will manage your investment portfolio and provide you with ongoing support and regular meetings." source
"financial planning fees are billed hourly and fees typically range from $600 to $10,000, on a sliding scale, depending on the size and scope of the project." source
"In extremely rare circumstances, Venture Forth Financial provides one-time, project-based financial planning services." 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 · Hourly |
|---|---|
| Assets managed | $105 million |
| Individual clients | 41 |
| High-net-worth clients | 29 |
| Accounts managed | 310 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136054) |
| Financial planning | Offered |
| Form ADV filed | September 9, 2026 |
| SEC record | CRD 283315 |